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Ben Alaimo
Joel Greenblatt Loads Up on HubSpot and Twilio
The guru purchased 2 new software stocks in the 1st quarter
Stocks:
HUBS
TWLO
CRM
ABNB
NFLX
May 16, 2023
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Robert Abbott
Expedia: Could the Share Price Rebound Soon?
The stock took a dive because of the pandemic and the 2022 bear market
Stocks:
EXPE
MORN
UBER
May 16, 2023
Sydnee Gatewood
Warren Buffett Buys Capital One and Diageo, Sells Out of 4 Stocks
Oracle of Omaha reveals 1st-quarter portfolio
Stocks:
BRK.A
BRK.B
OXY
COF
DEO
May 15, 2023
Praveen Chawla
Ensign Energy Services Is a Cash Flow Gusher
The driller is selling for 2 times free cash flow and far below tangible book value.
Stocks:
TSX:ESI
HAL
SLB
May 15, 2023
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Margaret Moran
Sarah Ketterer's Causeway Buys UBS, Sells Booking in 1st Quarter
A look at Causeway Capital Management's top 1st-quarter trades
Stocks:
UBS
RYAAY
BKNG
LVS
BBD
May 15, 2023
Dilantha De Silva
There Is More Upside for Airbnb
The stock fell following disappointing guidance, but the market is missing the big picture
Stocks:
ABNB
MA
May 15, 2023
John Dorfman
Acuity and Littelfuse Join the Do-Nothing Club
Investors pay less attention to stocks that have been holding still, and therein may lie an opportunity
Stocks:
LFUS
DDS
AYI
PLAB
AB
May 15, 2023
Ben Alaimo
2 Stocks to Play a Housing Market Rebound
Zillow and Opendoor recently beat earnings
Stocks:
OPEN
Z
ZG
EXPE
May 15, 2023
Stavros Georgiadis, CFA
Plug Power: Why Profitability May Be Too Far Away
The hydrogen economy may look promising, but for now, it is highly unprofitable for the company
Stocks:
PLUG
May 15, 2023
Robert Abbott
Danaher: A Long-Term Prospect With a Potential Bonus
Short-term issues have pushed down the share price, but long-term opportunities look good
Stocks:
DHR
GE
May 15, 2023
James Li
Andreas Halvorsen's Firm Storms Deeper Into 4D Molecular Therapeutics
Former tiger cub's firm boosts holding in clinical-stage gene therapy company
Stocks:
FDMT
May 12, 2023
Robert Abbott
Cirrus: Could a Sniff of Bad News Give Us a Value Stock?
Potentially bad news about one of the products it sells to Apple has pushed down the share price
Stocks:
CRUS
AAPL
MORN
May 12, 2023
James Li
GuruFocus Feature Update: Balance Sheet and Cash Flow Statement Charts
The website's stock summary page added 2 new breakdown charts
Stocks:
AAPL
BAC
May 12, 2023
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Margaret Moran
First Eagle Investment's Top 1st-Quarter Trades
Firm goes on selling spree, ditching Wells Fargo and slashing D.R. Horton
Stocks:
WFC
TRV
FIS
DHI
MDT
May 12, 2023
Jonathan Poland
Icahn Enterprises: Diving Into the Falling Knife
The stock could be one of the best investments of 2023
Stocks:
IEP
SQ
CVI
UAN
ARII
May 12, 2023
Sydnee Gatewood
Diamond Hill Capital Buys Allstate, Lear
Firm releases 1st-quarter portfolio
Stocks:
ALL
LEA
BKNG
FRCB
LIN
May 12, 2023
Praveen Chawla
CI Financial Turns Around
Company gets a $1 billion vote of confidence from smart money
Stocks:
TSX:CIX
May 15, 2023
Ben Alaimo
Howard Marks on the Economy, Interest Rates and Investing in 2023
Notes on an interview with the billionaire founder of Oaktree Capital
May 12, 2023
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Stavros Georgiadis, CFA
NIO: Key Ways to Stop Losing Money
NIO has been growing, fast but is an unprofitable EV maker yet
Stocks:
NIO
May 12, 2023
Margaret Moran
Goodyear Soars 20% on Elliot Management's Bold Turnaround Plan
Are investors jumping the gun with a plan that could take years to bear fruit?
Stocks:
GT
BRDCF
MGDDY
May 11, 2023
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