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Editor's Picks
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Sydnee Gatewood
Mario Cibelli Adds 2 Stocks to Portfolio, Gives Alphabet the Boot
(Status: Pending)
Guru releases 1st-quarter portfolio
Stocks:
PFGC
EB
GOOG
GOOGL
ELF
May 28, 2020
Robert Abbott
Kroger: Capital Preservation and More at a Good Price
The supermarket giant thinks it can deliver 8% to 11% total returns in coming years
Stocks:
KR
AMZN
May 28, 2020
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Stepan Lavrouk
Bill Ackman on the Importance of Free Cash Flow
The guru's fastest investment decision took just 4 hours
May 28, 2020
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James Li
Carl Icahn Takes Over $1.6 Billion Loss on Embattled Hertz
(Status: Pending)
Billionaire investor exits position as car rental company files for Chapter 11 bankruptcy
Stocks:
HTZ
IEP
May 28, 2020
Rupert Hargreaves
Charlie Munger's Thoughts on How to Value Wesco Financial From 2009
(Status: Pending)
Munger uses a simple method to arrive at an estimate of intrinsic value for the business
Stocks:
BRK.A
BRK.B
May 28, 2020
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Steven Chen
Should We Waste This Crisis?
(Status: Pending)
We think that the market is still as unattractively priced as in 2019
May 28, 2020
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Nathan Parsh
The Market Undervalues Archer-Daniels-Midland
(Status: Pending)
This industry leader has achieved more than four decades of dividend growth
Stocks:
ADM
May 28, 2020
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Margaret Moran
Louis Moore Bacon Buys Ross, Bets on Corporate Debt
(Status: Pending)
Moore Capital Management's top 1st-quarter buys
Stocks:
JPM
ROST
VCSH
XLU
IGSB
May 27, 2020
James Li
Larry Robbins' Firm Chips Away at Top Holdings During the 1st Quarter
(Status: Pending)
Glenview's sells include Cigna and HCA
Stocks:
CI
HCA
HOLX
IQV
DIS
May 27, 2020
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Graham Griffin
Al Gore Sells Credicorp and Adds 3 New Holdings
(Status: Pending)
Former US vice president's firm releases 1st-quarter portfolio
Stocks:
BAP
PANW
IT
TRMB
BDX
May 27, 2020
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Margaret Moran
Top 1st-Quarter Buys of Steven Cohen's Firm
(Status: Pending)
Point72 ups stake in Micron, invests in AbbVie
Stocks:
MU
TTWO
ABBV
CSX
LVS
May 27, 2020
James Li
Seth Klarman's 5 Largest Holdings as of the March Quarter
(Status: Pending)
Baupost makes eBay its top holding following 60% position increase
Stocks:
EBAY
LBTYK
FOXA
VSAT
GOOGL
May 27, 2020
Sydnee Gatewood
John Paulson Adds 2 Stocks to Portfolio, Boosts Tiffany
(Status: Pending)
Merger arbitrage specialist releases first-quarter portfolio
Stocks:
KL
NAV
AGN
GLD
TIF
May 27, 2020
Steven Chen
Lessons on When to Sell From Terry Smith
(Status: Pending)
Poor capital allocation, unsatisfactory growth and narrowing moat are sell signals
Stocks:
DPZ
OSTO:SWMA
May 27, 2020
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Rupert Hargreaves
Warren Buffett: Ignore Asset Allocation, Focus on Value Stocks and Education
(Status: Pending)
Thoughts from Berkshire's 2005 annual meeting
Stocks:
BRK.A
BRK.B
May 27, 2020
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Robert Abbott
Amphenol: Why Gurus Have Been Net Buyers
(Status: Pending)
This cable and sensor company will likely resume its growth story in the future
Stocks:
APH
May 27, 2020
Margaret Moran
Julian Robertson's Top 1st-Quarter Trades
(Status: Pending)
Tiger Management founder invests in AerCap, sells Qualcomm
Stocks:
AER
CRM
QCOM
ADBE
May 26, 2020
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Margaret Moran
Philippe Laffont's Firm Buys JD, Sells Mastercard
(Status: Pending)
Update on Coatue Management's top 1st-quarter trades
Stocks:
JD
TSLA
NOW
MA
AMZN
May 26, 2020
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Sydnee Gatewood
Frank Sands Adds 5 Stocks to Portfolio
(Status: Pending)
Guru releases portfolio for the 1st quarter
Stocks:
UBER
SQ
Z
DXCM
GLOB
May 26, 2020
Smead Capital Management
Only the Lonely Can Play
(Status: Pending)
Great investment opportunities are lonely. History shows us the crowd behaviors to avoid and the investment market circumstances to capitalize on
Stocks:
AMZN
May 26, 2020
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