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James Li
Michael Burry's GameStop Tumbles on Weak Comp Sales Outlook
(Status: Pending)
'Big Short' investor-backed company reports worse comp sales decline in second quarter
Stocks:
GME
AMZN
Sep 10, 2019
John Dorfman
3 Clothing-Industry CEOs Bet Big on Their Own Stocks
They are the chiefs at PVH Corp, Capri Holdings Ltd. and G-III Apparel Group Ltd.
Stocks:
PVH
CPRI
GIII
Sep 10, 2019
James Li
John Rogers Tones Down PCTEL Stake
(Status: Pending)
Guru real-time pick highlight
Sep 10, 2019
Smead Capital Management
Maverick Risk
(Status: Pending)
As contrarians running a large-cap value strategy, our stock-picking discipline is organized around taking regular maverick risk on companies that meet our 8 criteria
Stocks:
HD
EBAY
WBA
LEN
OXY
Sep 10, 2019
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Robert Abbott
Strategic Value Investing: Weitz and Brandes
(Status: Pending)
Two leading value investors, and their relationships with Benjamin Graham and Warren Buffett
Sep 10, 2019
Sydnee Gatewood
Baupost's Seth Klarman Dives Further Into Translate Bio
Guru adds to position in biotech company that focuses on genetic diseases
Stocks:
TBIO
Sep 10, 2019
Rupert Hargreaves
Why You Just Can't Ignore Compound Interest
Some thoughts on the power of compounding
Sep 10, 2019
Bram de Haas
Charles & Colvard Deeply Undervalued While Turning Around Successfully
Update on company after slumping share price followed by earnings call
Stocks:
CTHR
Sep 10, 2019
Stepan Lavrouk
Introduction to Banks: How Do Banks Differ From Other Companies?
Variable cash flows and complex regulation rule this sector
Sep 10, 2019
Mark Yu
Ulta Beauty: When Investor Preparedness Precedes Underwhelming Outcomes
Both analysts and investors remained upbeat on the stock before it lost a third of its value in one day
Stocks:
ULTA
Sep 10, 2019
Holly LaFon
Michael Burry's South Korean Stock Picks
Big Short investor says stocks in the market are 'almost always cheap'
Stocks:
XKRX:067170
XKRX:001040
Sep 09, 2019
James Li
John Paulson's Firm Bites Into Callon Petroleum
(Status: Pending)
Merger-arbitrage guru denounces company's planned merger with Carrizo
Stocks:
CPE
Sep 09, 2019
James Li
Daniel Loeb's Top 5 Holdings as of the 2nd Quarter
(Status: Pending)
Activist guru's top holdings include Baxter and United Technologies
Stocks:
BAX
UTX
CPB
DHR
PYPL
Sep 09, 2019
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Robert Abbott
Strategic Value Investing: John Neff
(Status: Pending)
He was a contrarian value investor and, according to experts, was also 'one of the true mutual fund manager superstars'
Sep 09, 2019
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Thomas Macpherson
Lessons From the Last Crash
Many value investors had a difficult time during the Great Recession. Tried-and-true methods sometimes produced poor results. What made the crash so different and what can we learn from it?
Sep 09, 2019
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Sydnee Gatewood
Paul Singer's Elliott Management Takes Aim at AT&T
(Status: Pending)
Activist firm sees stock valued at $60 per share
Stocks:
T
TMUS
Sep 09, 2019
Stepan Lavrouk
An Introduction to Banks: The Balance Sheet
Learn the difference between capital requirements and reserve requirements
Sep 09, 2019
Robert Abbott
Strategic Value Investing: Ruane and Tweedy, Browne
Bill Ruane received one of the greatest endorsements in investing history, and then justified the endorser's belief in him
Sep 09, 2019
John Engle
Ben Carlson Thinks the 'Passive Bubble' Is a Myth
The portfolio manager and financial blogger thinks index funds are doing just fine, regardless of recent criticism
Sep 09, 2019
John Engle
Disney: The Wonderful World of Streaming Bundles
The entertainment juggernaut is well placed for the next wave of streaming disruption
Stocks:
DIS
NFLX
Sep 08, 2019
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