Editor's Picks (Total records: loading...)
Sydnee Gatewood
MS Global Franchise Fund Buys 1, Sells 1 in 3rd Quarter
(Status: Pending)
Fund invests in Thermo Fisher, exits Clorox position Dec 12, 2019
Steven Chen
Urbem's 'Wonderful Business' Series: Nichols
A century-old brand that is still growing around the world Dec 12, 2019 ★★★★★
Rupert Hargreaves
A Look at Berkshire's McLane Distribution Business
(Status: Pending)
McLane has some of the thinnest profit margins and highest profits in the Berkshire group Dec 12, 2019 ★★★★★
Grahamites
Distorted Incentives: Why Less Is More
(Status: Pending)
As Li Lu says, investors should do more subtractions Dec 12, 2019 ★★★★★
John Engle
Tesla's Return to Profitability Is Not Sustainable
(Status: Pending)
Financial engineering created the illusion of significant cash flow and positive net income in the third quarter Dec 12, 2019
Margaret Moran
Al Gore Buys 2 Stocks, Cuts Nvidia in 3rd Quarter
(Status: Pending)
Generation Investment Management invests in cloud communications and tourism Dec 11, 2019
James Li
Top 4 Holdings of Howard Marks' Oaktree
(Status: Pending)
Oaktree chairman shares views about market valuations Dec 11, 2019
Robert Abbott
More Than You Know: How Often You're Right Isn't All That Matters
(Status: Pending)
The size of investing wins and losses matters just as much as the frequency of your wins Dec 11, 2019 ★★★★★
Rupert Hargreaves
How to Understand Value Investing: Thoughts on the Past Decade
(Status: Pending)
There's much more to the strategy than just buying cheap stocks Dec 11, 2019 ★★★★★
James Li
Mason Hawkins' Southeastern Curbs Stake in Summit Materials
(Status: Pending)
Firm dumps 60% of stake in cement producer Dec 11, 2019
Sydnee Gatewood
Chuck Royce's Firm Cleans Out Its Closet, Sells Destination Maternity
(Status: Pending)
The bankrupt specialty retailer is being acquired by Marquee Brands Dec 11, 2019 ★★★★★
Steven Chen
Urbem's 'Wonderful Business' Series: Rational
(Status: Pending)
The winning product has been building a brand moat Dec 11, 2019 ★★★★★
Steven Chen
Urbem's 'Wonderful Business' Series: Nihon M&A Center
A niche growth story riding the Japanese demographic tailwind Dec 11, 2019 ★★★★★
James Li
John Rogers' Firm Trims Alithya Stake
(Status: Pending)
Real-time pick from the fund whose portfolio manager will be a speaker at the 2020 GuruFocus Value Conference Dec 10, 2019
Margaret Moran
Bill Ackman Is Buying Howard Hughes Again
(Status: Pending)
Howard Hughes' chairman takes advantage of a price downswing and company transformation plan Dec 10, 2019
Robert Abbott
More Than You Know: Should Investing Be a Profession or a Business?
(Status: Pending)
Exploring the tension between serving clients and making money for the fund company Dec 10, 2019 ★★★★★
John Engle
Beyond Meat: Analysts Have Little Left to Chew On
(Status: Pending)
The plant-based meat pioneer is a good business, but a bad investment Dec 11, 2019
James Li
Wasatch International Growth's Top 5 Buys of the 3rd Quarter
(Status: Pending)
Fund releases quarterly portfolio Dec 10, 2019
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