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John Engle
Lockheed Martin: Aerojet Rocketdyne Acquisition Threatened by Raytheon Complaint
(Status: Pending)
The $4.4 billion deal will need to win the approval of both the Pentagon and FTC
Stocks:
LMT
AJRD
RTX
NOC
Feb 18, 2021
β β β β β
Robert Abbott
Rollins: Its Dividend Was Cut, but Total Returns Remain Above Average
2020 year-end results show the company continues to grow profitably
Stocks:
ROL
Feb 18, 2021
Sydnee Gatewood
Daniel Loeb's Top Trades of the 4th Quarter
(Status: Pending)
Activist investor's largest new purchase was in Upstart Holdings
Stocks:
UPST
GOOGL
FTV
BABA
INTU
Feb 18, 2021
Margaret Moran
Top 4th-Quarter Trades of Jeremy Grantham's Firm
(Status: Pending)
GMO LLC sells out of Starbucks, boosts Wells Fargo
Stocks:
PM
SBUX
IVV
WFC
Feb 18, 2021
James Li
Stanley Druckenmiller's Top 6 4th-Quarter Trades
(Status: Pending)
Duquesne Family Office leader exits Alibaba and Netflix positions
Stocks:
BABA
NFLX
JD
PANW
DIS
Feb 18, 2021
Graham Griffin
Top 4th-Quarter Trades of Ray Dalio's Bridgewater
(Status: Pending)
Fund doubles down on Walmart, Procter & Gamble and Coca-Cola
Stocks:
GLD
WMT
KO
IEMG
SPY
Feb 18, 2021
β β β β β
Rupert Hargreaves
Could Berkshire Already Own a Stake in Buffett's Next Deal?
(Status: Pending)
There's one company in Berkshire's portfolio that would make a great acquisition
Stocks:
MMC
TMUS
KR
BRK.A
BRK.B
Feb 18, 2021
Dilantha De Silva
Strategies For a Rising Rate Environment
(Status: Pending)
The risks posed by rising treasury yields need to be mitigated to secure long-term returns
Stocks:
GRBK
DHI
BAC
Feb 18, 2021
Dilantha De Silva
Warren Buffett's Latest Big Bet: Verizon Communications
(Status: Pending)
The guru has invested $8 billion in the telecommunications giant
Stocks:
VZ
TMUS
BRK.A
BRK.B
Feb 18, 2021
β β β β β
Margaret Moran
Julian Robertson's Biggest Trades of the 4th Quarter
(Status: Pending)
Tiger Management drops Salesforce, invests in internet and travel picks
Stocks:
VNET
BKNG
CRM
SYF
Feb 17, 2021
β β β β β
James Li
David Tepper's Top 6 Trades of the 4th Quarter
(Status: Pending)
Guru reduces holding in Micron, adds Occidental and energy ETF
Stocks:
PCG
MU
T
OXY
AMZN
Feb 17, 2021
β β β β β
Graham Griffin
Value Investing Live Recap: Patrick Brennan
(Status: Pending)
Key questions and takeaways
Stocks:
LBRDK
LILAK
Feb 17, 2021
β β β β β
Margaret Moran
Sarah Ketterer's Top 4th-Quarter Trades
(Status: Pending)
Causeway Capital Management dumps Linde, trims Baidu
Stocks:
LIN
BIDU
FISV
Feb 17, 2021
James Li
Li Lu Buys Buffett's Apple, Reduces Facebook in 4th Quarter
Himalaya Capital fund manager releases quarterly portfolio
Stocks:
FB
AAPL
PDD
BRK.A
BRK.B
Feb 17, 2021
β β β β β
Sydnee Gatewood
David Einhorn's Top 4 Buys of the 4th Quarter
(Status: Pending)
Activist guru's largest new investment is in company that recently went public via SPAC
Stocks:
DNMR
FUBO
CNXC
CEIX
CCR
Feb 17, 2021
James Li
Top 5 Holdings of Catherine Wood's ARK Investment
(Status: Pending)
New Premium Guru portfolio update
Stocks:
TSLA
ROKU
CRSP
TDOC
SQ
Feb 17, 2021
John Engle
Index Funds: Too Popular for Their Own Good?
(Status: Pending)
The unprecedented abundance of passive capital has transformed the stock market in fundamental ways
Feb 17, 2021
β β β β β
Rupert Hargreaves
Buffett's Berkshire Buys Oil, Heathcare and Telecoms in 4th Quarter
(Status: Pending)
A look at Berkshire's latest 13F filing
Stocks:
AAPL
BRK.A
BRK.B
Feb 17, 2021
β β β β β
James Li
Warren Buffett's Berkshire Reveals 4th-Quarter Trades
The 'Oracle of Omaha's' conglomerate boosts Verizon and Chevron, cuts JPMorgan
Stocks:
AAPL
BRK.A
BRK.B
VZ
CVX
Feb 16, 2021
β β β ββ
John Engle
Disney: On Track for Streaming Domination in 2021?
(Status: Pending)
The Magic Kingdom is making a serious play for Netflix's streaming crown
Stocks:
DIS
NFLX
Feb 16, 2021
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