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Robert Stephens, CFA
Howard Marks: A Bear Market Is Never Far Away
(Status: Pending)
This bull market will not last forever
Nov 25, 2020
β β β β β
John Engle
Ray Dalio: Still Bearish on Bitcoin
(Status: Pending)
Persistent volatility makes the hedge fund billionaire leery of the cryptocurrency's recent rise
Stocks:
PYPL
Nov 25, 2020
β β β β β
Margaret Moran
Philippe Laffont's Firm Buys Snowflake, Sells Boeing
Update on Coatue Management's top 3rd-quarter trades
Stocks:
SNOW
TSLA
BA
LBRDK
DIS
Nov 24, 2020
James Li
4 Dow Jones Stocks Outperforming the S&P 500
(Status: Pending)
Stocks to consider as Dow Jones eclipses historic 30,000 milestone
Stocks:
HON
CRM
NKE
WMT
Nov 24, 2020
Graham Griffin
Tweedy Browne Burns Oil Holdings in the 3rd Quarter
(Status: Pending)
Energy holding cuts make way for new positions
Stocks:
COP
PSX
CSL
INTC
TFC
Nov 24, 2020
James Li
3 Margin-Growing UK Stocks as Lockdown Measures Ease Up
Episode 2 of World Travels Series aimed at finding margin growth companies
Stocks:
LSE:NXT
LSE:HL.
LSE:POLR
LSE:JET2
Nov 24, 2020
β β β β β
Smead Capital Management
People Need People
In all this tech euphoria and Covid-19 quarantining, investors are missing a key fact: people need people
Stocks:
CMG
Nov 24, 2020
β β β β β
Sydnee Gatewood
David Abrams Adds to Energy Transfer in 3rd Quarter
(Status: Pending)
Guru also reveals real-time reduction of Sculptor Capital Management stake
Stocks:
ET
PACDQ
BEN
CWH
SCU
Nov 24, 2020
β β β β β
Nathan Parsh
National Retail Properties Is a Potential Value Opportunity
(Status: Pending)
Rent collection improved sequentially in the most recent quarter
Stocks:
NNN
FRT
Nov 24, 2020
John Engle
Airbnb IPO Will Put Hype to the Test
(Status: Pending)
The sharing economy is in the hot seat as Airbnb heads to the public market
Nov 24, 2020
Rupert Hargreaves
David Einhorn's Favorite Stock Has Produced a 24% CAGR
(Status: Pending)
A look at the fund manager's top investment holding
Stocks:
GRBK
Nov 24, 2020
Margaret Moran
Top 3rd-Quarter Trades of John Rogers' Ariel Investments
(Status: Pending)
Firm adds to Gilead, cuts ViacomCBS
Stocks:
GILD
MSGE
VIAC
KKR
Nov 23, 2020
Graham Griffin
Mario Cibelli Cuts Simply Good Foods, Adds Stitch Fix in 3rd Quarter
(Status: Pending)
Guru shuffles several top holdings
Stocks:
SFIX
UBER
WWE
SMPL
PYPL
Nov 23, 2020
β β β β β
James Li
Julian Robertson's Top 4 Buys of the 3rd Quarter
(Status: Pending)
Tiger Management starts Workday position, boosts 3 other holdings
Stocks:
WDAY
AER
MSFT
FB
Nov 23, 2020
Sydnee Gatewood
John Paulson Buys Lear, Sells TD Ameritrade
(Status: Pending)
Merger arbitrage specialist releases 3rd-quarter portfolio
Stocks:
LEA
AMTD
ENDP
HZNP
QGEN
Nov 23, 2020
Dilantha De Silva
Gurus Looking Down on the Banking Sector
Bank stocks are cheap for a reason, but contrarian strategists beg to differ
Stocks:
BAC
BK
JPM
PNC
Nov 23, 2020
β β β β β
John Dorfman
A Thanksgiving GARP Feast for Investors
(Status: Pending)
These stocks sell for 15 to 20 times per-share earnings
Stocks:
AMAT
TKR
CIEN
LPX
Nov 23, 2020
β β β β β
Rupert Hargreaves
Why Does Seth Klarman Like Pershing Square Tontine?
(Status: Pending)
A look at one of the value investor's newest holdings
Stocks:
PSTH
Nov 23, 2020
β β β β β
Nicola Guida
Check Point Software: Satisfying the Quality Checklist
(Status: Pending)
The Israeli cybersecurity company has market tailwinds, good quality and competitive advantages
Stocks:
CHKP
Nov 22, 2020
β β β β β
Stepan Lavrouk
Why Did Warren Buffett Move on From 'Cigar Butt' Investing?
(Status: Pending)
The Oracle of Omaha did well early on by buying cheap businesses, but has since evolved his approach
Nov 22, 2020
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