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Graham Griffin
Ford Sees China Sales Growth for 1st Time in 2 Years
(Status: Pending)
Legacy automaker's sales aided by new vehicles
Stocks:
F
Oct 16, 2020
β β β β β
Sydnee Gatewood
T. Rowe Price Equity Income Fund's Top 5 Trades
(Status: Pending)
Fund releases 3rd-quarter portfolio
Stocks:
KO
CNP
KMB
JPM
TRP
Oct 16, 2020
Stepan Lavrouk
Warren Buffett: Owning Part of a Business vs. Owning All of It
(Status: Pending)
It's a question of capital allocation
Stocks:
BRK.A
BRK.B
Oct 16, 2020
Stepan Lavrouk
Howard Marks: The Federal Reserve Cannot Prevent Market Cycles
(Status: Pending)
And why it shouldn't anyway
Oct 16, 2020
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Rupert Hargreaves
Warren Buffett's 3% Discount Rate Margin
(Status: Pending)
At look at one strategy Warren Buffett uses to place a value on businesses
Stocks:
KO
BRK.A
BRK.B
Oct 16, 2020
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James Li
Yacktman Focused Fund's Top 4 Trades in the 3rd Quarter
(Status: Pending)
Texas-based fund's newest holding is in South Korean auto parts company
Stocks:
XKRX:012330
XKRX:005935
XTER:CON
ORCL
Oct 15, 2020
Graham Griffin
Jana Partners Ships Out HD Supply
(Status: Pending)
Activist firm continues to reduce stake in the industrial company
Stocks:
HDS
Oct 15, 2020
β β β β β
Margaret Moran
The Yacktman Fund's Biggest 3rd-Quarter Trades
(Status: Pending)
Fund invests in Hyundai Mobis, sells Qurate Retail
Stocks:
XKRX:012330
QRTEA
XTER:CON
XKRX:005935
MSFT
Oct 15, 2020
Smead Capital Management
Smead 3Q 2020 Quarterly Letter: Breaking Big Tech
(Status: Pending)
We recently read Peter Doran's book, 'Breaking Rockefeller,' which is a fabulous economic history of the world from 1840 to 1920
Stocks:
AMZN
Oct 15, 2020
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Sydnee Gatewood
Steven Cohen Dives Further Into SPACs With Stake in FinTech Acquisiton Corp III
(Status: Pending)
The blank check company has agreed to merge with Paya
Stocks:
FTAC
COF
Oct 15, 2020
Stepan Lavrouk
Joel Greenblatt Talks About How He Got His Start as an Investor
(Status: Pending)
He figured out that the best way to succeed is to find the best risk-reward
Oct 15, 2020
Nathan Parsh
Walgreens' 4th Quarter Shows Positive Signs
(Status: Pending)
The company has several areas of strength, and shares remain significantly undervalued
Stocks:
WBA
Oct 15, 2020
β β β β β
Rupert Hargreaves
Howard Marks: Prospective Returns Are About 'The Lowest They've Ever Been'
(Status: Pending)
The latest memo from Oaktree's founder contains some interesting advice about the current market
Oct 15, 2020
Sydnee Gatewood
Ron Baron Has High Hopes for SpaceX
(Status: Pending)
Guru expects the space exploration company will be just as big as Tesla
Stocks:
TSLA
Oct 14, 2020
James Li
FPA Capital Fund's Top 5 Trades in the 3rd Quarter
(Status: Pending)
Los Angeles-based fund releases quarterly portfolio
Stocks:
NCR
ACIW
GLIBA
MTN
NBL
Oct 14, 2020
Graham Griffin
Value Investing Live Recap: Bill Nygren
(Status: Pending)
Key takeaways and questions
Oct 14, 2020
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Margaret Moran
FPA Crescent Fund Sells Otis, Covers Short Positions
(Status: Pending)
Steven Romick's fund made only 1 new buy during the 3rd quarter
Stocks:
MCDIF
OTIS
AVGO
GWW
Oct 14, 2020
Sydnee Gatewood
The Top 5 Trades of the Parnassus Endeavor Fund
(Status: Pending)
Socially responsible fund reveals 3rd-quarter portfolio
Stocks:
INTC
WDC
AMAT
ALK
LRCX
Oct 14, 2020
Nathan Parsh
After a Double-Digit Decline, Hasbro Is Now Fairly Valued
(Status: Pending)
The stock has suffered a deep decline as the toy company struggles with the Covid-19 pandemic. Still, shares appear to be fairly valued
Oct 14, 2020
Robert Abbott
Fortinet: Profiting From Protecting the Internet
(Status: Pending)
A debt-free, highly profitable company, but is the price right?
Stocks:
FTNT
FFIV
AMZN
Oct 14, 2020
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