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Steven Chen
Urbem's 'Wonderful Business' Series: Armanino Foods of Distinction
(Status: Pending)
A food-niche hidden gem
Stocks:
AMNF
KHC
Dec 06, 2019
β β β β β
Margaret Moran
Bill Ackman's Pershing Square: 3rd-Quarter Update
The hedge fund's biggest moves of the third quarter, with shareholder letter excerpts
Stocks:
ADP
BRK.B
CMG
QSR
LOW
Dec 05, 2019
β β β β β
James Li
John Paulson's Top 5 Buys in the 3rd Quarter
(Status: Pending)
Merger arbitrage guru releases portfolio
Stocks:
CPE
PSDO
AGN
AABA
ONCE
Dec 05, 2019
Robert Abbott
Just One Thing: 'Skill and Information Are Your Remedies'
(Status: Pending)
The challenge of gathering the inside information you need to make investing decisions
Dec 05, 2019
James Li
Stanley Druckenmiller's Top 4 Buys in the 3rd Quarter
(Status: Pending)
Former Soros partner's top buys include GE and 2 new holdings
Stocks:
GE
NOW
SHOP
PLAN
Dec 05, 2019
Sydnee Gatewood
The Top 5 Holdings of Chuck Royce's Firm
(Status: Pending)
Small-cap specialist's largest position is Quaker Chemical
Stocks:
KWR
AL
MKSI
ARES
HUBB
Dec 05, 2019
Rupert Hargreaves
Warren Buffett: Why the Returns of Borrowing Money Are Not Worth the Risks
(Status: Pending)
Some thoughts on borrowing from the Oracle of Omaha
Stocks:
BRK.A
BRK.B
Dec 05, 2019
β β β β β
Ishan Majumdar
Deere & Co. Might Not Be Worth Your Money
(Status: Pending)
Despite a weakened outlook, the agricultural equipment manufacturer's stock continues to be pricey
Stocks:
DE
Dec 05, 2019
Steven Chen
Urbem's 'Wonderful Business' Series: NIC Inc.
A growing toll bridge business on the cloud with moderate risks
Stocks:
EGOV
ACIW
Dec 05, 2019
β β β β β
Robert Abbott
Just One Thing: 2% More?
(Status: Pending)
Does an equal-weighted fund offer a free lunch compared to a capitalization-weighted fund?
Dec 05, 2019
Stepan Lavrouk
What Is the Real Difference Between an Investment and Speculation?
(Status: Pending)
The distinction is not as clear-cut as you might think
Dec 04, 2019
Margaret Moran
Charles Schwab and TD Ameritrade: Does the Deal Really Break Buffett's Rule on Acquisitions?
The situation surrounding the all-stock deal is vastly different from the reason for the rule
Stocks:
SCHW
AMTD
TD
BRK.A
BRK.B
Dec 04, 2019
James Li
Wallace Weitz's Major Consumer Cyclical Holdings
(Status: Pending)
CEO and chief financial officer step down at one of guru's new holdings, Expedia
Stocks:
EXPE
KMX
BKNG
AMZN
QRTEA
Dec 04, 2019
Robert Stephens, CFA
Why Nike's Stock Price Could Soar
(Status: Pending)
The company's growth strategy may widen its economic moat
Stocks:
NKE
Dec 04, 2019
Sydnee Gatewood
Hayman Capital's Kyle Bass Throws Support Behind Bill Limiting World Bank Lending to China
(Status: Pending)
The hedge fund manager told CNBC that 'China has infiltrated the World Bank'
Dec 04, 2019
Rupert Hargreaves
Warren Buffett on Making Money in Credit Insurance
Thoughts from the 2010 Berkshire meeting
Stocks:
BRK.A
BRK.B
GS
Dec 04, 2019
Steven Chen
Urbem's 'Wonderful Business' Series: Technology One
(Status: Pending)
An enterprise SaaS rising star
Stocks:
ASX:TNE
SAP
Dec 04, 2019
β β β β β
Barry Cohen
Bayer and Teva Double Down on Worst M&A Deals of Decade
The companies both hit the dubious roster twice, but are joined by many of the biggest names in the drug industry
Stocks:
XTER:BAYN
TEVA
GILD
MRK
Dec 04, 2019
Margaret Moran
Chase Coleman's 3rd-Quarter Buys
(Status: Pending)
Hedge fund invests heavily in online solutions platforms
Stocks:
NEWR
PLAN
BABA
FB
Dec 03, 2019
β β β β β
Sydnee Gatewood
Paul Singer's Elliott Management Adds 4 Stocks to Portfolio in 3rd Quarter
(Status: Pending)
The activist firm's newest target is AT&T
Stocks:
T
MINI
CARB
CISN
Dec 03, 2019
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