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Alphabet (GOOGL)(GOOG), the parent company of Google that is headquartered in the U.S., was the largest contributor for the quarter, returning 22.2%. The share price improved along with the broader U.S. equities market. The company also delivered reassuring first-quarter results in April as exhibited by a 13% increase in total revenue. Both the YouTube and cloud segments of the business grew 33% and 52%, respectively, and YouTube finished March at a high single-digit growth rate, despite the negative impact from the coronavirus. In addition, CFO Ruth Porat indicated the company is already seeing “very early signs of recovery” in
The Oakmark Global Select Fund had a strong quarter of absolute and relative performance, returning 23.1%. The benchmark MSCI World Index returned 19.4% for the same period. The Fund has returned an average of 6.4% per year since its inception in October 2006, outperforming the MSCI World Index, which has averaged 5.6% per year over the same period.
Alphabet (GOOGL), the parent company of Google that is headquartered in the U.S., was the largest contributor for the quarter, returning 22.2%. The share price improved along with the broader U.S. equities market. The company also delivered reassuring first-quarter results in April
The second quarter of 2020 was an almost mirror image of the first. The world’s efforts to curb the spread of the coronavirus began to have an impact and the significant U.S. fiscal stimulus, announced in late March, provided much-needed support to consumers, businesses, and the credit markets. The Oakmark Select Fund returned 23% in the second quarter versus a 21% return for the S&P 500 Index. While we are gratified by this result, we understand that we have significant ground to make up with the Fund down approximately 17% YTD (in line with the Russell 1000 Value Index, also
The second quarter seemed like the first quarter movie was played backwards. At the beginning of the year, stock prices increased modestly and then quickly plummeted in the fastest ever bear market, with the S&P 500 Index dropping by 34% in 23 trading days. The second quarter started with the fastest ever 50-day stock price recovery, during which the S&P 500 shot up 40% (including a few days at the end of March), which was followed by a modest decline. Though not intuitive, a 40% gain doesn’t offset a 34% decline (0.66 x 1.40 = 0.92), so the S&P 500
Seth Klarman (Trades, Portfolio) has revealed an addition to his holding of Translate Bio Inc. (TBIO) by 2.85% according to GuruFocus’ Real-Time Picks.
Klarman is a value investor and portfolio manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $7 billion, and has averaged returns of nearly 20% annually since its inception. Klarman is the author of the book "Margin of Safety," which sells for over $1,000 since it is out of print. Klarman attended Cornell University, where he received a degree in economics, and later attended Harvard
We at GuruFocus are excited to introduce a new video series called "Mastering the GuruFocus Site!"
The series will consist of 12 short videos (approximately three to five minutes each) meant to provide users with everything they need to know about how to navigate the GuruFocus site quickly, efficiently and to full effect.
Throughout the series, we have made every effort to provide answers to the questions that new users most frequently ask us about. This isn’t a cut-and-dry manufacturer’s instruction book; we have taken the input we have received from GuruFocus users and used it to create a quick
Kynikos Associates founder Jim Chanos (Trades, Portfolio) has been a very vocal critic of electric car manufacturer Tesla Inc. (TSLA), as well as its celebrity CEO Elon Musk, over the last five years. Since October 2019, Tesla's stock has more than quadrupled in price, and as of writing, the business has a $186 billion market capitalization and is trading at more than $1,000 a share. Despite this, Chanos is still as bearish as ever on the company. He discussed his thesis in a recent interview with Bloomberg.
A barometer for the market
Few stocks inspire
I’ve long admired Amazon (AMZN) and its founder Jeff Bezos. Amazon has one of the most powerful business models in the world. Although I am not a shareholder of Amazon, I’ve read every shareholder letter from the company.
For a company as powerful and valuable as Amazon, it’s natural that controversies will also follow. In the most recent issue of The Economist, an article titled “Amazon: And the second day…” laid out a few of the regulatory challenges the company faces.
First of all, Amazon’s retail business’s growth has decelerated from 27% to 18% between 2016 and 2019. Covid-19 drove
The richest man in Asia, Mukesh Ambani, has been named to the ninth spot on the Bloomberg Billionaire Index. Ambani, the CEO of Reliance Industries Ltd. (NSE:RELIANCE), saw his net worth soar to $64.5 billion after gaining on recent investments.
Ambani is currently the only person from Asia to be featured on the list and edged out Larry Ellison of Oracle (ORCL) and Francoise Bettencourt Meyers of L'Oreal (XPAR:OR) according to CNN.
Reliance Industries
Reliance Industries engages in hydrocarbon exploration and production, refining and marketing, petrochemicals, retail and communications. Located in west India, Reliance's refineries produce a range of
During the beginning stages of the Covid-19 pandemic, office workers and most other employees who were able to work from home shifted to remote operations. At first, these measures were expected to be temporary. However, as it has become clearer that the virus is here to stay (much like the 1918 flu), a growing number of jobs are shifting to more permanent at-home positions.
One reason for this may be to reduce the spread of the virus, but the work-from-home industry is gaining another unlooked-for boost from this trend: more people are discovering that their teams work more quickly and
Canada-based Constellation Software (TSX:CSU) concentrates on acquiring and growing market-leading software businesses that develop specialized, mission-critical software solutions in various verticals.
As indicated in our previous articles, an inorganic growth strategy would usually discourage us. However, checking the past financials of the business, we are amazed to see an average return on equity of more than 40% and a compound annual growth rate of almost 40% in net profit for the last decade. No wonder the stock has considerably outperformed.
Thus, we looked into the company's filings and shareholder letters to find investing lessons from Mark Leonard, who is the
Since the very first video was posted in 2005, YouTube has grown to see a user base of over two billion people. The platform’s viewership spans 100 countries and has content posted in 80 languages. This widespread usage sees one billion hours of content consumed on a daily basis.
The platform has served for both the purposes of entertainment and education. In recent years, it has popularized the world of finance and investment for the masses. Channels that are focused on financial advice and investment ideas have gained millions of subscribers and hundreds of millions of views.
Investors are well aware by now that the pandemic crisis has put many financially struggling companies in a cash crunch. In the first quarter alone, U.S. corporate debt rose by another $1 trillion as companies drew on various credit facilities, further weakening their balance sheets.
Many large-cap public companies were the biggest net buyers of their stock during the past 10 full fiscal years. Now that a third of S&P 500 companies have paused their share buybacks completely and many others have cut their buyback allocations, a key level of support for their share prices has fallen out from under
As the stock market attempts to rebound from a coronavirus-driven first quarter of 2020, GuruFocus conducted a backtest study of the Predictability Rank for the period between January 2009 to December 2019.
Berkshire Hathaway Inc. (BRK.A)(BRK.B) CEO Warren Buffett (Trades, Portfolio) said that the percentage of total market cap to gross domestic product is “probably the best single measure of where valuations stand at any given moment." As Figure 1 illustrates, the Buffett indicator tumbled from a record high of 152.5% in January close to a three-year low of 120.3% in March, highlighting
One of my favorite songs of all time is Don McClean’s 1971 hit, American Pie. He tells the story of the aftermath of the plane-crash loss of his favorite music makers, Ritchie Valens and Buddy Holly. McClean was devastated by losing these titans of music and put together a classic song to deal with his grief. In the process, he included the national agony associated with events in the late 1960s which changed us forever. Here is what he wrote:
A long, long time ago
I can still remember how
That music used to make me smile
When he released the Oakmark Fund’s first-quarter portfolio earlier this week, renowned investor Bill Nygren (Trades, Portfolio) disclosed he entered four new positions.
To achieve long-term capital appreciation, the guru, who also manages the Chicago-based firm’s Select and Global Select funds, usually invests in mid- and large-cap companies. When picking stocks, he looks for growing companies that have shareholder-oriented management teams. According to the fund’s fact sheet, he prefers to take a position when the stock is trading at a substantial discount to his estimate of intrinsic value, then waits for the gap between the two to
With close to 150 years of combined experience in the financial markets, it’s perhaps unsurprising that Charlie Munger (Trades, Portfolio) and Warren Buffett (Trades, Portfolio) have made their fair share of mistakes. What is perhaps more surprising is their attitude towards their mistakes.
At the 2001 Berkshire Hathaway (BRK.A) (BRK.B) annual investor conference, Munger was asked to comment on what he considers the biggest mistakes of his career to be. Here’s a summary of his response.
Errors of omission
In Munger’s estimation, Berkshire’s biggest investing mistakes have been those of
In the first quarter of 2020, many gurus had unusually high turnover rates in their portfolios as the market downturn in March led them to re-evaluate their holdings and distribute their funds to new value opportunities.
According to GuruFocus’ Hot Picks, a Premium feature which allows investors to screen for the stocks that had the most guru buys or sells over a specific time frame, the stocks that had the most sells from gurus during the first quarter (as determined by net sells) were Microsoft Corp. (MSFT), Alphabet Inc. (GOOGL)(GOOG), Citigroup Inc. (C), Oracle Corp. (ORCL) and Gilead Sciences
Cloud-based software services have proven to be one of the most resilient sectors in the current Covid-19 environment. Companies with a strong competitive differentiation within this space, such as Splunk Inc (SPLK), have been able to deliver good quarterly results. While the overall global economic outlook may appear to be highly uncertain, the demand for Splunk’s offerings remains solid and the company appears to be on track for another year of double-digit growth.
Company overview
Splunk is a renowned developer and provider of cloud-based software solutions that help organizations gain real-time operational intelligence in the United States and internationally. Its
Scion Asset Management, the firm founded by “The Big Short” investor Michael Burry, disclosed in May that it closed its position in Google parent Alphabet Inc. (GOOGL)(GOOG) and introduced five new positions during the first quarter: Jack in the Box Inc. (JACK), Facebook Inc. (FB), Boeing Co. (BA), Discovery Inc. (DISCA) and The Michaels Companies Inc. (MIK).
Burry recognized and invested in the subprime mortgage crisis in 2008, making a large short bet in collateralized mortgage obligations. The investor started Scion in 2013 and has been reporting his holdings in public companies.
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