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Billionaire David Tepper of Appaloosa Management recently made headlines when his latest portfolio showed the 66-year-old owner of Carolina Panthers was piling into Chinese stocks while clearly cutting...
Warren Buffett’s Q1’2024 stock holdings data is out and the market is inundated with excitement around the Oracle of Omaha’s favorite stock picks. But unlike many other hedge funds which are fickle and revisit their investments regularly, Buffett believes in buying stocks and then holding on to them for decades. Buffett’s “Mystery Stock Pick” Revealed […]
Michael Burry is in the news for two reasons. One, he has revealed his Q1’2024 portfolio that shows Burry is once again swimming against the tide (more on that later). Second, amid the return of Roaring Kitty on Twitter, meme stock boys on Reddit and Twitter are recalling how Burry was the first notable investor […]
The basic materials industry is almost always on investors’ radar since it acts as a pulse of the broader economic activity in the US and aboard.
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.