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Bill Ackman Loads Up On Uber In Major Q1 Portfolio Rebalance (CORRECTED)
Friday, May 16, 2025 - 11:27am | 709Editor’s Note: This article has been updated to reflect that Pershing Square converted its Nike stock into call options, maintaining exposure Bill Ackman could have a new love for the automotive sector with a new investment made in the first quarter and an added position to a stake from the...
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Warren Buffett Ditches Bitcoin-Linked Nu Holdings, Adds To Constellation Brands, Domino's Pizza, Pool Corp Stakes
Thursday, May 15, 2025 - 5:09pm | 830As legendary investor Warren Buffett prepares to step down as CEO of Berkshire Hathaway Inc. (NYSE:BRK) (NYSE:BRK) by the end of 2025, a 13F filing released on Thursday reveals how his team reshaped the firm's portfolio in the first quarter. What Happened: The 13F filing from Berkshire Hathaway Inc...
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Ray Dalio's Bridgewater Dumps SPY, Trims Nvidia, Meta, Alphabet — Bearish Vibes?
Thursday, May 15, 2025 - 2:03pm | 555Ray Dalio's Bridgewater Associates just made a massive portfolio move that's bound to raise eyebrows on Wall Street. Is Berkshire’s Portfolio Sending A Message According to its first quarter 13F filing, the world's largest hedge fund slashed its top holding — the SPDR S&P 500 ETF (NYSE:...
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Earnings Just Put Dan Loeb's Bets To The Test — Here's What Held Up
Tuesday, May 13, 2025 - 11:57am | 1114Earnings results this week spanned several sectors represented in Dan Loeb's Third Point portfolio, offering new insight into the firm’s Q4 2024 positions. Cinemark Holdings Inc (NYSE:CNK): The investor reduced its stake from 7,000,000 shares in the third quarter of 2024 to 3,750,000 shares...
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Charlie Munger's Financial Success Advice: 'I Avoided Standard Ways Of Failing, Because My Game in Life Was Always To Avoid All Standard Ways of Failing'
Sunday, May 11, 2025 - 4:59pm | 460The late billionaire Charlie Munger, renowned for his financial acumen and longevity, believed the key to success was avoiding conventional pitfalls. What Happened: Munger, who lived to 99, attributed his success to a simple and direct approach to life and work. He emphasized the importance of...
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Peter Lynch's Market Advice: 'If You Have Lot of Stocks, Some Will Do Mediocre, Some Will Do Okay,' If One or Two 'Go Up Big Time, You Produce a Fabulous Result'
Sunday, May 11, 2025 - 2:40pm | 565Renowned investor Peter Lynch once opened up about his early experiences in the stock market, his initial investment, and the philosophy that guided his successful investing career. What Happened: Lynch, who is famous for his successful stint at Fidelity’s Magellan Fund, traced his...
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Charlie Munger's Timeless Advice For Navigating Volatile Markets: 'Be Fearful When Others Are Greedy, And Be Greedy When Others Are Fearful'
Saturday, May 10, 2025 - 3:20pm | 466Charlie Munger, the late vice-chairman of Berkshire Hathaway, once offered some words of wisdom for investors dealing with market turbulence. What Happened: Munger, who was a close collaborator of Warren Buffett at Berkshire Hathaway, underscored the necessity for long-term investors to...
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Amazon, Meta, Microsoft Earnings Put Dan Loeb's Portfolio To The Test
Tuesday, May 6, 2025 - 3:40pm | 1609Earnings reports from several key companies in Dan Loeb's Third Point portfolio hit the tape last week, offering fresh insight into holdings that, as of the fourth quarter of 2024, included major names across sectors. Amazon.com, Inc. (NASDAQ:AMZN): Loeb cut the stake from 3,700,000 shares in the...
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3 Stocks Warren Buffett First Bought 24 Years Ago (Hint: Apple's Not One Of Them)'
Monday, May 5, 2025 - 9:31am | 493Apple Inc (NASDAQ:AAPL) might be Berkshire Hathaway Inc's (NYSE:BRK) (NYSE:BRK) biggest holding today, but it's far from being Warren Buffett's oldest flame. While Apple accounts for over 28% of Berkshire's portfolio, Buffett only began buying it in the first quarter of 2016. That makes it a...
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Peter Lynch's Market Observation: 'Far More Money Has Been Lost By Investors Preparing For Corrections, Than Has Been Lost In Corrections Themselves'
Sunday, May 4, 2025 - 4:02pm | 359Famed investor Peter Lynch cautioned against the practice of market timing, underscoring the significance of retaining shares of robust companies amidst market turbulence. What Happened: Lynch has consistently endorsed a disciplined, long-term investment strategy. He asserts that attempts to...
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Warren Buffett's Compounders Crush Cathie Wood's Disruptors Over The Long Haul
Friday, May 2, 2025 - 8:52am | 666Warren Buffett and Cathie Wood may both be stock-picking legends, but their portfolios might as well be from different galaxies. While Buffett cruises the investing seas with old-school juggernauts, Wood launches rockets hoping they'll land on the moon – or at least avoid burning up on re-...
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Tariffs Bite Dan Loeb's Portfolio: Thermo Fisher Hit Hard, Discover Shines
Monday, April 28, 2025 - 2:20pm | 970With earnings season in full swing, let’s examine the performance of some major healthcare, utility, and financial services companies in Dan Loeb‘s Third Point LLC portfolio that reported earnings last week. Thermo Fisher Scientific Inc (NYSE:TMO): Loeb acquired a stake in the company,...
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Take Investment Advice From Shaq — His Fortune Grew Thanks To Charles Barkley and Donuts
Sunday, April 27, 2025 - 3:44pm | 495Former NBA player Shaquille O’Neal has seen a significant increase in his wealth, quadrupling his net worth through an investment strategy inspired by Amazon’s CEO, Jeff Bezos. What Happened: In an interview, O’Neal disclosed that his investment choices are guided...
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Bill Miller's Q4 Additions Struggle Amid Market Uncertainty, What Else Is Dragging Them Down?
Friday, April 25, 2025 - 2:54am | 707Bill Miller IV‘s investment firm has seen significant losses in its fourth-quarter portfolio additions as market uncertainties persist. What Happened: According to U.S. Securities and Exchange Commission filings from February 14, Miller Value Partners, which investor Bill Miller III‘s...
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Billionaire John Paulson Buys $800 Million Stake In Alaskan Gold Mine As Gold Hits Record Highs
Tuesday, April 22, 2025 - 1:46pm | 560Billionaire investor John Paulson and NovaGold Resources, Inc. (AMEX:NG) have agreed to purchase a significant stake in the Donlin Gold project in Alaska. Barrick Gold Corp. (NYSE:GOLD) will sell its entire 50% interest in the project for $1 billion in cash. The Details: Novagold will purchase a 10...