Investor Tim Seymour shared why it would be a mistake to give up on Boeing as the company enters a new era of positive free cash flow.
Category: Uncategorized
Dan Sundheim’s D1 Capital sells Bank of America and Microsoft in the fourth quarter, buys 3M
Sundheim’s hedge fund sold some of its blue-chip stocks during the fourth quarter, securities filings show.
See value investor David Einhorn’s latest portfolio
David Einhorn’s Greenlight Capital has upped its bets on two key stocks during the fourth quarter.
Druckenmiller buys airline shares, Amazon and Warner Brothers, while dumping Broadcom
Druckenmiller added several new positions during the fourth quarter of 2024.
‘Big Short’ investor Michael Burry shakes up his China bets, adding Temu-parent PDD
The famed investor added a $7.3 million bet on PDD in the fourth quarter, while reducing his exposure in JD.com and Alibaba.
Warren Buffett’s Berkshire Hathaway adds Constellation Brands shares, sells more Bank of America
Berkshire Hathaway continued selling its big Bank of America stake in the fourth quarter, while the conglomerate added a new stake in Constellation Brands.
Leon Cooperman bought these under-the-radar stocks that struggled during the fourth quarter
The firm increased stakes in three holdings on its top 10 list for the fourth quarter.
Philippe Laffont’s Coatue moves away from China-related stocks in most recent quarter
Philippe Laffont’s Coatue Management was lessening its exposure to key Chinese e-commerce companies at the end of 2024.
Seth Klarman’s Baupost picks up a few value stocks, builds a large stake in one industrial name
The widely-followed hedge fund manager took a new stake in industrial distributor Ferguson Enterprises, worth nearly $200 million at the end of 2024.
Wells Fargo sees six key opportunities for fixed-income investors
Wells Fargo says investors should remain active and implement defensive and growth-oriented fixed-income strategies concurrently.