At Whale Rock Capital Management, a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology…
Berkshire has long been defined by patience and concentration, often holding positions for years or even decades. When it reduces exposure across multiple major holdings in a single quarter, it tends to…
Joel Greenblatt built his reputation on the “Magic Formula,” a framework that focuses on buying companies with high earnings yield and strong returns on capital. It’s a simple idea, but it has…
On The Investor’s Podcast (formerly known as We Study Billionaires), investor Daniel Mahncke made a claim worth stopping on: MercadoLibre has achieved “the longest ever streak of quarters with over 30% year…
Through the Baupost Group, Seth Klarman has built a reputation as one of the most disciplined value investors on Wall Street, often holding cash for long stretches before stepping in when opportunities…
Live Updates Meta Spy2:18pm ETMark Zuckerberg plans on monitoring Meta’s (Nasdaq: META) workforce but is letting them know first. The company is rolling out new tracking software on the computers of all…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock just earned a bullish endorsement from RBC Capital Markets, which raised its price target from $115 to $170 while maintaining its Outperform rating. The…
The Magnificent Seven helped drive the market sideways this year. At one point, not a single stock traded at a higher price than the S&P 500 during 2026. All of that has…
The Nasdaq Composite (^IXIC) looks set to recapture gains on Tuesday with all eyes on Apple (Nasdaq: AAPL) after CEO Tim Cook announced he would be stepping down. Tech futures are rising…
O The S&P 500 (^GSPC) is poised to open higher today on tailwinds sent from corporate America’s earnings. After starting off the week on shaky footing amid another bout of uncertainty surrounding…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock is heading into its April 29 Q1 earnings report with fresh momentum from two major Wall Street endorsements. BofA raised its AMZN stock price target to…
David Moadel Following a billionaire investor’s moves might not guarantee success, but it can be a great way to gain insights into the investing world. You can get to know where investors are parking…
Live Updates Warsh on Fed Independence 12:39pm ETFed chair nominee Kevin Warsh in prepared remarks before the Senate Banking Committee said the central bank must remain largely independent of political influence while…
Scott Galloway has made a pointed case against the SpaceX IPO. His core argument deserves a fair hearing before I explain why I think he lands wrong. Galloway’s Case, Fairly Stated SpaceX’s…
FFLG has returned 44% over the past year, beating both the S&P 500 and Nasdaq 100 over the same stretch. That kind of outperformance from an actively managed fund with $521 million…
