The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth quarter 2024 investor letter.
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February 25 - Hedge Fund Investor Letters, News
Stock repurchases are the most discretionary form of capital allocation and have also become over time the most dominant for the US corporations.
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February 24 - Hedge Funds, News
Warren Buffett's Berkshire Hathaway portfolio has long been a beacon for value investors looking for high-quality businesses with long-term competitive advantages.
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February 24 - Hedge Funds, News
The Dow is a renowned and significant stock market index that measures the performance of 30 publicly traded businesses listed on US stock exchanges, representing a diverse variety...
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February 22 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron FinTech Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 20 - Hedge Fund Investor Letters, News
Bretton Capital Management, an investment management company, released “Bretton Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 18 - Hedge Fund Investor Letters, News
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
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February 17 - Hedge Fund Investor Letters, News
Over the past year, the market has highlighted the importance of diversifying portfolios to manage risk.
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February 14 - Dividend Stocks, Hedge Funds, News
The first month of 2025 was an interesting one, with inflation rising faster than expected, giving another motivation for the Federal Reserve to keep interest rates unchanged.
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February 14 - Hedge Funds, News
After a notable growth of 25% for the broader market in 2024, the S&P 500 index gained a little under 4% in the first month of 2025.
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February 13 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently pointed out a significant gap in the American education system, emphasizing that financial literacy is rarely taught in schools, from...
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February 12 - Hedge Funds, News
Warren Buffett is a widely recognized name in the investment world, known for his influence and expertise.
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February 10 - Dividend Stocks, Hedge Funds, News
We came across a bullish thesis on Visa Inc. (V) on Substack by Chit Chat Stocks. In this article, we will summarize the bulls’ thesis on V. Visa Inc.
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February 10 - News, Stock Analysis
In the first week of February, the market experienced little changes as investors analyzed earnings reports from big tech companies, a better-than-anticipated January jobs report...
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February 10 - Hedge Funds, Industries, News
Dividend stocks faced a tough year in 2024 as investor focus largely moved toward technology stocks.
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February 8 - Dividend Stocks, Hedge Funds, News
The rise of artificial intelligence in finance has led many investors to question whether AI-powered tools like ChatGPT can effectively pick stocks.
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February 7 - Hedge Funds, News
On Thursday, Jim Cramer, the host of Mad Money, drew attention to ten stocks that have been driving the performance of the Dow Jones Industrial Average in 2025.
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February 7 - Hedge Funds, News
The Dow is a highly recognized and influential stock market index that tracks the performance of 30 publicly traded companies listed on US stock exchanges, representing a wide...
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February 6 - Dividend Stocks, Hedge Funds, News
Russell Investments continues to monitor and analyze the potential for policy changes in President Trump's second term in office.
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February 5 - Hedge Funds, News
Uncertainty sweeps across the US with the incoming administration’s potential policies.
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January 31 - Business, Hedge Funds, News
A notable event influencing current market sentiment is the recent selloff in technology stocks, primarily driven by speculations surrounding China's DeepSeek AI model.
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January 31 - Hedge Funds, News
Operator: Welcome to Visa's Fiscal First Quarter 2025 Earnings Conference Call. All participants are in a listen-only mode until the question-and-answer session.
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January 31 - News, Transcripts
Big name stocks refer to well-known companies that are widely recognized and have a significant presence in the stock market.
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January 31 - News
Known as the Oracle of Omaha, Warren Buffett will undoubtedly go down as one of the greatest and most prosperous value investors in history.
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January 30 - Hedge Funds, News
On December 12, Tom Lee, Fundstrat Global Advisors managing partner and head of research, appeared on CNBC to talk about his 2025 playbook.
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January 28 - Hedge Funds, News
The US stock market is often regarded as one of the most reliable and resilient financial markets in the world.
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January 28 - Hedge Funds, News
Wall Street's outlook for the stock market in 2025 reflects a cautious optimism following two consecutive years of substantial gains.
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January 28 - Hedge Funds, News
Television personality, financier, and entrepreneur, Kevin O'Leary, also known as 'Mr.
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January 27 - Hedge Funds, News
While we are still in the first week of President Donald Trump’s second term, he has made several significant moves toward the development of AI.
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January 25 - Hedge Funds, News
As of January 2025, the prevailing sentiment among US economic experts leans towards cautious optimism regarding the stock market's trajectory.
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January 24 - Hedge Funds, News
2024 was a stellar year for the US markets, driven by a strong performance in the technology sector.
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January 24 - Hedge Funds, News
The Dow Jones Industrial Average is among the most popular stock market indices globally.
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January 23 - Hedge Funds, News
Chris Hohn is a British hedge fund manager, philanthropist, and activist investor, best known for founding TCI Fund Management.
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January 22 - Hedge Funds, News
According to the Business Research Company, the market for financial services has expanded significantly in the last several years and is further expected to grow at a compound...
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January 10 - Hedge Funds, Industries, News
Both conservative and risk-tolerant investors favor blue chip stocks due to their solid business models, impressive track records, and attractive risk-reward profiles.
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January 9 - Hedge Funds, News
Before and after the Federal Reserve's interest rate cut earlier this month, Jim Cramer had plenty to say on the subject matter.
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December 29 - News
Montaka Global Investments, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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December 26 - Hedge Fund Investor Letters, News
Equity market pricing is never perfect due to supply and demand imbalances, emotional reactions, and errors.
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December 26 - Hedge Funds, News
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
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December 17 - Hedge Fund Investor Letters, News
The digital currency and payments sector is rapidly evolving, driven by technological advancements and changing consumer expectations.
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December 16 - Hedge Funds, Industries, News
On December 12, President-elect Donald Trump rang the opening bell at the New York Stock Exchange, an event rich with symbolism for his pro-business economic agenda and his commitment...
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December 15 - Hedge Funds, News
Visa has one of the most resilient business models in the world and an economic moat that is the envy of many.
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December 14 - News, Stock Analysis
"Above-average returns at below-average risk" is the mantra that defines Charles Akre, one of the most successful asset managers on Wall Street.
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December 14 - Hedge Funds, News
Ole Andreas Halvorsen, the founder and CEO of Viking Global, has built one of the most respected names in the hedge fund world.
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December 10 - Hedge Funds, News
Stocks in the United States are rallying high, but some strategists are eyeing a few risks.
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December 6 - Hedge Funds, News
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
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December 3 - Hedge Fund Investor Letters, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” third quarter 2024 investor letter.
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December 3 - Hedge Fund Investor Letters, News
As 2024 heads to a close, investors are now focused on the state of the economy, its influence on the Federal Reserve's interest rate reduction cycle, and the potential offered...
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November 30 - News
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
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November 29 - Hedge Funds, News
On November 25, the stock market saw a significant surge, with the Dow Jones Industrial Average jumping 440 points to a new record close of 44,736.57.
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November 27 - Hedge Funds, News