Sandara Park: John Elkann: A Great Capital Allocator With A Focus On Truth-Telling

John Elkann: A Great Capital Allocator With A Focus On Truth-Telling

The Agnelli family is one of Europe's wealthiest industrial families, and its interests today are managed by John Elkann, an astute capital allocator whose stewardship of the family-holding company Exor has transformed the family's fortunes. Since 2009 the stock has returned more than 600%, more than the return of the MSCI World Index over the […] Read More

Gold Has Already Started to Run

For weekend reading, Ivan Martchev, investment strategist at Navellier & Associates, offers the following commentary: Over long periods of time, gold can be viewed as the "anti-dollar," or more broadly as "anti-paper money," but over an intermediate term (3-5 years) its price pattern can be quite a bit more complicated. Q3 2022 hedge fund letters, […] Read More

Which Two Bluechip Tech Companies Have Raised Their Guidance?

Bluechip tech company Jabil delivers results to investors. Adobe, another blue-chip winner in the tech world, has also raised guidance for 2023. Capital returns will help support share prices for each company in 2023. The outlook for next year is cloudy. Tech may be one of the more unlucky sectors but it depends on which […] Read More

Can Tractor Supply Stock Surge Past Cup-With-Handle Buy Point?

Tennessee-based Tractor Supply has been forming a potentially bullish cup-with-handle pattern, with a potential buy point near $230. Analysts have a "moderate-buy" rating on the stock with a price target of $235.94, a potential upside of 10.88%. The three-year revenue growth rate is 20%, and its three-year earnings growth rate is 29%. The company is […] Read More

Should You Worry About Elon Musk Selling His Tesla Shares?

Elon Musk has sold billions worth of Tesla stock this week. The likely scenario is that he's trying to deleverage his investment in Twitter. Musk also seems certain we are heading towards a recession, which he has spoken about since May. He could be planning to rebuy shares when they are cheaper, which would follow […] Read More

Activist Fund Jana Partners Launches Proxy Fight At Freshpet

Activist firm owns just under 10% of the company and is pushing for a sale Fintel reports that activist Jana Partners Llc has filed a 13D/A form with the SEC disclosing ownership of 4,.1 million Freshpet Inc (NASDAQ:FRPT) shares and said it would solicit proxies at the company's 2023 annual meeting. Q3 2022 hedge fund […] Read More