Friday, August 18, 2023

Corvex Select Equity, Up 20.5% YTD Discusses Top Holdings [Exclusive]

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Corvex Select Equity, Up 20.5% YTD Discusses Top Holdings [Exclusive] The Corvex Select Equity fund is up 20.5% net for the year to the end of July, according to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review. The largest contributor to the long/short equity fund's performance in the second quarter was a new holding, Catalent. This company played […] read more
Buffett Books Profits On Short-Term Trades In Q2 Warren BuffettBerkshire Hathaway made some interesting changes to its giant equity portfolio in the second quarter of 2023, giving us an insight into the sectors and industries its managers believe are cheap (or at least undervalued). Investors and analysts often confuse the moves Berkshire makes as an indication of the views of the conglomerate's legendary CEO, […] read more
13F Update Q2 2023: Ackman, Buffett, Klarman, Soros And More David TepperHere is our quarterly roundup of high-profile hedge funds. The data is based on filings covering the quarter to the end of June. These statements only provide a snapshot of hedge fund holdings at the end of the year. They do not contain any information about when the holdings were bought or sold or if […] read more
Mohnish Pabrai Goes All-In On Coal In Q2 Mohnish PabraiMohnish Pabrai made some notable changes to his portfolio at Pabrai Investments during the second quarter of 2023. The firm recently published its 13F for the second quarter of 2023. All hedge funds and investment firms with more than $100 million in assets under management must file a 13F report with the SEC within 45 […] read more
SVN Capital Adds 29.4% In H1 2023 SVN Capital, the international small-cap value fund managed by Shreekkanth Viswanathan, added 29.4% in the first half of 2023, according to a copy of the firm's first half letter, which ValueWalk has been able to review. All of the companies in the portfolio performed well during the first six months of the year, most notably […] read more
Fund With 12% P.A. Returns Highlights Top Holdings Millennium USADan Roller's Maran Capital return to 0.9% net of fees and expenses, according to a copy of its second-quarter update, which ValueWalk has been able to review. For the year to the end of June, the fund has returned 6.1% net. Over the past five years, Maran has produced an impressive 12% annualized return for […] read more
The TJX Companies: Offprice Retail Hits its Stride in Q2 Key Points The TJX Companies had a great quarter, and shares moved to a new high.  Growth, outperformance, wider margins, and raised guidance are highlights.  The company's dividend is reliable… read more
Target Misses The Mark: Is It Too Late To Sell? Key Points Target had a mixed quarter, and the market reacted favorably, but the move may not last. The guidance was lowered despite the Q2 earnings strength suggesting that this… read more
KB Home Constructs Bullish Price Action As Wider Industry Thrives Key Points High interest rates are keeping homeowners in place, boosting homebuilders' stocks. KB Home, a Los Angeles-based midcap, shows potential for further gains as it consolidates in a bullish… read more
Could Big Salary Of UPS Drivers Tip Off A Recession? - $170,000 Reasons Concerns surrounding inflation and its impact on the global economy have taken center stage. The threat of rising inflation has created a sense of uncertainty in the financial markets, leading… read more
How Nonprofits Can Achieve Superior Project Execution Nonprofit organizations are often full of highly motivated and enthusiastic professionals striving to make a difference by advancing their mission. In my experience, as I have spent about half of… read more
A Year Later, Industry Still Lobbying Against Inflation Reduction Act's Success For Average Americans WASHINGTON, DC – One year ago today, the landmark Inflation Reduction Act began making big corporations pay their fair share in taxes while reinvesting in priorities that help grow the middle… read more
Higher Interest Rates Weigh On Stocks In his Daily Market Notes report to investors, Louis Navellier wrote: Higher Interest Rates For Longer Higher interest rates continue to weigh on stocks. Longer-term US Treasury rates, 5-year and longer, continue… read more
What's A Good Return On Investment (ROI)? Just like a seasoned sailor navigates through the vast sea using a compass, a savvy investor uses the return on investment (ROI) as a key compass in navigating the sea… read more
Logica Capital July 2023 Commentary Logica Capital commentary for the month ended July 31, 2023. Summary Markets continued their broad rally in July, with all of the 4 major indices gaining more than +3.0%. In… read more
Berkshire Hathaway Helps To Lift Many Homebuilding Stocks In his podcast addressing the markets today, Louis Navellier offered the following commentary. Listen to the Doves One of the problems the FOMC has is that some of the economic… read more
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