Thursday, October 18, 2018
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Bill Ackman

Investing With The Gurus – Learning From Bill Ackman’s Q2-2018 Portfolio

Perishing Square Capital Management’s Bill Ackman recently filed the hedge funds’ 13F reports for the quarter ending June 30, 2018. For those investors that wish to invest like the Gurus, studying these reports is a great way to understand what portfolio changes have taken place Q/Q. In the following sections, we’ll do a deep-dive... Read more
Third Point LLC

Investing With The Gurus – Daniel Loeb Q2-2018 Update

In earlier posts, we reviewed the investment style of Third Point Management Co LLC’s Daniel Loeb, and we also covered two quarterly performance reviews of the Guru’s portfolio – Q4-2017 and Q1-2018. Today, we’ll look at how the portfolio has performed during Q2-2018. As always, it is our intention to not only review the... Read more

Why You Should Look Away from the “Financial FANG’s” $JPM, $BAC,...

As investors, we’re probably familiar with the FANGs of the tech industry – Facebook (FB), Apple (AAPL), Netflix (NFLX) and Google/Alphabet (GOOG). These are often the “go to” names if anyone wishes to expose their portfolio to technology. There is a parallel concept in the financial industry too, with anyone wanting exposure to the... Read more
2 Expert Stock Picks for Playing Interest-Rate Hikes

2 Expert Stock Picks for Playing Interest-Rate Hikes

As the U.S economy begins to “normalize” (barring any unforeseen fallouts from trade disputes and tariff wars!), the Fed will gradually increase interest rates. This will mean that Treasury yields could rise – perhaps even significantly. So, what does that mean for your portfolio?Well, if Treasury yields continue to drift higher, it will likely... Read more
Investing with the gurus

Investing with the Gurus – Differing Sentiments About the Same Investment

In investment circles, it’s often said that a great company doesn’t necessarily make a great investment. So, when investing Gurus like Bill Ackman (Pershing Square Capital Management), Joel Greenblatt (Gotham Asset Management) or Warren Buffett (Berkshire Hathaway) put their money to work in a stock, one automatically assumes that the opportunity was about a... Read more
Invest with the gurus

Investing with the Gurus – a Look at Robert Bruce’s Current...

Steered by an experienced father-son team of R. Jeffrey Bruce and Robert B. Bruce, Bruce & Co prefers to invest using a moderate allocation of capital across Stocks, Bonds and cash-based assets. Both vanguards of the investment duo have been at the helm since the fund’s founding 33 years ago. They prefer an emphasis... Read more
Daniel Loeb, Third Point Management Co LLC’

Investing like the Gurus: Daniel Loeb’s Portfolio First Quarter 2018 Update

In a prior post, we took a close look at Third Point Management Co LLC’s Daniel Loeb, and what the Guru’s investment style is like. We also delved at length into what the hedge fund’s Q4-2017 portfolio looked like, in order to give us an insight into what specific positions they favor, and which... Read more
Third Point LLC

Investing Like the Gurus: Focus on Daniel Loeb

According to Third Point’s website, Daniel Loeb uses a “…flexible, opportunistic” investment style. What this means is that the team identifies companies where there might be a catalytic situation brewing, and then strategically invests in them to unlock shareholder value. But historically, Loeb has also used activism as a catalyst to add value to... Read more
Paulson and Co

Investing Like the Gurus – Focus on John Paulson the Guru...

John Paulson is famous for making a huge bet on the U.S housing bubble – and winning! His Paulson & Co. Inc. hedge funds placed complex – yet very profitable – credit derivative bets and made billions of dollars as a result. By July of 2011, Mr. Paulson’s fund was at its highest ever,... Read more
South Korea and North Korean border

Investing on Headlines – Investment Ideas on Korean Peace Prospects

Tensions between South Korea, North Korea and the United States have been making headlines ever since President Trump took over the Whitehouse. In fact, in what would seem like an eternity, analysts believe that South Korean stocks have always been trading at a war-discount to stocks in neighboring countries of the Asia Pacific region.A... Read more