John Rogers’ Top 10 Stock Picks
In this article, we shared Ariel Investments’ founder John Rogers’ top 10 stock picks. You can skip our detailed discussion of Rogers’ investment...
Author Archive - Jose Karlo Mari Tottoc
John Rogers’ Top 5 Stock Picks
In this article, we discuss John Rogers’ top 5 stock picks. To read about Rogers’ investment philosophy and interesting details about his...
Bireme Capital: “We are Short Tesla (TSLA)”
Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Here’s Why Semper Augustus Investments Trimmed its Dollar General (DG) Position
Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Bireme Capital’s Q4 2020 Investor Letter
Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Here’s Why Semper Augustus Investments Liquidated their Skyworks (SWKS) Position
Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Billionaire Julian Robertson On Interest Rates and His Top Stock Picks For 2021
In this article, we shared billionaire Julian Robertson’s top 10 stock picks. You can skip our detailed discussion of Robertson’s investment...
Billionaire Julian Robertson’s Top 5 Stock Picks
In this article, we discuss billionaire Julian Robertson’s top 5 stock picks. For Robertson’s comments on interest rates as well as certain...
Billionaire Stan Druckenmiller’s Top 10 Stock Picks
In this article we take a look at billionaire Stan Druckenmiller’s top 10 stock picks. The billionaire is making waves as he recently revealed that...
Billionaire Stan Druckenmiller’s Top 5 Stock Picks
In this article we discuss Billionaire Stan Druckenmiller’s Top 5 Stock Picks. If you want to read our detailed analysis of Stanley Druckenmiller...
15 Fastest Growing Biotech Companies in the US
In this article we talk about 15 fastest growing biotech companies in the US. You can skip our detailed analysis of the biotech industry and go to 5 Fastest...
5 Fastest Growing Biotech Companies in the US
In this article we discuss the 5 Fastest Growing Biotech Companies in the US. If you want to read our detailed analysis of the biotech industry and why...
GreenWood Investors’ CTT – Correios De Portugal, S.A. (CTT.LS) Investment Thesis
GreenWood Investors LLC, a collaborative investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Semper Augustus’ Walt Disney (DIS) Investment Thesis
Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Third Point Believes Prudential PLC’s Asian Franchise is Substantially Undervalued
Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Top 10 Car Company Stocks to Invest In
In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights...
Top 5 Car Company Stocks to Invest In
In this article we discuss the Top 5 Car Company Stocks to Invest In. If you want to read our detailed analysis of these companies, go directly to the...
10 Cheap Stocks To Invest In (February 2021)
In this article we take a look at 10 cheap stocks to invest in (February 2021). You can skip our detailed discussion of our criteria of choosing these...
5 Cheap Stocks To Invest In (February 2021)
In this article we discuss the 5 Cheap Stocks To Invest In (February 2021). If you want to read our detailed analysis of these stocks, go directly to...
Semper Augustus Investment Group’s Q4 2020 Investor Letter
Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Coho Capital on Pershing Square Tontine (PSTH): “Heads I Win, Tails I Don’t Lose Much”
Coho Capital Management LLC, an Oregon-based investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
“DuPont Will Likely Emerge Much Stronger in 2021” Says Rhizome Partners
Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Rhizome Partners: “INDUS (INDT) Looks, Feels, and Talks Like a Billion-Dollar Public REIT”
Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Rhizome Partners: “Berry Global (BERY) is the ‘Rodney Dangerfield’ of Value Investments”
Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Rhizome Partners Continues to be ‘Excited’ about Univar Solutions (UNVR)
Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Here’s Why Calumet Specialty (CLMT) Became Rhizome Partners’ Largest Mistake
Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
SRK Capital: “Tile Shop (TTSH) was a Huge Winner for Us”
SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Is Nocopi Technologies (NNUP) A Smart Long-Term Buy?
SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Third Point Sees Enormous Shareholder Value Creation in Intel (INTC)
Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Third Point: ‘Upstart (UPST) Exemplifies Our Approach to Lifecycle Investing’
Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Here’s Why Choice Equities Thinks that Viad Corp (VVI) is a Great Investment
Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Choice Equities Sees a ‘Promising Figure’ in Select Interior Concepts (SIC)
Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Is Pitney Bowes (PBI) A Smart Long-Term Buy?
Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
‘At Home Group (HOME) Will Benefit From the Re-Suburbanization Trend’ Says Choice Equities
Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Coho Capital Management’s Q4 2020 Investor Letter
Coho Capital Management LLC, an Oregon-based investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
GreenWood Investors’ Q4 2020 Investor Letter
GreenWood Investors LLC, a collaborative investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
Rhizome Partners’ Q4 2020 Investor Letter
Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...
SRK Capital’s Q4 2020 Investor Letter
SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Third Point’s Q4 2020 Investor Letter
Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...
Top 10 Energy Sector Stocks for 2021
In this article we take a look at the top 10 energy sector stocks for 2021. Analysts believe that the energy sector is set to recover in 2021 after facing...
Is Gan Limited (GAN) A Smart Long-Term Buy?
Symmetry Invest, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return...
Choice Equities on Magnite (MGNI): ‘Bear Case is Baseless and Without Merit’
Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Here’s Why Saga Partners Sold Their Dropbox (DBX) Position
Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Is GoodRx Holdings Inc. (GDRX) A Smart Long-Term Buy?
Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Choice Equities Capital Management’s Q4 2020 Investor Letter
Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Symmetry Invest’s Q4 2020 Investor Letter
Symmetry Invest, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return...
Is Roku Inc. (ROKU) A Smart Long-Term Buy?
Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
2021 Onwards will be a Breakout Year for Kura Sushi (KRUS) Says Roubaix Capital
Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which...
Is Teladoc Health Inc. (TDOC) A Smart Long-Term Buy?
Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
Saga Partners’ Q4 2020 Investor Letter
Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...
