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Archive for the “13F” Category

The Tiger Cubs Love Microsoft, Facebook, and Amazon

Posted on November 4th, 2019 by daniel

Microsoft Corp. (MSFT), Facebook Inc. (FB), and Amazon.com Inc. (AMZN) all have one thing in common, that they are the three largest holdings among the Tiger Cubs in aggregate. The Tiger Cubs are a group of investment firms that can trace their origins back to famed money manager Julian Robertson and Tiger Global Management LLC.  According to data compiled by WhaleWisdom, the Tiger Cubs own more than 5% of each of the three companies in their respective portfolios.

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The Baker Brothers Are Having One Amazing Year

Posted on October 28th, 2019 by daniel

One has to think that Baker Brothers Advisors have put together one heck of a year. Two of their top three holdings are up by 80% or more in 2019, helping to make their top three holdings worth a combined $7.9 billion. It represents nearly 45.8% of the firm’s total assets under management, according to data compiled by WhaleWisdom.

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Here is Why the Stock Market May Be About to See a Rally

Posted on September 30th, 2019 by daniel

The S&P 500 has had a very strong run in 2019, with the index rising by around 18.2%. However, this year’s gains are misleading, due to the sharp end of year sell-off of 2018. Over the past 52-weeks, the S&P 500 has increased by a lackluster 1.9%, but perhaps that is all about to change for the better.

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Comcast Is a Favorite Among the Smartest Funds

Posted on September 23rd, 2019 by daniel

Comcast Corp. (CMCSA) shares have risen by almost 36% in 2019, easily beating the S&P 500’s gain of about 19.5%. The company’s big advance has followed better than expected quarterly results, and comes ahead of the company’s big push into its direct to the consumer streaming offering.

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Alibaba – An Investor Favorite Despite the Trade War

Posted on September 9th, 2019 by daniel

Surprisingly, Alibaba Group Holding Ltd.’s (BABA) stock has risen by nearly 30% so far in 2019, which is better than the S&P 500’s gain of 19%. The better than expected results come despite the escalating trade tensions between the US and China, and the significant devaluation of the Chinese currency, the yuan. Still, the stock was very popular among investors during the second quarter.

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