G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

January 23 2024

Billionaire Bought This Under-the-Radar Chip Stock

At one time, Al Gore’s fund, Generation Investment Management, had so much conviction in Qualcomm that they bet around half a billion dollars on it.

Today, another huge investment fund founded by billionaire David Tepper has a stake in the chipmaker. What is it that these money managers see in the San Diego-headquartered firm to persuade them to risk hundreds of millions of dollars?

January 22 2024

Why Buffett Went All In On 1 Stock

G O’Fiachra The Ivy

Apple’s latest product, Vision Pro, has been released for pre-sale this past week and the hopes among shareholders are that it will launch a new massive revenue stream. Where Zuckerberg failed to win over the public’s attention with Oculus, Apple plans to leverage its customer loyalty for quality devices to break down a new barrier.

January 19 2024

1 Stock That Will Pay You Monthly

G O’Fiachra The Spotlight

When Charlie Munger was a boy, he described an encounter he had with an older man who seemed to work very little but had a lot of money. Curious what the man did he questioned the line of business he was in and discovered to his surprise he “rendered dead horses.” What Charlie learned from the conversation was less about horses and more about how one man got rich because he was the only player in that market.

January 19 2024

3 Stocks Buffett Will Not Sell

G O’Fiachra The Ivy

When Buffett was asked about his brief foray into buying and subsequently selling McDonald’s stock decades ago he made a comment that offered a rare insight into the framework he uses to evaluate the long-term merits of a firm. While it’s well-known that he likes a company to have an enduring competitive advantage, it’s not as clear to many what that actually means.

January 18 2024

How Far Will The Market Fall?

G O’Fiachra The Burst

Zooming out is often quite helpful in providing insights as to where the market is likely to go. When we examine a chart of the S&P 500 now on a weekly basis, a clear uptrend from mid-2022 has formed.

So too has a strong resistance line been created at close to the 4,800 mark both at the end of 2021 and the end of 2023.

January 17 2024

Is Today The Top In The Market?

G O’Fiachra The Ivy

If one analyst is to be believed, today should mark the top in the market. Cem Karsan pinpointed January 17, 2024 a few months ago as the day when market tailwinds would subside in favor of market headwinds, but how could he be so specific in his date selection? And will be be right?

Key Points

At VIXperation in January,

January 16 2024

Stock Market Riddle Reveals Big Opportunity

G O’Fiachra The Burst

Imagine a company generating $210 billion in revenues, what do you think it would be worth? To give you a clue, Alphabet produces $297 billion in revenues and is worth almost $1.8 billion. Can you take a stab now at what this other firm is worth?

There is lots of information you need to answer the question so we’ll cut to the chase and share with you that the company in question,

January 15 2024

2 Champion Traders Bought This Stock

G O’Fiachra The Ivy

To be the best sometimes you simply have to follow the best and see what they are doing. That old adage applies to trading Nvidia recently when, on the same day, both Oliver Kell, who posted a 941.1% gain to win the US trading championship a few years ago, and Mark Minervini bought it.

Mark has famously become one of the most successful traders of all time,

January 12 2024

457 Million Reasons to Buy This Auto Stock

G O’Fiachra The Spotlight

When you find an investment manager overseeing $1.2 billion, it warrants further investigation when they bet one fifth of their entire portfolio on a single stock. Yet that’s exactly the conviction that Impactive Capital demonstrated by betting 20.4% of their portfolio on an automotive retailer.

Amid the universe of thousands of stocks, what is it that Impactive portfolio managers saw in Asbury Automotive that motivated them to allocate $457 million of their fund to it?

January 12 2024

1 No-Brainer Cable Stock to Buy

G O’Fiachra The Ivy

Usually cable stocks should be avoided like the plague. The trend towards cord-cutting has been unrelenting as streaming services like Netflix came to the forefront over the past decade. After all, why pay $80 per month when you can pay $10 for a range of movies on your favorite streaming platform?

But most of the well-known cable companies compete against each other in city environments and have to fend off stark competition.

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