With an $863 billion market capitalization, Berkshire Hathaway is not the largest company in the world, not by a long shot. That title goes to Microsoft with Apple a close second. Both tech giants are about 3x larger than Buffett’s firm but what the Oracle of Omaha has built is the largest company by revenues.
» Read more about: 19.6% of Buffett’s Berkshire Is In 1 Stock »
For investors who are only familiar with stock investing, the options market can seem like a great unknown. That market is so large that it can sometimes act like the tail wagging the dog.
As we approach the monthly expiration of options in February, the risks to the market grow. That fact is well understood by one analyst,
» Read more about: Market Commentary: Valentine’s Day Massacre Begins Now »
You may not have heard of Glenview Capital Management or Larry Robbins, who leads it, but the asset management firm oversees $4.4 billion and has taken a meaningful stake in one little-known firm that appears to be substantially undervalued.
The information technology services and consulting company that has earned Robbins favor goes by the name DXC Technology Company,
» Read more about: Billionaire Bets Big On Under-the-Radar Tech Stock »
It seems every generation needs to learn the same lesson the hard way. In 2000, when technology stocks were flying high but fundamentals failed to justify the valuations, the fear of missing out on big gains caused many to chase higher highs and regret it.
More recently, a similar type of investment, draped in narrative and shy on fundamentals,
» Read more about: 14 Billion Reasons To Avoid Fast Growth »
David Einhorn is the billionaire money manager who founded Greenlight Capital, an asset manager that produced a 16.5% annualized return from 1996 to 2016 and cemented his legacy as one of the top fund managers of our era.
In his $1.7 billion fund, Einhorn has a host of stocks that appear to be substantially undervalued but one tops his list as the most undervalued,
» Read more about: Billionaire Einhorn’s Most Undervalued Stock »
While investors are paying attention to Presidential debates, global conflicts, and inflation, kids have their attention somewhere else, and for many adults an opportunity lies unearthed as a result.
Roblox is a gaming platform that has resonated with kids, teens and young adults in particular. While revenues absolutely mushroomed higher during the 2020-21 period for obvious reasons,
» Read more about: Spotlight: 1 Gaming Stock The Kids Flocked To »
Imagine being a billionaire and having to build a portfolio that will stand the test of time. How many stocks would you pick and how much would you put into teach of them? If you’re Nelson Peltz with $6 billion of capital under management the answer is 40.5% in a single stock.
Rounding out his portfolio are just 7 other holdings,
» Read more about: Market Commentary: Billionaire’s Top Holding Will Shock You »
Long ago, a conversation between two investors about the sluggish revenues of what was then Facebook went something along the lines of this: With all those users, why isn’t Facebook making more?
To which the second investor replied, do you really think they figured out how to get a billion users on their platform and don’t know how to make money from them?
» Read more about: Market Commentary: Underestimate Zuckerberg At Your Peril »
The S&P 500 has been on a monumental run over the past few months, climbing from near 4,100 last October to almost 5,000 more recently.
It’s a tough time for bulls and bears after such a sharp run up in a narrow time window. The options are to short the market at your peril or go long the market and risk a big drawdown.
» Read more about: Market Commentary: 1 Easy Way To Get Lots Of Extra Income »
It’s easy to get distracted by the energy sector when Buffett is snapping up Occidental Petroleum shares with abandon and already owns so much of Chevron. But arguably both should be cast aside in favor of what might well be the #1 stock in the sector, Exxon Mobil.
With a market capitalization of around $400 billion and generating revenues of $338 billion,
» Read more about: Market Commentary: #1 Oil Stock, Period »
