The Ivy

Warren Buffett’s transformation of Berkshire Hathaway from a struggling textile firm into a powerhouse conglomerate is legendary, illustrating the quintessential investor’s dream. Last year, Berkshire Hathaway celebrated a record-breaking profit just shy of $100 billion.

Now a nonagenarian, Buffett remains at the helm and his investment moves always draw significant attention. But Berkshire’s vast cash reserves are also a prime money-maker these days.

 » Read more about: 24 Million Reasons To Buy This Time-Tested Stock  »

Oh gee, not only do bulls have to worry about how the CAPE index has risen above 30, historically a signal of an impending market correction. And not only do they have to be skittish about Nvidia hitting a $2 trillion market capitalization, leaving Meta and other Magnificent 7 stocks in the dust on valuation,

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Technical charts are littered with examples of historical comparisons. Is the most recent bullish run-up in the S&P 500 similar to the 1929 peak? Is the hype around AI similar to the buzz around the internet in 2000? Is the soaring Nvidia stock chart akin to the bull run in Cisco 24 years ago?

It’s hard to tell looking at a stock chart alone whether history will repeat or simply rhyme,

 » Read more about: The Horrifying Chart That May Forecast A Plunge  »

Lantheus Holdings isn’t a healthcare firm that springs to the top of investors’ minds as say a United Healthcare might but it’s attracted the interest of one money manager who oversees almost $20 billion, Farallon Capital Management.

What is it that this astute asset manager sees in this off-the-radar firm which has sold off big time in the past 3 months?

 » Read more about: 1 Healthcare Firm Billion Dollar Funds Bets On  »

You would probably assume that Apple’s rise to become a $3 trillion market capitalization company cements its holding on the title of the best performing stock over the past quarter century. If not Steve Jobs’s firm, surely Microsoft holds the top spot as the largest company by valuation in the S&P 500 today?

It turns out neither company has the title,

 » Read more about: The Best Stock Over The Past 25 Years  »

When a market leader does an about turn, it’s time to pay really close attention to the sentiment changing in the market.

On Friday, February 16th that’s precisely what happened with SMCI, a market leader that had run up from $55 per share in September 2022 to over $1,000 per share by February 2024.

 » Read more about: Blowoff Top In Leader Should Strike Fear In You  »

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  »

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  »

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  »

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  »