Why Is Warren Piling Into This Monster Insurer?
Imagine a business that has quietly dominated its industry for decades, steadily outperforming its rivals while keeping an impeccable balance sheet.
Add to the fact that it has thrived during economic downturns and periods of rising interest rates when its peers faded.
In recent years, it’s seen its earnings surge, boosted by both disciplined underwriting and a strong investment portfolio. » Read more about: Why Is Warren Piling Into This Monster Insurer? »
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Buffett Is Buying, Are You?
The most popular stocks in 2021 became pariahs in 2022. Here’s a short list of the top stocks at the start of the year and how they fared as November rolled around:
- Peloton -91.4%
- Affirm -88.5%
- Asana -87.5%
- Docusign -83.1%
- Snap -82.4%
- Doordash -81.7%
- Shopify -80.6%
- Coinbase -80.5%
- Okta -79.0%
- Twilio -78.8%
- Block -76.6%
As you can see,
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1 AI Stock To Hold For A Decade
When Palantir first came public, it was met with a degree of skepticism and mystery. The company had long been famous for its connections to government and intelligence. But since its public markets debut, Palantir has largely disappointed.
The early pop in 2021 to $35 per share has long faded and now, sitting under $10 per share,
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Is Meta Doomed?
When Facebook changed its name to Meta (META), it made an all-in gamble before it had even been dealt a hand. The metaverse is a concept so new that even its definition is still up for debate. Some say it’s a virtual world where you can be anyone you want,
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Billionaire Bets The Farm On Under-the-Radar Health Stock
Stanley Druckenmiller is among the most astute stock pickers in the world and often ahead of broader market consensus. That may be attributable to his view that it’s best to buy with an eye on where things will be in 18 months versus today.
One of his latest buys, and a big one at that,
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Read MoreThe Burst
Is It Time To Buy Chinese Stocks?
Chinese stocks have been beaten dow for a long time but it’s possible that a tectonic shift is taking place. It’s been such a puzzle to understand why their valuations have been low for such an extended time period that even the likes of Charlie Munger got fooled by cheap valuations.
One overarching challenge has been the ongoing regulatory environment.
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Read MoreThe Spotlight
Soros Protege Tripled His Investment In This Stock
I found something interesting sniffing around the latest Duquesne Family Office 13F filings. Former Soros protege, Stanley Druckenmiller tripled his stake in Datadog, a SaaS monitoring and analytics platform.
Why would a billionaire be buying a high growth stock in a rising interest rate environment?
The first clue lies in the DDOG share price.
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Read MoreThe Daily
COIW Vs. CONY: Why Leverage Outperforms Covered Calls In Coinbase ETFs
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