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Why Ensemble Capital is Bullish on NVR (NVR) Stock?

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Why Ensemble Capital is Bullish on First American Financial (FAF) Stock?

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Ensemble Fund’s Q1 2020 Investor Letter

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which .....»»

Category: topSource: insidermonkeyMay 4th, 2020

FPA Capital Fund"s 1st-Quarter Commentary

Discussion of markets and holdingsCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 04/29/2020)Related Stocks: NBL, VNOM, ISBC, ALGT, SAVE,.....»»

Category: blogSource: gurufocusApr 30th, 2020

Spiros Segalas" Harbor Capital Appreciation Fund 1st-Quarter Commentary

Discussion of markets and holdingsCheck out Spiros Segalas Stock Picks » Download GuruFolio Report of Spiros Segalas (Updated on 04/29/2020)Related Stocks: NFLX, AMZN, BA, MA, GS, HUM, DIS, XPAR:AIR,.....»»

Category: blogSource: gurufocusApr 30th, 2020

Hedge Fund and Insider Trading News: Anthony Scaramucci, Pierre Andurand, Howard Marks, East Lodge Capital, Regeneron Pharmaceuticals Inc (REGN), Siebert Financial Corp. (SIEB), and More

Hedge Fund Star Who Won Big in Last Crisis Slumps to 26% Loss (Bloomberg) Hedge fund manager Ali Lumsden gained 73% the last time the mortga.....»»

Category: topSource: insidermonkeyApr 21st, 2020

Seth Klarman"s Baupost Is Buying

The hedge fund manager has been deploying capital for the first time in yearsCheck out Seth Klarman Stock Picks » Download GuruFolio Report of Seth Klarman (Updated on 04/13/2020)Related Stocks: LBTYK, EBAY, HPE, GOOG,.....»»

Category: blogSource: gurufocusApr 14th, 2020

Logica Capital March 2020 Commentary: Is It Different This Time?

Logica Capital commentary for the month of March 2020, titled, “Is It Different This Time?.....»»

Category: blogSource: valuewalkApr 8th, 2020

Think like a business owner, not a trader: JDP Capital

JDP Capital Management commentary for the month of March 2020, titeld, “Now is the time to think like a business owner, not a trader.” Q4... The post Think like a business owner, not a trader: JD.....»»

Category: blogSource: valuewalkMar 24th, 2020

Spiros Segalas" Harbor Capital Appreciation Fund 4th-Quarter Commentary

Discussion of markets and holdingsCheck out Spiros Segalas Stock Picks » Download GuruFolio Report of Spiros Segalas (Updated on 02/09/2020)Related Stocks: AAPL, TSLA, BA, SAGE, LLY, COUP, HKSE:00700,.....»»

Category: blogSource: gurufocusFeb 10th, 2020

Spiros Segalas" Harbor Capital Appreciation Fund Annual Letter

Commentary on markets and holdingsCheck out Spiros Segalas Stock Picks » Download GuruFolio Report of Spiros Segalas (Updated on 12/29/2019)Related Stocks: EL, COST, CMG, LULU, FB, NFLX, ATVI, MA, V, FLT, SQ, MSFT,.....»»

Category: blogSource: gurufocusDec 30th, 2019

Hedge Fund Legend Louis Bacon Calls It Quits: Moore Capital To Return Outside Money

Hedge Fund Legend Louis Bacon Calls It Quits: Moore Capital To Return Outside Money It's no secret that the hedge fund industry is having a hard time. After a string of notable.....»»

Category: blogSource: zerohedgeNov 21st, 2019

Musk Vs. Einhorn: Tesla CEO Offers Hedge Fund Manager A Pair Of Short Shorts

Tesla Inc (NASDAQ: TSLA) CEO Elon Musk on Friday lashed out at Greenlight Capital hedge fund manager and long-time Tesla short seller David Einhorn. 0 read more.....»»

Category: blogSource: benzingaNov 8th, 2019

Value stocks get an endorsement from a long-time hedge fund skeptic

AQR Capital founder Cliff Asness says it's time to "sin" a little — and by that he means increase allocation toward value stocks......»»

Category: topSource: moneycentralNov 8th, 2019

FPA Capital Fund"s 3rd-Quarter Commentary

By Arik AhitovCheck out FPA Capital Fund Stock Picks ».....»»

Category: blogSource: gurufocusOct 15th, 2019

Hedge Fund and Insider Trading News: Kyle Bass, Warren Buffett, Silver Point Capital, Kraft Heinz Co (KHC), and More

Kyle Bass Says Substantial U.S.-China Deal Unlikely at This Time (Bloomberg) Hedge fund manager Kyle Bass, founder of Hayman Capital Management, s.....»»

Category: topSource: insidermonkeyOct 10th, 2019

Need to Know: ‘Monetary policy lunacy’ means there has never been a better time for this asset, says hedge fund analyst

Our call of the day from Otavio Costa, global macro analyst at hedge fund Crescat Capital advises buying gold ahead of “monetary policy lunacy.”.....»»

Category: topSource: marketwatchAug 16th, 2019

Greenhaven Road Capital 2Q19 Commentary

Greenhaven Road Capital commentary for the second quarter ended June 30, 2019. Dear Fellow Investors, Greenhaven’s Fund returned approximately -4% in the second quarter, bringing the YTD gains to approximately +12.5%. Investor.....»»

Category: blogSource: valuewalkAug 6th, 2019

Larry Pitkowsky"s 2nd Quarter GoodHaven Fund Commentary

Discussion of markets and holdingsCheck out Goodhaven Capital Management Sto.....»»

Category: dealsSource: nytJul 30th, 2019

FPA Capital Fund 2nd-Quarter Commentary

By Arik AhitovCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 07/23/2019)Related Stocks: MKSI, XEC, ALGT,.....»»

Category: dealsSource: nytJul 24th, 2019