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Dan Loeb’s letter to Third Point investors for the second quarter ended June 2023, providing an update on his AI-driven positions. Dear Investor: During the Second Quarter, Third Point returned 1.1% in the flagship Offshore Fund. Q2 2023 hedge fund letters, conferences and more The top five winners for the quarter were PG&E Corporation (NYSE:PCG), Microsoft Corp (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOGL), and Ferguson PLC (NYSE:FERG). The top five losers for the quarter were Alibaba Group Holding Ltd (NYSE:BABA), Danaher Corporation (NYSE: DHR), Catalent Inc (NY...
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Recent weakness among Morningstar dividend indexes is less about interest rates than a narrow equity market; long-term upside remains. Equities have logged solid gains so far this year. After the aggressive monetary policy response to stubbornly high inflation sent markets diving in 2022, stocks have clawed their way back in 2023. The Morningstar Global Markets Index,1 a broad gauge of developed and emerging-markets equities, is up roughly 16% for the year through July 14, 2023, while the Morningstar US Market Index, has advanced more than 18%. What then explains the poor showing for dividend-...
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If you are looking for the next big stock, then a peek at history could help you. You can learn valuable investment lessons by studying the most successful stocks of all time. Although the most successful stocks tend to change over time, their characteristics are often the same. For instance, successful stocks or companies are often profitable, outperform the S&P 500 for decades, and are usually household names. Let’s take look at the most successful stocks of all time. These Are The Most Successful Stocks Of All TimeIt is almost impossible to compile a true list of the most successful stocks ...
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Did “FAANG” stocks resurrect from the dead? Giant tech stocks got crushed last year. But Facebook (NASDAQ:META) has doubled since January. Apple (NASDAQ:AAPL)… Amazon (NASDAQ:AMZN)… Netflix (NASDAQ:NFLX)… and Google (NASDAQ:GOOGL) each jumped at least 20% this year, too. If you made money from these big bounces, congratulations. Four decades of stock market history tells me it’s time to take your winnings and get out… I’ll share a little-known stock to buy instead. But first… This Table Illustrates The Most Important Concept In InvestingIt charts the world’s largest companies by decade since t...
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The fund traded back into several stocks, while trimming and exiting others, resulting in outperformance for investors Investors are carefully divining the latest SEC 13F filing from Chase Coleman’s Tiger Global Hedge Fund reporting its latest trades and movements for the March quarter. From Facebook, now Meta Platforms (NASDAQ:META), to LinkedIn, Spotify (NYSE:SPOT) to JD.com (NASDAQ:JD), Tiger Global’s investments read like a who’s who of the digital revolution. Coleman’s reputation as a kingmaker was sealed. Yet, as with any tale of extraordinary success, the shadows of skepticism began to ...
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Eyeballs = money… Google’s successor has arrived… The new homepage of the internet… I tried Google’s AI, Bard… Google’s Era Is Coming To An End1. I’m issuing a warning against one of the world’s biggest stocks… Google (NASDAQ:GOOGL). And it’s all because of this golden rule of advertising: Eyeballs = money. This rule is why Google became so successful in the first place. No firm attracts as many eyeballs today. Google is the most-visited website in the world. It processes 8.5 billion searches per day. That’s a lot of eyeballs. And one out of every four ad dollars winds up in Google’s pocket—mo...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Ford Motor Co (NYSE:F) announced this week that it has secured lithium supply deals with Albemarle, Livent and SQM to save $7 billion in costs relative to its competitors. As Ford shifts to utilizing more iron-phosphate (LFP) batteries, it actually needs more lithium, since LFP batteries require more lithium than lithium-ion batteries that also use expensive cobalt and nickel. The electric vehicles (EVs) that use LFP batteries will be cheaper and a price war is expected to breakout for EVs, just like...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Big Day for EnergyThe energy disruption from the massive forest fires in Alberta is reducing North America supply and helping the other energy stocks that I continue to hold. A collapse in gasoline inventories before the Memorial Day weekend bodes well for our refining stocks, since the U.S. will soon be approaching peak summer demand. Finally, OPEC+ meets on June 4 and further production cuts may be announced. As a result, I am planning on continuing to hold many energy companies, especially those t...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. Good Guidance RewardedI like how stocks are acting to their earnings announcements this week. Earnings are still working, so that’s a good sign. Guidance is very important. The companies that give good guidance are obviously being rewarded. Retail news has been interesting this week. Home Depot Inc (NYSE:HD) reported on Tuesday that its same-store sales in the U.S. declined 4.6% in the first quarter and warned that it expects its fiscal 2023 sales to decline 2% to 5% compared to 2022. This is the fir...
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The fund trimmed and exited several positions, pivoting segment exposure toward technology in the wake of economic uncertainty Daniel Loeb’s New York-based hedge fundThird Point LLC this week reported its latest trades and movements for the March quarter. Known for the firm’s aggressive investment strategies and relentless pursuit of profits, Loeb is often seen as an unapologetic activist investor. He has built a reputation for shaking up established companies and pushing for change in their management and operations. With an uncanny ability to identify undervalued assets and overlooked opport...
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