FRCJL News and Press, First Republic Bank From 08/16/23

2023-08-16 05:11:35 ET Summary Michael Burry closed out most of his Q1 positions in the second quarter, reducing positions in Signet Jewelers, Liberty Latin America, and New York Community Bancorp. Burry more than doubled his position in The RealReal Inc. and added shares of The G...

2023-07-22 10:45:00 ET Summary Ensemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco. The firm offers customized portfolio management and philanthropic solutions with unparalleled client service. Despite not owning man...

2023-07-15 10:45:00 ET Summary Top performance contributors for the quarter include Meta Platforms, Apple, Alphabet, Copart and Microsoft. Top performance detractors for the quarter include PayPal, Texas Pacific Land, CDW, Tractor Supply and Booking Holdings. We sold First Rep...

2023-07-11 09:30:53 ET Summary Q2 earnings season begins this week with reports from large banks like Citi, Wells Fargo, and J.P. Morgan Chase. This is the first full quarter of results since a series of high-profile US bank failures in the spring. Q2 earnings are likely to sh...

2023-06-28 05:15:00 ET Summary Bireme Capital's Fundamental Value returned 8.0% net of fees in the first 5 months of 2023, slightly trailing the S&P 500. Equities are priced for a Goldilocks economic scenario: not too hot, not too cold. Bireme Capital initiated a significa...

2023-06-26 10:30:45 ET Summary Three of the thirty largest US banks collapsed earlier this year, raising concerns about the stability of the broader banking sector. Upcoming Federal Reserve stress tests and Q2 earnings reports will provide insight into the health of banks and the ...

2023-06-17 02:27:14 ET Summary Simmons First National Corporation is a small regional bank with a 120-year track record of avoiding unnecessary risks and focusing on creating shareholder value. The bank has experienced a downturn in stock price but has continued to meet its object...

2023-05-24 01:15:00 ET Summary Fairlight Capital LLC is a Value-focused alternative asset manager based in Greenwich, CT. Fairlight Alpha Fund outperformed the S&P 500 in the first quarter of 2023, returning 9.9% net of fees. The fund has outperformed the S&P 500 by a ...

2023-05-18 01:21:44 ET Summary We dive under the hood of one of the most influential hedge fund managers in the world, analyzing Scion Asset Management's moves based on their first quarter 13F filing. The report highlights that U.S. equity-based assets under management have increa...