Previous 10 | Next 10 |
Using the quarterly 13F filings we extract 50 consensus stocks from 40 large hedge funds, each fund with more than $3.5 billion Assets Under Management. From 1/2/2016 to date investing in all 50 stocks, equally weighted, would have produced a total return of 187.1%, an active return o...
RiverPark seeks to make investments in securities of large capitalization companies, which it defines as those in excess of $5 billion. RiverPark invests in what it believes are exciting growth businesses with significant long term growth potential, but patiently waits for opportunities t...
Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy continued to rebound in what we view as a mo...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy continued to rebound in what we view as a mo...
Citrix Workspace is quickly becoming a critical tool for American business to work from home, the office, or on the road. The benefits of its transition to a cloud-based subscription model could lead to increased growth rates and profit margins into 2022. Citrix represents one of ...
Using the quarterly 13F filings, we extract 50 consensus stocks from 40 large hedge funds, each fund with more than $3.5 billion in assets under management. From 1/2/2016 to date, investing in all 50 stocks, equally weighted, would have produced a total return of 198.2%, an active ret...
Technical analysis provides insights that fundamental observations cannot. We can use that to our advantage in Autodesk (NASDAQ: ADSK). Using the data offered below we have a real-time example. Review The technical data for ADSK below, and the added value of tech...
BMV Group has a 127-year history and a durable moat as the largest stock exchange today in Mexico and second largest in Latin America. The company has operating margins comparable to the highest quality companies we know today and yet is deeply under-followed by investors. Managem...
Autodesk (ADSK) inks an agreement to acquire Upchain, a provider of instant-on, cloud-based product lifecycle management and product data management solutions.The financial terms were not disclosed.The acquisition to accelerate product development data and processes in the cloud.Andrew Anagno...
News, Short Squeeze, Breakout and More Instantly...