Hedge Fund Tips

Be in the know. 15 key reads for Saturday…

5 Blue Chip Stocks in Wall Street’s Penalty Box Have Massive Upside Potential Bottom ofTop of FormBottom of Form (24/7 Wall Street)
Warren Buffett Is One of a Kind. What That Will Mean for Berkshire Hathaway When He’s Gone. (Barron’s)
Warren Buffett more than doubled its investment in Occidental Petroleum (OXY) In Q4 (MarketWatch)
Musk’s Boring Co. Celebrates Breakthrough at Las Vegas Tunnel (Bloomberg)
Boeing Argues It Doesn’t Need to Move 737 Max Wiring Bundles (Bloomberg)
Short-Sellers Give Oil a Break Following Coronavirus Concerns (Bloomberg)
Kraft Heinz Stockholders Find Good News Can Be Bad News (Barron’s)
Hedge-Fund Investor Dan Loeb Bought Stock in Amazon and 2 More Companies (Barron’s)
Consumer sentiment hits highest level since 2018 despite coronavirus outbreak (Business Insider)
White House considering tax incentive for more Americans to buy stocks, sources say (CNBC)
Stocks are near record highs, but people are still not investing (CNN Business)
Hedge Fund and Insider Trading News: Ken Griffin, Dan Loeb, Ray Dalio, Davidson Kempner, PCB Bancorp (PCB), Taylor Morrison Home Corp (TMHC), and More (Insider Monkey)
Hedge Fund ‘Cubs’ Share Information — And Alpha (Institutional Investor)
An Astronaut’s Guide to Mental Models (Farnam Street)
Brookfield: inside the $500bn secretive investment firm (Financial Times)

Article referenced in VideoCast above:

The Chris Janson “Good Vibes” Stock Market (and Sentiment Results)…

Top financiers want Biden to drop out so Bloomberg can win: ’He has no chance’ (Fox Business)
Oil prices steady but set for weekly gain on supply cut optimism (Business Insider)
How a Small-Cap Fund Finds Exceptional Growth Overseas (Barron’s)
Labor Force Participation Rate Mystery: Why Have So Many Americans Stopped Working? (Investor’s Business Daily)
Veteran strategist eyes health care and financials in anticipation of ‘choppy and frustrating’ markets (MarketWatch)
FC’s celebrity investors have a chokehold on $300M dividend (New York Post)
Judy Shelton, Trump’s Fed Nominee, Faces Bipartisan Skepticism (New York Times)
Doubting America Can Cost You a Lot of Money (Bloomberg)
EXCLUSIVE: Kudlow reveals when middle class can expect ‘tax cuts 2.0’ (Fox Business)
Investor complacency sets in while coronavirus spreads (Financial Times)
Warren Buffett loves using Valentine’s Day to explain why See’s Candies is his ‘dream business’ (Business Insider)
Value Investing’s Time to Shine Again Is Approaching (Bloomberg)

Coronavirus sparks hectic trading in search of treatment (Financial Times)
Barron’s Picks And Pans: GM, Kraft Heinz, Tesla, Under Armour And More (Benzinga)
Elliott Management Raises SoftBank Stake, Pushes For Buybacks, Says Market ‘Undervalues’ Portfolio (Benzinga)
Some Gas Left in the Tank for the Stock Market Rally? (ZeroHedge)
Goldman Sachs says impact of coronavirus will be ‘limited,’ and these are the stocks to buy if it’s right (MarketWatch)
Modi’s India is in a slump, but some stocks are worth buying (Barron’s)
‘Swing for the fences’: Warren Buffett’s advice headlines Bill and Melinda Gates Foundation’s 20th annual letter (Business Insider)
FedEx (FDX) Could Save $300M Per Year by Shifting Traffic Through the Ground Network – Bernstein (StreetInsider)
Simon Property Group Announces $3.6B Acquisition Of Taubman Group (Benzinga)
Can Opec stop the slide in the oil price? (Financial Times)

Article referenced in VideoCast above:

The end of oil, or just the beginning? (and Sentiment Results)

Article referenced in podcast above:

The end of oil, or just the beginning? (and Sentiment Results)

4 Bargains to Be Found Among Stocks Hit by Coronavirus Fears (Barron’s)
James Bond’s favorite car maker Aston Martin gets rescue investor (New York Post)
UK formally leaves the European Union and begins Brexit transition period (CNBC)
What Third Point Is Worried About in 2020 (Institutional Investor)
S&P 500 wipes out gain for the year on coronavirus fears (Financial Times)
The Inner Game: Why Trying Too Hard Can Be Counterproductive (Farnam Street)
How Warren Buffett Made 50% Returns During His Partnership Days | Warren Buffett’s Investment Strategy Explained (Macro-Ops)
Eight Things I Never Knew About Jack Dorsey (Ramp Capital)
Ray Dalio Is Still Driving His $160 Billion Hedge-Fund Machine (WSJ)
Drugmakers Are Racing to Develop a Coronavirus Vaccine (Barron’s)

‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Oil Companies Are Finally Pumping Out Cash. That’s Good News for Their Stocks. (Barron’s)
Buy Occidental Petroleum Stock, Morgan Stanley Says. Its Dividend Is ‘Best-In-Class.’ (Barron’s)
JPMorgan posts record profit in strong start to US earnings season (Financial Times)
Citigroup earnings beat expectations on 49% fixed-income trading surge (CNBC)
For Howard Marks, Investing Is Like a Game (Institutional Investor)
Hedge fund puts $550m into technology stock option financing (Financial Times)
EXCLUSIVE: JPMorgan CEO Jamie Dimon praises ‘phase one’ US-China trade deal (Fox Business)
2 GM engineers arrested after 100-mph Kentucky joyride in new Corvettes (USA Today)
Big Commitments for China Energy/Ag Buys in Phase 1 Trade Deal (Reuters)
Worry over ‘Japanification’ of the economy is overblown (Barron’s)
Warren Buffett Should Buy FedEx. It’s Cheap and Elephant-Sized. (Barron’s)
Xi Strikes Optimistic Tone After Riding Out Trade War With Trump (Bloomberg)