Plus: Berkshire's first department store since 1966


 
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LEAD STORY


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Ackman Put 17% of His Fund Into These Three Stocks
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Five weeks ago, the second-quarter 13F filings landed. (The refresher, for
newer readers: any firm managing over $100 million must show the SEC — and you
— its U.S. stock holdings, 45 days after each quarter ends. It’s the only place
the world’s best investors are forced to open their books.) And every outlet
ran the same story: look what the billionaires are buying. Here’s what almost
nobody talks about. They were buying from each other. Berkshire Hathaway added
48 million shares of Alphabet last quarter — while Tiger Global cut its stake
nearly in half and Bill Ackman sold every share he had. Coatue multiplied its
Micron stake roughly nineteen-fold — while David Tepper was cutting his by 41%.
Same stocks. Same three months. Some of the smartest investors alive, reaching
opposite conclusions with billions of real dollars. That’s normal. That’s what
a market is. But it means most “smart money bought it!” headlines cancel out
the moment you check who was selling. So tonight, to close…
READ FULL ARTICLE →
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FEATURED ANALYSIS


Wall Street Is Raising Targets. We’re Raising the Red Flags.
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Wall Street’s favorite game is to call a price target “research” after the
stock has already moved. This week, the game is especially lively: analysts are
initiating coverage on AI hardware, upgrading a handful of financial and
industrial names, and lifting targets on Meta as if a new product launch has
already become a new earnings stream. We are not here to outsource judgment to
a brokerage model. Analyst actions are useful research inputs, not verdicts.
The question is not simply who got…
READ FULL ARTICLE →
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MORE HEADLINES


1. Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own
Guidance. Last Time That Happened, the Stock Fell 4%.
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2. Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion
Above Estimates. The Stock Fell 10%.
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3. CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12
Billion in Three Months.
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4. The Biggest Threat to Your Portfolio Isn't Iran
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