Cov ntsiab lus Loeb thiab Rolfe ob leeg muaj txoj haujlwm hauv UnitedHealth thiab Disney raws li peb lub hlis xaus rau Lub Rau Hli 30. Lawv ob leeg muag cov khoom ntawm ib qho Tshuag, thaum yuav lwm tus. Txawm tias gurus Daniel Loeb (T...
Tag: 2Q
Bill Nygren Yuav Amazon, Curbs Humana Investment
Summary Tus guru tau tsim ib ceg txheem ntseeg hauv AmazonAMZN . Nws kuj txo nws txoj haujlwm HumanaHUM los ntawm 74.12%. Nygren muag tawm ntawm ConstellationDAG BrandSTZ s, Keurig Dr Petter thiab DXC TechnologyDXC . Bill Nyg...
Chase Coleman's Tiger Global Carves Up Top Tech, Retail Holdings
Summary Tus neeg ua lag luam txwv nws txoj haujlwm hauv Snowflake, JD.com, Carvana, ServiceNowNOW thiab MicrosoftMSFT . Ob peb ntawm cov khoom lag luam yog ib qho ntawm nws cov tuav saum toj kawg nkaus. Chase Coleman (Kev Lag Luam, Portfolio), tus tsim ...
David Tepper Yuav Constellation Zog, Ntxiv rau Kohl txoj haujlwm
Summary Tus neeg ua lag luam tau nkag mus rau hauv ib feem hauv ConstellationDAG Zog. Nws ntxiv rau nws txoj haujlwm Kohl. Tepper trimmed nws tuav ntawm Micron, Occidental thiab PG&E. Appaloosa Management thawj coj Davi ...
Robert Olstein Yuav Scotts Miracle-Gro, Boosts 2 Top Holdings
Summary Tus neeg ua lag luam tau ntxiv rau nws tuav ntawm WestRockWRK thiab Zimmer BiometZBH . Nws whittled down nws Timken txoj hauj lwm. Olstein muag tawm ntawm JetBlue. Olstein Capital Management tus tsim thiab Chief Investm ...