To The Moon

August 21st, Arm Holdings, the British semiconductor IP giant under $Softbank Group Corp(SFTBY)$ , officially submitted its IPO documents to the U.S. Securities and Exchange Commission, revealing its financial details and initiating the IPO process. The company will trade under the code "ARM." Previously, it was reported that Arm had hired 28 brokerage firms to act as underwriters for its IPO. Established in 1990 as a joint venture between Acorn Computers, $Apple(AAPL)$ , and VLSI, Arm went public on the $LONDON STOCK EXCHANGE GROUP PLC(LSE.UK)$ and the $Nasdaq(NDAQ)$ from 1998 to 2016. In September 2016, it was acqui

$Berkshire Hathaway(BRK.A)$ CEO Warren Buffett has been nothing short of a money machine since taking the reins in 1965. As of Mon, 14 Aug 2023 closing bell, he has overseen a nearly 4,400,000% aggregate gain in Berkshire Hathaway Class A shares. For the record, at end of 2022, Mr Buffett and his team had doubled up the average annualized total return of up to 19.8%, including dividends paid since he took over. This versus S&P 500 benchmark of 2021’s annualized return of 9.9%. How To Emulate Mr Buffett’s Success For Individual Investor? Successful Male & Female investor This is the easy part. By paying attention to Berkshire Hathaway’s 13F filing of course (see above). This provides an overview of existing and new stocks that Berkshire m

BlackRock, a global titan in asset management with a colossal portfolio exceeding $10 trillion, holds sway over the financial realm like few others. Under the stewardship of its renowned CEO, Larry Fink, BlackRock's decisions reverberate across economies and markets, making it a pivotal force in the investment landscape. The recent surge in its stake in $Palo Alto Networks(PANW)$ , a leader in the cybersecurity domain, is a testament to BlackRock's foresight and the strategic importance it places on navigating the ever-evolving technology sector. Leading the charge in the cybersecurity landscape is Palo Alto Networks, a company with a resounding mission to protect the digital realm against escalating cyber threats. Born in 2005, Pal

[Miser] Yo yo get on it 

I've always been intrigued by the inner workings of the financial markets. One of the most anticipated moments for investors is the release of 13F disclosures, where hedge funds and institutions provide a glimpse into their portfolios. These filings offer a unique window into the minds of the financial titans, revealing their favorite stocks and sectors, as well as shedding light on which companies might have fallen out of favor. Upon analyzing the recent 13F disclosures, it becomes evident that certain stocks and sectors have captured the attention of institutions. Technology continues to be a darling, with heavyweight companies like Apple, Amazon, and Microsoft making their presence felt. These institutions seem to recognize the enduring potential of tech, despite the sector's occasional

[Miser] [Miser] [Miser] 

The strategies of institutional investors often serve as a barometer for broader trends and sentiments. The recent Q2 13F filings have unveiled a captivating narrative, with leading institutions revealing their strategic moves in response to the evolving economic and market dynamics. Amidst the fluctuations and uncertainties that have characterized the market in recent times, one trend stands out prominently: the continued favor towards tech giants coupled with a growing interest in housing stocks. The Dominance of Tech Giants Technology has long been a cornerstone of investment portfolios, and the Q2 13F filings further underscore its significance. Notably, the stalwarts of the tech sector such as $Apple(AAPL)$ ,

Berkshire Hathaway's 13F $Berkshire Hathaway(BRK.B)$ stock portfolio value increased from ~$325B to ~$348B in Q2 2023. The top five positions in the portfolio are Apple Inc., Bank of America, American Express, Coca-Cola, and Chevron. Berkshire Hathaway repurchased ~3.92M Class B Equivalent Shares for a total outlay of ~$1.30B in Q2 2023. Cash has become a significant earnings stream for Berkshire Hathaway. It also provides downside protection and the optionality to deploy it when the time is ripe. Charlie and Warren will have strong incentives to deploy that cash when interest rates start falling. Berkshire Hathaway could appreciate significantly in intrinsic value in a hard-landing scenario.

Navigating the soaring tides of this exuberant market calls for a strategy infused with the spirit of June's love and joy. Let's set our sails and embark on a journey that embraces optimism while safeguarding our investments in these dynamic times. **1) Setting Sail with Dividend ETFs**  Ahoy, fellow investors! Imagine a voyage where steady dividends flow like a tranquil river. In this high market, dollar averaging into dividend ETFs like QYLD and JEPI can be your North Star. By doing so, you're like a sailor collecting the golden rays of sunlight, with each investment contributing to the pool of returns. These ETFs, much like lush islands, offer a diversified haven of dividend-yielding assets. They're a gentle reminder that even in the glistening sea of market volatility, a consisten

Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled "profit margin indicators" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the "burn money for scale" model in the era of high inflation, without giving up the expectation of "high growth" for

Good time to enter in

Very gad to hear this 

Top investment institutions have released the latest 13F filings. Let’s find out the top buys/sells/holdings of top 5 institutions (ranked by market value).Top buys and holdings for institutions (repeated items are highlighted in the table) are big techs including $Tesla Motors(TSLA)$ , $Apple(AAPL)$ , $NVIDIA Corp(NVDA)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ ; top sells are $iShares S&P 500 ETF(IVV)$ and $Chevron(CVX)$ .

US Tech stocks have marked an impressive and dynamic start to the year 2023, showcasing a remarkable rally that has seen the Nasdaq surge by nearly 40% year-to-date. This phenomenal surge has been largely attributed to the exceptional performance of the 'magnificent seven' tech giants: $Apple(AAPL)$ (Apple), $Microsoft(MSFT)$ (Microsoft), $Meta Platforms, Inc.(META)$ (formerly known as Facebook), AMZN (Amazon), NFLX (Netflix), $Tesla Motors(TSLA)$ (Tesla), and $NVIDIA Corp(NVDA)$ (Nvidia). Collectively, these tech behemoths have accounted for over 70% of the overall gains, playi

August 14th, market rebound after a brief pullback last week $S&P 500(.SPX)$ 。At the same time, there was a moderate correction in $DJIA(.DJI)$. $NVIDIA Corp(NVDA)$ surged by 7%, leading the entire tech sector higher, which is understandable considering its leadership in AI.Ironically, earlier, analysts from $Morgan Stanley(MS)$ had mentioned that based on historical data from several past "bubble" market scenarios, the current AI surge had passed its peak, implying potential downward pressure. However, today, they have come forward to state that "the industry's growth prospects remain highly optimistic, and investors

Michael Burry, known for predicting the subprime mortgage crisis, unveiled potential significant bets against the stock market.Below are the top sells, top buys, top 5 Holdings, and historical performances of Burry's fund. And welcome to give comments on his top buys and sellsAccording to SEC Filling, Burry’s hedge fund, Scion Asset Management, held put options against 2,000,000 shares of $SPDR S&P 500 ETF Trust(SPY)$ , which tracks $S&P 500(.SPX)$ . The value of these contracts was $886.6 million at the end of June.Scion also held put options against 2,000,000 shares of $Invesco QQQ Trust-ETF(QQQ)$ , which tracks the technology-heavy

$U.S. Steel(X)$ surged by 41.1% on Monday, reaching a new high since April 2022. This increase was attributed to recent bidding activities initiated by two companies, resulting in a competitive bid scenario. Esmark Inc. has announced its intention to acquire United States Steel through a cash offer of $35 per share, totaling approximately $7.8 billion. The chairman of United States Steel has a background as an executive and legal representative of the company, lending credibility to the potential for a successful transaction.Previously, $Cliffs Natural Resources(CLF)$ proposed a cash and stock acquisition at $32.53 per share, an offer that was declined by United States Steel. Interestingly, in its response le

Michael Burry gained recognition through his role in the film 'The Big Short,' which chronicles his contrarian and substantial wager on the 2007-08 US housing market collapse. Displaying Big Short Manager Bet ... Consequently, he became a closely watched investor, drawing attention whenever investors seek indications of impending market downturns. According to the recently released 13F filing, he is presently placing another substantial bet on a market decline. Burry, along with his Scion Asset Management fund, invested $886 million in put options against the SPDR S&P 500 ETF Trust and allocated an additional $739 million to put options against the Invesco QQQ Trust ETF. Collectively, the short bet amounts to $1.6 billion, representing a staggering 93% of the fund's total portfolio. Th

What is 13F Season?13F season refers to the quarterly period in which institutional investment managers with over $100 million in assets under management (aum) must disclose their holdings of publicly traded securities to the US Securities and Exchange Commission (SEC). The 13F filing provides transparency and insight into the strategies and composition of large institutional investors, hedge funds, mutual funds, and pension funds. However, though 13F statements can be valuable learning tools for everyday investors, they are often misunderstood. Below are 2 pitfalls that investors fall into when following the 13F season:1. Conflating Notional Value & Real ValueEarlier this morning, I read a ton of social media hysteria about Michael Burry’s 13F. Burry is a legendary short seller portra

BlackRock, a global titan in asset management with a colossal portfolio exceeding $10 trillion, holds sway over the financial realm like few others. Under the stewardship of its renowned CEO, Larry Fink, BlackRock's decisions reverberate across economies and markets, making it a pivotal force in the investment landscape. The recent surge in its stake in $Palo Alto Networks(PANW)$ , a leader in the cybersecurity domain, is a testament to BlackRock's foresight and the strategic importance it places on navigating the ever-evolving technology sector. Leading the charge in the cybersecurity landscape is Palo Alto Networks, a company with a resounding mission to protect the digital realm against escalating cyber threats. Born in 2005, Pal

Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled "profit margin indicators" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the "burn money for scale" model in the era of high inflation, without giving up the expectation of "high growth" for

$Berkshire Hathaway(BRK.A)$ CEO Warren Buffett has been nothing short of a money machine since taking the reins in 1965. As of Mon, 14 Aug 2023 closing bell, he has overseen a nearly 4,400,000% aggregate gain in Berkshire Hathaway Class A shares. For the record, at end of 2022, Mr Buffett and his team had doubled up the average annualized total return of up to 19.8%, including dividends paid since he took over. This versus S&P 500 benchmark of 2021’s annualized return of 9.9%. How To Emulate Mr Buffett’s Success For Individual Investor? Successful Male & Female investor This is the easy part. By paying attention to Berkshire Hathaway’s 13F filing of course (see above). This provides an overview of existing and new stocks that Berkshire m

August 21st, Arm Holdings, the British semiconductor IP giant under $Softbank Group Corp(SFTBY)$ , officially submitted its IPO documents to the U.S. Securities and Exchange Commission, revealing its financial details and initiating the IPO process. The company will trade under the code "ARM." Previously, it was reported that Arm had hired 28 brokerage firms to act as underwriters for its IPO. Established in 1990 as a joint venture between Acorn Computers, $Apple(AAPL)$ , and VLSI, Arm went public on the $LONDON STOCK EXCHANGE GROUP PLC(LSE.UK)$ and the $Nasdaq(NDAQ)$ from 1998 to 2016. In September 2016, it was acqui

Top investment institutions have released the latest 13F filings. Let’s find out the top buys/sells/holdings of top 5 institutions (ranked by market value).Top buys and holdings for institutions (repeated items are highlighted in the table) are big techs including $Tesla Motors(TSLA)$ , $Apple(AAPL)$ , $NVIDIA Corp(NVDA)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ ; top sells are $iShares S&P 500 ETF(IVV)$ and $Chevron(CVX)$ .

Michael Burry, known for predicting the subprime mortgage crisis, unveiled potential significant bets against the stock market.Below are the top sells, top buys, top 5 Holdings, and historical performances of Burry's fund. And welcome to give comments on his top buys and sellsAccording to SEC Filling, Burry’s hedge fund, Scion Asset Management, held put options against 2,000,000 shares of $SPDR S&P 500 ETF Trust(SPY)$ , which tracks $S&P 500(.SPX)$ . The value of these contracts was $886.6 million at the end of June.Scion also held put options against 2,000,000 shares of $Invesco QQQ Trust-ETF(QQQ)$ , which tracks the technology-heavy

The strategies of institutional investors often serve as a barometer for broader trends and sentiments. The recent Q2 13F filings have unveiled a captivating narrative, with leading institutions revealing their strategic moves in response to the evolving economic and market dynamics. Amidst the fluctuations and uncertainties that have characterized the market in recent times, one trend stands out prominently: the continued favor towards tech giants coupled with a growing interest in housing stocks. The Dominance of Tech Giants Technology has long been a cornerstone of investment portfolios, and the Q2 13F filings further underscore its significance. Notably, the stalwarts of the tech sector such as $Apple(AAPL)$ ,

US Tech stocks have marked an impressive and dynamic start to the year 2023, showcasing a remarkable rally that has seen the Nasdaq surge by nearly 40% year-to-date. This phenomenal surge has been largely attributed to the exceptional performance of the 'magnificent seven' tech giants: $Apple(AAPL)$ (Apple), $Microsoft(MSFT)$ (Microsoft), $Meta Platforms, Inc.(META)$ (formerly known as Facebook), AMZN (Amazon), NFLX (Netflix), $Tesla Motors(TSLA)$ (Tesla), and $NVIDIA Corp(NVDA)$ (Nvidia). Collectively, these tech behemoths have accounted for over 70% of the overall gains, playi

August 14th, market rebound after a brief pullback last week $S&P 500(.SPX)$ 。At the same time, there was a moderate correction in $DJIA(.DJI)$. $NVIDIA Corp(NVDA)$ surged by 7%, leading the entire tech sector higher, which is understandable considering its leadership in AI.Ironically, earlier, analysts from $Morgan Stanley(MS)$ had mentioned that based on historical data from several past "bubble" market scenarios, the current AI surge had passed its peak, implying potential downward pressure. However, today, they have come forward to state that "the industry's growth prospects remain highly optimistic, and investors

Michael Burry gained recognition through his role in the film 'The Big Short,' which chronicles his contrarian and substantial wager on the 2007-08 US housing market collapse. Displaying Big Short Manager Bet ... Consequently, he became a closely watched investor, drawing attention whenever investors seek indications of impending market downturns. According to the recently released 13F filing, he is presently placing another substantial bet on a market decline. Burry, along with his Scion Asset Management fund, invested $886 million in put options against the SPDR S&P 500 ETF Trust and allocated an additional $739 million to put options against the Invesco QQQ Trust ETF. Collectively, the short bet amounts to $1.6 billion, representing a staggering 93% of the fund's total portfolio. Th

I've always been intrigued by the inner workings of the financial markets. One of the most anticipated moments for investors is the release of 13F disclosures, where hedge funds and institutions provide a glimpse into their portfolios. These filings offer a unique window into the minds of the financial titans, revealing their favorite stocks and sectors, as well as shedding light on which companies might have fallen out of favor. Upon analyzing the recent 13F disclosures, it becomes evident that certain stocks and sectors have captured the attention of institutions. Technology continues to be a darling, with heavyweight companies like Apple, Amazon, and Microsoft making their presence felt. These institutions seem to recognize the enduring potential of tech, despite the sector's occasional

What is 13F Season?13F season refers to the quarterly period in which institutional investment managers with over $100 million in assets under management (aum) must disclose their holdings of publicly traded securities to the US Securities and Exchange Commission (SEC). The 13F filing provides transparency and insight into the strategies and composition of large institutional investors, hedge funds, mutual funds, and pension funds. However, though 13F statements can be valuable learning tools for everyday investors, they are often misunderstood. Below are 2 pitfalls that investors fall into when following the 13F season:1. Conflating Notional Value & Real ValueEarlier this morning, I read a ton of social media hysteria about Michael Burry’s 13F. Burry is a legendary short seller portra

Navigating the soaring tides of this exuberant market calls for a strategy infused with the spirit of June's love and joy. Let's set our sails and embark on a journey that embraces optimism while safeguarding our investments in these dynamic times. **1) Setting Sail with Dividend ETFs**  Ahoy, fellow investors! Imagine a voyage where steady dividends flow like a tranquil river. In this high market, dollar averaging into dividend ETFs like QYLD and JEPI can be your North Star. By doing so, you're like a sailor collecting the golden rays of sunlight, with each investment contributing to the pool of returns. These ETFs, much like lush islands, offer a diversified haven of dividend-yielding assets. They're a gentle reminder that even in the glistening sea of market volatility, a consisten

$U.S. Steel(X)$ surged by 41.1% on Monday, reaching a new high since April 2022. This increase was attributed to recent bidding activities initiated by two companies, resulting in a competitive bid scenario. Esmark Inc. has announced its intention to acquire United States Steel through a cash offer of $35 per share, totaling approximately $7.8 billion. The chairman of United States Steel has a background as an executive and legal representative of the company, lending credibility to the potential for a successful transaction.Previously, $Cliffs Natural Resources(CLF)$ proposed a cash and stock acquisition at $32.53 per share, an offer that was declined by United States Steel. Interestingly, in its response le

Under SEC regulations, fund managers with assets under management exceeding $100 million are required to file a document known as "Form 13F" within 45 days of each quarter's end, disclosing their holdings in stocks and bonds.Recently, major institutions have released their position data. Based on the 13F holdings data, do you know which stocks the institutions purchased in Q1?The following chart presents the top 20 holdings of institutional investors:Ticker# Shareholding institutions#Institutions QoQ (%)Market value of institutional holdings ($M) $Microsoft(MSFT)$ 3,8000.81,009,842.09 $Apple(AAPL)$ 3,7190.46978,148.19 $Amazon.com(AMZN)$ 3,328-0.3424,312.75

On May 16th before the market opened, $Sea Ltd(SE)$ released its Q1 financial report for 2023. Due to the positive response from the previous quarter's report, expectations were naturally raised for this period. Although revenue barely met expectations, profit levels fell significantly short of predictions and caused a 17% drop in stock prices.Sea's three business segments performed differentlyGarena's GAAP revenue was $540 million USD, a YoY decrease of 43%, which was lower than expected ($647 million USD). This is due to FreeFire entering a decline phase and withdrawing from operating League of Legends in Taiwan. Adjusted EBITDA was $230 million USD, slightly higher than market expectations ($222 million USD), as overall game operations are more m

Berkshire Hathaway's 13F $Berkshire Hathaway(BRK.B)$ stock portfolio value increased from ~$325B to ~$348B in Q2 2023. The top five positions in the portfolio are Apple Inc., Bank of America, American Express, Coca-Cola, and Chevron. Berkshire Hathaway repurchased ~3.92M Class B Equivalent Shares for a total outlay of ~$1.30B in Q2 2023. Cash has become a significant earnings stream for Berkshire Hathaway. It also provides downside protection and the optionality to deploy it when the time is ripe. Charlie and Warren will have strong incentives to deploy that cash when interest rates start falling. Berkshire Hathaway could appreciate significantly in intrinsic value in a hard-landing scenario.

[Miser] [Miser] [Miser] 

[Miser] Yo yo get on it 

Retailor Earning season has come. On May 18th, $Wal-Mart(WMT)$ the leader of the industry, announced its Q1 financial report. A both revenue and profit beat and guidance upward revision should be good news, should have deserved a big surge. However, despite setting a new high since August last year with an increase of 1.51%, Nasdaq (.IXIC) only rose by a meager 1.3% yesterday. Although this achievement is still outstanding in the retail sector because competitor $Target(TGT)$ earmign is worse.WMT vs SPX (YTD)Investors' overall sentiment towards the retail sector is not good; overall, Walmart's Q1 earning far exceeded expectations.Revenue was $152.3 billion, up 7.7% YoY and higher than market expectations of