Buffett’s Berkshire Keeps Buying Its Favorite Holdings

--------------------------------------------------------------- [ad-image]( --------------------------------------------------------------- [Buffett’s Berkshire Keeps Buying Its Favorite Holdings]( [Warren Buffett does not make many big trades but acts quickly and with conviction when he does. His holding company, Berkshire Hathaway, rarely buys more than 5% in any single business, preferring to hold smaller stakes in a wide range of companies while concentrating its bets on the top holdings, such as Apple, Coca-Cola, and […]]( [Read On »]( --------------------------------------------------------------- [Ray Dalio Recalls When He Lost Almost Everything In Bridgewater’s Early Year]( [Ray Dalio]When well-known investors like Ray Dalio of Bridgewater talk, others usually listen because they have established a reputation of success in investing. Of course, most of the time these investors are talking about their current views or some successful investments they've made, but there's just as much to learn from their mistakes as there is […]( [Read On »]( --------------------------------------------------------------- [Baupost’s Seth Klarman: ‘Value Investing Was Like Being Let In On A Secret’]( [Seth Klarman]Many investors follow the crowd when picking stocks, but some, like Baupost chief Seth Klarman, take a more contrarian view. In fact, contrarian investing can generate significant returns for investors who play their cards right because it provides opportunities to buy stocks at deep discounts. In an episode of MasterClass' new four-part series called "Mastering […]( [Read On »]( --------------------------------------------------------------- Copper Company Reaches Agreement To Expand Copper-Gold Project Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record. [Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!]( [July Hedge Fund Newsletter: Multi- Strategy Funds Fight For Talent]( [What are pass through expenses in hedge funds?]Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, […]( [Read On »]( --------------------------------------------------------------- [Carlson Highlights Extreme Anxiety In Event-Driven Market Amid Regulatory Changes [Exclusive]]( [Hedge Funds]Carlson Capital's Double Black Diamond fund declined 2.83% net in May, bringing its year-to-date return to 0.34% net. The fund's equity relative strategy continued to dominate its returns, but losses in its event-driven strategy, strategic investments and center book more than offset those gains. Fund Performance In his June letter to investors, which was obtained […]( [Read On »]( --------------------------------------------------------------- [Arnott Capital – May Performance Update]( [Arnott Capital commentary for the month of May ended May 31, 2023. The fund returned positive 0.99% for the month of May 2023. Net exposure averaged 35% long, while gross averaged 85%. This brings our calendar year return to negative 2.62% and since inception return to positive 20.84% p.a. net of fees. Q1 2023 hedge […]]( [Read On »]( --------------------------------------------------------------- --------------------------------------------------------------- [McCormick Rebound Imminent: Executive Transition Complete]( [Key Points McCormick & Company had a solid quarter with margin improvement and raised guidance. The stock price wobbled in post-release action, but the uptrend remains intact. Analysts support the…]( [Read On »]( --------------------------------------------------------------- [Retirement Real Estate: Should You Downsize Or Age In Place?]( [As retirement approaches, you may find yourself wondering how and where you’ll live during your golden years. There aren’t many choices facing you in your retirement that will impact your…]( [Read On »]( --------------------------------------------------------------- [The Fed Skip May Actually Be A Stop]( [For weekend reading, Ivan Martchev, investment strategist at Navellier & Associates, offers the following commentary: Last week, jobless claims came in at 264,000, the exact same number they were at…]( [Read On »]( --------------------------------------------------------------- [It's Hard Not To Call This A New Bull Market]( [In his Daily Market Notes report to investors, Louis Navellier wrote: A New Bull Market The market ends the first half on a high. All signals are green. The Bears are in…]( [Read On »]( --------------------------------------------------------------- [Will Silver's 200-Day MA Break?]( [As the white metal hangs on for dear life, the fundamentals continue to grow more ominous. Unveiling the Reality Although fears of a banking crisis helped propel silver north of…]( [Read On »]( --------------------------------------------------------------- [The Average Cost Per Square Foot Of Property In Each State]( [Hawaii is the state where homebuyers would spend the most on a square foot of property, with each square foot costing an average of $694 California and Massachusetts rank second…]( [Read On »]( --------------------------------------------------------------- [Sen. Menendez Statement On MAGA SCOTUS Majority Decision Striking Down President Biden's Student Loan Forgiveness Plan]( [JERSEY CITY, N.J. – U.S. Senator Bob Menendez (D-N.J.) issued the following statement in response to the Supreme Court’s 6-3 decision in Biden v. Nebraska: SCOTUS Strikes Down Biden's Student…]( [Read On »]( --------------------------------------------------------------- [Brexit, BoE And Slower Global Growth Will Potentially Lead To 'Entrenched Inflation' In The UK]( [Maurice Pomery, veteran trader and founder of Strategic Alpha, says that a shortage of labor in the UK combined with the Bank of England’s slow response to tackle inflation, could…]( [Read On »]( --------------------------------------------------------------- [The Great Gold Migration: How Asia Is Dominating The Global Gold Landscape]( [The last three decades have witnessed a remarkable shift in global gold demand from the West to the East, with Asia's share rising from 45% to nearly 60% of the…]( [Read On »]( --------------------------------------------------------------- [China Is Teetering On A Recession]( [In his podcast addressing the markets today, Louis Navellier offered the following commentary. If you wish to listen to this commentary, please click here. China Teetering On Recession On Friday, China’s…]( [Read On »]( --------------------------------------------------------------- Still want more? [Value Walk]( You are getting this email as you're subscribed with this address: {EMAIL}. [UNSUBSCRIBE]( ) | [PRIVACY POLICY]( © 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED