Finance website following hedge funds and insiders. Our monthly newsletter's stock picks beat the S&P 500 by 66 percentage points in 3.5 years. See the link:
We compiled all the Q1 2026 hedge fund investor letters in one place.
What top funds are buying: $CRCL$HIMS$HOOD$MELI$APP$CRM$GOOGL$NFLX$BKNG$AVGO and dozens more.
Oakmark, ClearBridge, Jacob Funds, Lakehouse and many others. Updated regularly. See their full
Jim Simons steps down as the chairman of Renaissance Technologies.
Renaissance's most profitable and famous fund, Medallion, returned 39.1% annually after fees between 1988-2018. (66.1% before fees)
In 2020, it surged 76%.
Yearly Returns from "The Man Who Solved the Market"
Economist's Big Mac Index
Top 3 Overvalued Currencies:
Swiss Franc: +28.8%
Swedish Krona: +12.6%
Norwegian Krona: +7.5%
Top 3 Undervalued:
Turkish Lira: -64.5%
Russian Rouble: -68.0%
Lebanon Pound: -68.7%
economist.com/big-mac-index
Highlights from #NIODay
- Chinese EV maker $NIO introduces new sedan ET7
- 150-kWh battery pack with 1000 km range (620 miles) on one charge
- 0 to 100 in 3.9 secs
- Partnership with $NVDA to develop self-driving cars
$TSLA$LI$XPEV
“The single greatest edge an investor can have is a long-term orientation.” - Seth Klarman
Why?
Because in the short-term, the price action is hard to interpret, and Wall Street has the edge over small guys. But in the long-term business fundamentals dictate the price.
Cathie Wood’s @ARKInvest manages five actively managed ETFs which crushed the markets in 2020.
Here are the Top 10 Holdings of each ETF and their portfolio weighing as of January 15:
$ARKK$ARKW$ARKG$ARKF$ARKQ
$APPL Apple founded 43 years ago today by Jobs and Wozniak. Before incorporation there was a third partner: Ronald Wayne.
Wayne gave up his partnership rights for $800 due to concerns from his previous business failures.
Lesson: Don’t let your past define your future.
Even though Robin Hood traders created turmoil in the markets last week, Robin Hood's client assets are relatively small in comparison.
Here is a comparison of leading commission-free brokerages:
$GM and $MSFT will lead a $2 billion funding round for the self-driving startup Cruise. Cruise is majority-owned by $GM and will be valued ~$30 billion post-funding.
The startup, mainly positioned as a competitor to Google's Waymo, will use $MSFT's Azure platform.
