This group is for elite investors and traders that are dedicated to participating in an active community that wants to learn from each other, share their research, and work together to do deep analysis of securities. The moderator of this group taught securities analysis at UCLA and is dedicated to helping other investors improve their abilities.
In this private group, membership is restricted and regular contributions are required. Any member not contributing on a regular basis will be removed to make room for a new member.
In your application messsage, please share your background and what you can contribute to the group.
Company Overview and News
"The greatest shortcoming of the human race is our inability to understand the exponential function." -Albert Bartlett
LBRDB LSXMB BATRK FWONB AAL LSXMA BATRR LBRDK FWONA VA AN CHTR FWONK BATRB LSXMK LBRDA DAL BATRA TIVO
The Equity and Income Fund earned 0.2% in the quarter, while the Lipper Balanced Fund Index, the Fund’s performance benchmark, gained 1.1%.
PM C.WSA DOV.WI NOV TEL CVS FNF BAC C.WS.B CHTR APY.WI GM.WS.A FNFV C.WS.A GM.WS.B GM.WS.C C.PRP DOV C.PRU GM ORCL C.PRS LBRDB BAC C C.PRL AAL C.PRJ C.PRK BHGE COMM MA ARNC C.PRG TWC LBRDK C.PRC BHI C.PRPCL CGBBW OCLCF JLL LBRDA FL APY GM.WSB UNH
The Oakmark Global Fund’s three-month return declined 0.3%, compared to a 1.7% return for the MSCI World Index during the period and the Lipper Global Fund Index’s gain of 0.4%.
DGLD LBTY NOV UAA TEL GOOG IPG CS CHTR UGLD LBTYK LILAB GM.WS.A GM.WS.B GM.WS.C GM LUV CNHI LBRDB DSLV VIIX CSSLF VIIZ LBTYB MA LBTYA ARNC DDAIF RB LBRDK UA CSGKF GOOGL LILAK ZIV RBGLY LBRDA USLV TVIX GM.WSB THC TV XIV LILA
LBRD Q2 Earnings Announcement 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION LBRDK
Geico’s former chief investment officer, Lou Simpson, was at one point seriously considered by Warren Buffett as a possible successor to the long-time Berkshire Hathaway Inc. (NYSE:BRK.A, NYSE:BRK.B) CEO. Simpson retired in 2010, but he grew bored of life away from the office and set up SQ Advisors, a Naples-based investment advisory firm with his wife Kimberly Querrey.
LSXMB BATRK CCV LSXMA BATRR CCZ CHTR AAPL BATRB CMCSK ST LBRDB FWONB AKZA CMCSA LBRDK FWONA BRK.A CCV.CL FWONK LSXMK LBRDA SBAC BATRA
LBRD Annual Meeting Results 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Wallace Weitz's 13F portfolio value decreased marginally from $2.40B to $2.37B. The number of positions decreased from 77 to 75.
ALSN DLTR WEHIX LBTYK EQC.PRD RWT FOX RRS BATRA MLM LSXMB LH FB TMO CCV LSXMA QVCB WFC.PRL CCZ WFC.PRJ GLIBA QVCA WFC.PRT WFC.PRR WFC.PRQ WFC.PRP AGN WFC.PRO WFC.PRN EQCO AAPL MON WFC.PRY WFC.PRX TUP WFC.PRW DEO WFC.PRV LBRDB MRVL TDG MUSA LBTYB MA AXTA LBTYA LBRDK AON RGRYY JPM CCV.CL LSXMK LBRDA TXN DISCA KMX LBTY PXD CAXPF HPE AMZN LILAB CMP DXC CMCSK EQC LGF LEXEA GWRE TWC RGRLF RRC BRK.A GOOGL LILAK KTN XOXO FLIR AHBIF FOXA WFCNP BATRK BATRR RRL GOOG CHTR LVNTB VMC ACN LVNTA BATRB DXC.WI XOMA ORCL MKL WFC WFC.WS WAIR BUD ACIW FWONB CFX CMCSA QRTEA FWONA INS V BKNG PX OCLCF FWONK LGF.A LGF.B DHR LILA
Ruane, Cunniff & Goldfarb’s 13F portfolio value decreased ~11% from $12.20B to $10.91B. The number of positions decreased from 66 to 59.
NPSNY BMCH KMX COF.WS RYCEY CAXPF TJX AMZN STCK VIVHY OMC AABA RYCEF BLDR SCHW.PRBCL COF-P IAC WSCC SEQUX BRK.A PRI GOOGL MHK FCAU JD COF.PRG WFCNP COF.PRH FB IBKR WUBA WFC.PRL COF.PRP WFC.PRJ GOOG COF-D WFC.PRT GS COF-C COF-F WFC.PRR WFC.PRQ JEC WFC.PRP WFC.PRO WFC.PRN WFC.PRY COF.PRC WFC.PRX COF.PRD WFC.PRW WFC.PRV CNSWF COF.PRF WFC LBRDB WFC.WS WSBF MA COF LBRDK FWONA W V BKNG SCHW XRAY CACC FWONK WAT LBRDA ORLY
SQ Advisors has just fifteen positions. The top three holdings are Allison Transmission, Brookfield Asset Management, and Charles Schwab, and they add up to one-third of the entire portfolio.
KMX LBTY HXL ALSN CAXPF TYLE CHTR LBTYK TYL LILAB AAPL BAM ST LBRDB SCHW.PRBCL CABO BAMGF BBU LBTYB AXTA LBTYA LBRDK BRK.A SCHW HXL LILAK LBRDA SBAC BAMKF LILA
In the previous part of this series, we discussed legendary billionaire investor George Soros’s recent buying activity. In this part, we’ll have a look at Soros Fund Management’s top sells in the first quarter.
LBRDB CZR LBRDA LBRDK TIVO
Soros' 13F portfolio value increased from $4.37B to $6.16B this quarter. The number of positions increased from 196 to 219.
CRC VR ALLT TEVA AEO AET KWN.CL UTX CZR GPS CPV LIVN FG TIVO LH TMO CCV NXPI WFC.PRL NFLX CCZ WFC.PRJ GLIBA BAX VR.PRA EXR VR.PRB BAC WFC.PRT KW WFC.PRR VRX WFC.PRQ WFC.PRP WFC.PRO WFC.PRN SEDG CI CCI WFC.PRY WFC.PRX WFC.PRW WFC.PRV CBS LBRDB CACQ LBRDK JPM CCV.CL LBRDA PLAY LRCX DISCB XON DISCA TWX DISCK VICI EQT AMZN GM.WS.A AABA GM.WS.B GM.WS.C CMCSK DISC OSTK BAC QQQ TTWO LGF VRX CBS.WD TWC XLGLF GM.WSB WFCNP SIGM HAL CHDN XL KWN GM DIS WFC WFC.WS C CBS.A CMCSA ZAYO COL TGT T LGF.A LGF.B URBN SBAC
Ladies and gentlemen thank you for standing by. Welcome to the GCI Liberty 2018 First Quarter Earnings Call. During the presentation all participants will be in a listen-only mode. Afterwards, we will conduct a question-and-answer session. [Operator Instructions] As a reminder, this conference is being recorded. May 9.
LBRDB TWX LBRDA TWC LBRDK
Ladies and gentlemen, thank you for standing by. Welcome to the GCI Liberty 2018 First Quarter Earnings Call. During the presentation all participants will be in a listen-only mode. Afterwards we will conduct a question-and-answer session. [Operator Instructions] As a reminder, this conference is being recorded May 9.
LBRDB TWX LBRDA TWC LBRDK
LBRD 8-K Greg at Moffett May 2018 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
I have invested in Liberty Media (NASDAQ:FWONA) (OTCQB:FWONB) for over 20 years and owned each of the different entities in the complex and now is an interesting time to look at the various entities. Before investigating some of the possibilities, it is important to note that the chairman of Liberty John Malone has a Ph.D. in operations management from John Hopkins. Most investors are familiar with Mr.
LSXMB FB BATRK LBTY LSXMA TWX BATRR NFLX GLIBA GOOG SIRI CHTR LBTYK AMZN LILAB AAPL BATRB LYV LBRDB FWONB TMUS QRTEA LBTYB P LBTYA TWC LBRDK FWONA S T GOOGL ROKU LILAK FWONK VZ LSXMK LBRDA BATRA LILA
4h - Asif
History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...
5h - Asif
Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...
2018-07-16 - Asif
General The company's objective is to build a profitable and growing specialty therapeutics company. To meet this objective, Cytori Therapeutics has acquired and are developing two technology platforms that hold promise for treating millions of patients and represent significant potential for increasing shareholder value. The company's current corporate activities fall substantially into advancing these platforms: Cytori Nanomedicine and Cytori Cell Therapy. The Cytori Nanomedicine platform features a versatile liposomal nanoparticle technology for drug encapsulation that has thus far provided the foundation to bring two promising drugs into mid/late stage clinical trials. Nanoparticle encapsulation is promising because it can help improve the delivery and metabolism of many drugs, thus potentially enhancing the therapeutic profile and patient benefits. The company's lead drug candidate, ATI-0918 is a generic version of pegylated liposomal encapsulated doxorubicin. Pegyl...
as of ET