Guy Spiers is the managing partner and principal of an investment fund situated in Zurich. He follows Warren Buffett’s value investing and capital allocation method. Spiers attended Harvard Business School, Oxford University, and universities in Paris and London. The Education of a Value Investor is his new book, which is available today. Guy Spiers started Aquamarine Capital in 1997. Berkshire Hathaway Inc. is the largest holding in the fund. Berkshire Hathaways owns 140,600 shares worth $35.92 million and 30 class A shares. Insider Monkey reviews Aquamarine Capital’s top 10 stock picks. Since the fourth quarter of 2014, Wells Fargo &…
Author: Isabelle Acosta
According to a World Bank estimate, crude oil prices will average $56 per barrel in 2021. Last year, oil businesses were one of the greatest losers as a result of the coronavirus quarantines and the substantial drop in domestic and international travel. Crude oil output limits imposed by oil-producing countries may result in higher pricing. Oil prices have risen to their highest level in six years, owing to delays in oil-producing nations’ output increases. The hike could benefit Exxon Mobil Corporation, Chevron Corporation, and Energy Transfer LP. OPEC has postponed negotiations over output cuts due to a disagreement. Some of…
Oaktree Capital Management’s co-founder and co-chairman is Howard Marks. The company is one of the world’s largest distressed securities financiers. Howard Marks began his career with Citibank and later joined the TCW Group. Oaktree Capital Management is a financial firm that specializes in convertible bonds, corporate debt, distressed debt, and other appropriate assets. Berry Corporation is owned by Marks for $71.15 million. PG&E Corporation and Vale S.A. are both owned by the investor, who owns 22.50 million shares of each. Both firms’ stock prices have risen in the last year. Here is Insider Monkey’s list of the 10 best dividend…
Dividend investment has survived for as long as it has because of two factors. As the value of their stocks and holdings rises, dividend investors profit from any further gain in their portfolio. When working with corporations that offer a dividend reinvestment plan, this method is especially common. According to BlackRock Inc., dividend stocks are expected to increase appeal throughout the year. Dividends are thought to have contributed around 41% of the total returns of the S&P 500 Index between 1930 and 2020. This has been the case for at least the last 50 years. Dividend investments, like any other…
Vanguard stocks are well-liked by long-term investors. In the foreign market, the investing firm offers commission-free access to 209 US funds and 232 non-US funds. Vanguard oversees more than $7 trillion in worldwide assets under management as of January 31, 2021. Apple Inc., Microsoft Corporation, and Amazon.com are among the stocks owned by Vanguard Group Inc. With a price objective of $156.01 per share, the tech giant is expected to reveal the latest generation of iPhones in the fall. Microsoft Corporation is attracting the attention of investors. Amazon.com, Inc., the world’s largest online retailer, has risen 11.4 percent in…
In 2020, security software and cybersecurity equities are expected to skyrocket. SolarWinds Corporation was the victim of a cyberattack in December 2020. CrowdStrike Holdings, Inc., Palo Alto Networks, Inc., and Cloudflare, Inc. are all gaining ground in the cybersecurity space. The security industry is expected to grow in profitability day by day. Last year, the market for home security systems in North America was valued at $7.23 billion. Canalys has put up a list of the 15 greatest security stocks to buy right now, with pre-owned shares available. Insider Monkey looks at the 15 best security stocks to buy now.…
The trade war between the United States and China has dominated headlines in recent years. The US trade imbalance was $375 billion in 2017. The trade imbalance is a crucial figure for investors who can get past the dramatic reporting of newcomer news journalists. In 2017, the US trade imbalance with China reached a new high of $535 billion. Alibaba Group Holding Limited and Baidu, Inc. are two of the most active and well-known Chinese equities now trading in the United States. In recent months, Baidu, Inc. and NIO have reported impressive earnings and product sales. After a poor 2020,…
Every year, around 4.2 million young people become homeless at some point. This situation is exacerbated by student loan debt and a labor market with more supply than demand. In Kenya, young individuals are more likely to rent than to buy their own homes. According to the city’s mayor, this has resulted in a rise in the popularity of rental residential property over privately held property. Rental property has become a successful industry within the greater real estate sector as demand has increased. As demand for rental property rises, real estate companies such as Simon Property Group Inc (SPG) and…
The COVID-19 pandemic changed the way we pay for goods and services forever. Retail, real-time mobile P2P payments, remittances, and business payments all saw a surge in digital payments. In 2020, mobile proximity payments will total $131.36 billion. From 2020 to 2025, KPMG forecasts a 20% increase in the fintech market. During this time, fintech startups received $42.3 billion in venture capital funding. The amount of venture capital investment in the digital banking sector was the greatest for the year. Warren Buffett and Berkshire Hathaway Inc. have been observed investing in companies like Nubank, a Latin American totally digital “neobank.”…
Traci Lerner is one of the country’s few female hedge fund managers. Chescapmanager LLC is her company, which she co-founded with her husband in 1991. Lerner’s money is being managed by the fund, which is now a family office. After tobacco corporation, Altria disclosed a stake in Cronos Group Inc. Her investment paid off in 2018. As of the conclusion of the first quarter of 2021, Chescapmanager LLC’s 13F portfolio was worth $937.97 million. The hedge fund returned 53.89 percent, compared to 18.25 percent for the SPDR S&P 500. Lerner is the owner of a $28.73 million call option on…
Last year, the number of people who stayed at home to protect themselves from illness progressively grew. In the first half of 2020, online retail sales in the United States reached $200.7 billion, up 44% from mid-2019. In 2021, over 2 billion people are estimated to be part of the global online buying demography. By 2024, the global e-commerce sector is predicted to reach $7 trillion, and $10 trillion by 2027. AlixPartners LLP conducted a survey of over a thousand consumers in March and April, and found that at least a third of buyers in the United States would continue…
By the end of September, the fitness industry had lost almost $15 billion in sales, 480,000 jobs, and 15% of gyms had permanently shuttered. Physical activity levels plummeted by around 48 percent during the initial lockdown period in 2020, according to health data analytics firm Evidation. Like all other industries, the fitness business began to adapt to the online world. Virtual workouts provided by fitness service providers such as Planet Fitness, Inc. and other fitness firms such as WW International have begun to alter people’s workout habits. The above-mentioned McKinsey & Co. report provides us reason to be optimistic about…