Since 2016, Joseph Cornell has served as CIO at Bluegrass Capital Partners. He formerly worked at Chilton Investment Company as the Managing Director. Cornell obtained an honors bachelor’s degree in mathematics and finance from Cornell University and an MBA from Harvard Business School. Microsoft Corporation is owned by Bluegrass Capital Partners, which holds 51,000 shares. Over the last year, the stock has increased by 39.86%. The company also has 40,000 shares of Mastercard Incorporated, which it increased by 15% in the first quarter of 2021. Here is Insider Monkey’s list of 10 stocks to buy according to Bluegrass Capital Partners…
Author: Isabelle Acosta
Aquamarine Capital Management’s managing director is Guy Spier. He earned a first-class degree in philosophy, politics, and economics from Oxford University. Spier has served on the boards of UN Watch, Swiss Friends of Oxford University, and Berkshire Hathaway, among other organizations. Guy Spier founded Aquamarine Capital in 1997 after being influenced by Warren Buffett’s investment strategies. Some of the fund’s significant investments include Berkshire Hathaway Inc., Bank of America Corporation, and Alibaba Group Holding Limited. Here is Insider Monkey’s list of 10 stocks to buy in 2021 according to Guy Spier’s Aquamarine Capital. The Daily Journal Corporation is a publishing…
Stephen Mandel is the founder and managing director of Lone Pine Capital, a Connecticut-based investment management firm. Mandel began his work at Mars and Company as a senior consultant. Later, he worked at The Goldman Sachs Group as a mass-market retail analyst. He left Tiger Management in 1997 to start his hedge fund. Lone Pine Capital manages a portfolio worth more than $31.6 billion as an investment management firm. The technology sector accounts for 44.9 percent of the overall portfolio value of the fund. Facebook, Amazon, and Microsoft are among the top stocks in the investment portfolio at the end…
Yost Capital Management was founded by Carson Randolph Lee Yost, who is also the managing partner. Carson Yost joined Luther King Capital Management in 2002 after receiving his B.A. in Economics from Duke University. He founded his hedge fund after a four-year stint as the firm’s portfolio manager. Yost Capital Management is an investment management firm with a portfolio worth more than $89.6 million. The fund’s overall portfolio value is 17.0 percent made up of technology stocks. The Walt Disney Company, VeriSign, Inc., and Charles Schwab Corporation were among the fund’s top stocks at the end of the second quarter…
Palestra Capital Management’s Managing Partner is Andrew Immerman. He served as an analyst at Goldman Sachs and has worked in the investment banking business in numerous capacities. Andrew graduated from the University of Pennsylvania with a Bachelor of Arts and a Master’s degree from Harvard Business School. Andrew Immerman and Jeremy Schiffman founded Palestra Capital Management in 2011. The hedge fund received launch money from Goldman Sachs and TPG. Microsoft Corporation has risen 41.89 percent in the last year, culminating in a market valuation of $2.25 trillion. The investment accounts for 6.67 percent of the fund’s total assets. The price…
The race to research and produce vaccinations has put pharmaceutical corporations in the limelight. Pharma companies focused on vaccine development in the first three quarters of 2020. Moderna, Inc. intends to manufacture over 30 million vaccines every month. It’s still unknown if the current vaccines are one-time shots or require multiple doses. In any event, billions of additional immunizations may be necessary to safeguard the global population. In this sense, several pharma behemoths are turning to smaller pharmaceutical companies for assistance. Other reasons point to a bright future for small pharmaceutical enterprises in the long run. The focus of major…
The earnings season for the third quarter has officially begun. The financial results of some of the more well-known firms were revealed. Here is Insider Monkey’s list of 10 earnings reports everyone is talking about. For the third quarter, Halliburton reported mixed financial outcomes. The oil field service company earned 28 cents per share in adjusted earnings. Revenue for the quarter increased by 29.7% year over year to $3.860 billion. Halliburton Company was expected to earn 11 cents per share, according to analysts. Dover Corporation reported better-than-expected third-quarter financial performance. On an adjusted basis, the diversified global manufacturer earned $1.98…
ValueAct Capital was created in 2000 by activist hedge fund manager Jeffrey Ubben. For eight years, he ran the Fidelity Fund, and from 1995 to 2000, he ran Blum Capital. Ubben earned his bachelor’s degree from Duke University and his MBA from Kellogg School of Management. The 13F portfolio of ValueAct Capital now stands at $9.02 billion, up from $8.56 billion in the previous quarter. ValueAct prefers to diversify its holdings. Citigroup Inc. and Lumentum Holdings are two of its holdings. Citigroup is owned by ValueAct Capital, which holds 20.75 million shares worth $1.47 billion. The company is owned by…
Investors that want to participate in the booming real estate market without the hassles of owning property prefer real estate investment trusts or REITs. The current market for warehouse and self-storage REITs is flourishing, according to Vic Patel, the founder of Forex Training Group. By 2026, the self-storage market in the United States is predicted to be worth $64.71 billion, implying a 5.45 percent compound annual growth rate. CubeSmart, Extra Space Storage Inc., and Public Storage are among the most well-known warehouse and self-storage stocks. Insider Monkey dives into the 12 best warehouse and self-storage stocks to buy. The Duke…
For investors all across the world, technology stocks remain an appealing investment option. Some of the world’s most successful tech investors include Warren Buffett, Cathie Wood, Ken Griffin, and John Armitage. The COVID-19 pandemic had an impact on sectors and marketplaces all across the world. In Q4 2020, tech companies grew by 369 percent as a result of the epidemic. Zoom Video Communications, Inc.’s market cap increased by $58 billion from the previous year. Insider Monkey discusses the 10 best tech stocks to buy now. In addition to marketing automation, customer service, application development, and data analytics, Salesforce.com, inc. offers…
The hotel industry has been struck particularly severely by the global COVID-19 outbreak. Revenue and visitor levels are likely to return to 2019 levels in 2023 or later. According to McKinsey, restoring revenues and visitors to 2015 levels could take up to ten years. The hotel industry remains a profitable venture, particularly as travel restrictions are increasingly being relaxed. The hospitality business attracts a lot of smart money, and companies like MGM Resorts International and Marriott International are among the most popular hedge funds. Insider Monkey dives into the 11 best hotel stocks to invest in. Pebblebrook Hotel Trust is…
After Russia, Iran, Qatar, and Turkmenistan, the United States holds the world’s fifth-largest natural gas reserves. According to the US Department of Energy, natural gas has been the largest source of electricity generation in the US for the past three years. The COVID-19 outbreak wreaked havoc on the oil and gas industries around the world. Natural gas stockpile levels in the United States are lower than the five-year average. Globally, rising demand has resulted in skyrocketing gas prices, not just in the United States. Winter weather will cause gas prices to fluctuate in the coming months. Hedge funds are currently…