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Balder @Balder13946731 · Mar 24

海航数据显示，能够通过霍尔木兹海峡的船只正在增多。

RKM: JUST IN🇮🇷❌🇺🇸🇮🇱🔥 Marine traffic data shows, Many of ships are starting to pass through Strait of Hormuz again, it seems Iran approved all GCC, European and foreign Ships with $2 million in $CNY except Israel and US.

$CNY

TacticzHazel @TacticzH · Feb 17

Superinvestor Chris Hohn shows how it's done.

No need to get fancy.

Besides trimming his position in $CNI, his portfolio remains almost unchanged.

Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)

I'm very curious to see what moves he made in his next 13f filing.

Maybe some dip buying in his core holdings?

$CNI $GE $MCO $MSFT $SPGI $V

TacticzHazel @TacticzH · Feb 17

RT TacticzHazel
Superinvestor Chris Hohn shows how it's done.

No need to get fancy.

Besides trimming his position in $CNI, his portfolio remains almost unchanged.

Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)

I'm very curious to see what moves he made in his next 13f filing.

Maybe some dip buying in his core holdings?

$CNI $GE $MCO $MSFT $SPGI $V

amit @amitisinvesting · Jan 27

so…who’s buying the healthcare carnage?

either they have all become super cheap or these new White House proposals meaningfully hurt earnings growth

plenty of other stocks with far better growth even if they are trading at a higher premium

$UNH $OSCR $CNC $ELV

$CNC $ELV $OSCR $UNH

Dividendology @dividendology · Jan 26

Earnings season is ramping up.

Here's what I'll be watching closely this week:

Tuesday: $UPS $TXN
Wednesday: $ASML $T $SBUX $MSFT $META $WM
Thursday: $MA $CAT $MO $AAPL $V
Friday: $AXP $VZ $CN $CVX $XOM

Which are you watching closest?

$AAPL $ASML $AXP $CAT $CN $CVX $MA $META $MO $MSFT $SBUX $T $TXN $UPS $V $VZ $WM $XOM