See what the world's top investors are buying and saying

This report from Baillie Gifford is about why they think passive index funds (like ETFs that track the market) are not neutral—they've become too concentrated in AI stocks, ignoring other growth areas…

This article argues value investing is still strong. Over the past decade, value strategies returned 10-11% annually, but tech stocks stole the spotlight. The S&P 500 has become a concentrated tech fu…

Gold miners dig up gold—the antidote to inflation—but then sell it for cash, which loses value every year. Rick Rule argues they should hold gold instead. He shows that if Barrick Gold had kept its ca…

The market is experiencing one of the biggest momentum rallies in history, with 85% of gains coming from AI-related stocks. Four stocks alone (Nvidia, Micron, Broadcom, Sandisk) are expected to contri…

SpaceX went public at an eye-popping $1.7 trillion valuation. But Baillie Gifford, a long-time private investor, still bought in. Why? They see real substance: SpaceX launches over 80% of global paylo…

When choosing a fund, don't just look at the star manager. Research shows that a fund's internal structure—like whether decisions are made by a team of independent managers or a single person—explains…

This article is about Revolution Medicines, a biotech firm targeting a protein called RAS, which drives many cancers (like pancreatic cancer). Unlike older drugs that only work on 'sleeping' RAS, its…

This article explains that country risk—like political instability or economic crisis—can no longer be avoided by diversifying across countries, because markets crash together in bad times. Valuation…

Gold and silver have dropped sharply, but experts at a recent investment conference say this is a healthy pullback in a long-term bull market, not the end. They recommend buying the dip, especially di…

This quarterly commentary explains why the Akre Focus Fund trailed the S&P 500 badly (up only 0.66% vs 15.20% in Q2) but argues its holdings are in the strongest fundamental shape in a decade. The man…

This article explains how the Monks fund picks stocks in the AI boom. They split the market into three groups: AI hardware, digital services, and industrial stocks. Instead of chasing every AI name, t…

This report says the stock market is booming and people are getting overconfident. The author instead bought beaten-down healthcare stocks and beat the market. His advice: when everyone is euphoric, s…

This is a tribute to Ian Ratcliffe, who built Sands Capital's life sciences investing unit. The core message: investing in people is more important than models or short-term numbers. For everyday inve…

This article highlights Medpace, a company that runs clinical trials for drug developers—think of it as a 'picks and shovels' business in a tough industry. Drug development is getting harder and more…

This deep-dive analyzed a legal disclaimer from Hosking Partners LLP—just regulatory registrations and standard risk warnings. It contains no investment insights, market analysis, or actionable ideas.…

This report shows how a professional fund manager beat the stock market by 2% in the second quarter of 2026. His big wins came from healthcare stocks (UnitedHealth rose 54%, CVS 45%) and new bets on p…

This report says that today's market is dominated by short-term traders and passive investing (like index funds), which can cause good companies to be unfairly sold off. For example, Datadog was dumpe…

This article asks whether AI helps or hurts the climate. In the short term, AI data centers increase electricity use and emissions. But over time, AI can make power grids and factories more efficient,…

This report argues that today's market volatility and rising bankruptcies aren't signs of trouble—they show the market is returning to normal after a decade of unusually low interest rates and low vol…