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

This report says AI's growth is hitting a power shortage, so the fund bought natural gas producer EQT and power generator Vistra to benefit from supplying electricity to AI data centers. Moderna's can…

This article says mining investing is all about 'catalysts'—events like big financings, discoveries, or takeovers. The author sees a good but possibly tightening funding window. Three key names: Kingf…

This interview covers Michael Moritz's 40-year investing career and his view that the best founders are often 'outsiders' due to childhood experiences, giving them unique resilience. He's more optimis…

This piece argues that short-term investment returns can't tell skill from luck. The key is the decision process, not the outcome. The author is cautious, warning that a leveraged AI bet that soared t…

This report covers Patient Capital's fund performance for the week ending September 11, 2026. The fund lost 3.12%, underperforming the benchmark's 0.78% drop, but is up 14.72% year-to-date. The manage…

This report says AI can design protein drugs in seconds, but they still need to be physically built and tested. Twist Bioscience's DNA synthesis platform is like the factory for that, making it key infrastructure for AI-driven drug discovery. The author is bullish on Twist, arguing AI will create more demand for physical testing, not less. Key holdings: Twist Bioscience (AI-related orders jumped from near zero to ~$25 million in 2025, expected to…

This article is about Baillie Gifford's take on Moderna. They admit being too optimistic during COVID, once dreaming Moderna would be a trillion-dollar company, but the stock crashed 95% from its peak. Now they're cautiously optimistic: in August 2026, Moderna's personalized cancer treatment (Intismeran) succeeded in a skin cancer trial, proving the mRNA platform works beyond vaccines. They sold half their Moderna stake (reducing position) the ne…

This report is very bullish on copper, saying structural shortages are worsening and prices will keep rising. It highlights three stocks: Talon Metals (TLO) surged 34% after drilling a very high-grade…

This piece celebrates GMO's 25-year-old 'Benchmark-Free' strategy, which ignores stock indexes and focuses purely on making money. Over 25 years, it returned 5.7% after inflation, beating the traditio…

This article says the era of low inflation is over, and retirement income needs protection. The author sees supply shocks (energy, supply chains, aging) making inflation higher and less predictable. Traditional fixed annuities, cash, and regular bonds lose purchasing power. Two key holdings: Supermarket Income REIT (rents rise with UK inflation, dividend yield over 7%) and Brazilian government inflation-linked bonds (real yield of 7%, among the h…

This article argues that rising interest rates don't always hurt stocks. Damodaran says that despite the 10-year Treasury yield climbing to 4.75% in 2026, corporate earnings grew over 11%, keeping the…

This report covers Patient Capital's fund performance and holdings for the week. The fund gained 0.64%, beating the S&P 500's 0.13%. No clear market view is given, but key stocks are highlighted: NVID…

This is about the Scottish Mortgage Investment Trust's performance last month. It's a fund that holds tech and growth companies for the long term. Its share price rose 36.4%, beating the global stock…

This analysis explains why Home Depot (HD) has been so profitable. The author is bullish, crediting its 'three-legged stool' model: low prices, wide selection, and great service that reinforce each ot…

This interview features historian Walter Mead arguing that despite internal chaos, America keeps winning through information revolution and maritime trade advantages. He says Trump turns lying and dra…

This report argues investors underweight emerging markets (EM) and should treat them as a core holding, not an afterthought. Baillie Gifford says EM makes up 60% of global GDP and two-thirds of growth, yet only 12% of the MSCI ACWI index. They note that investors' combined stake in Nvidia, Apple, and Microsoft nearly equals their entire EM exposure. The firm is optimistic about fiscally sound EM economies like China, Taiwan, and South Korea, and…

This report covers hedge fund Third Point's performance in August 2026. The fund lost 1.5% for the month and is down 0.7% year-to-date. No market commentary from the manager. Key holdings mentioned: W…

This piece covers a flurry of catalysts for junior mining companies, with the author cautiously optimistic. Barrick Gold's Reko Diq project in Pakistan is suspended after a security attack, and new ma…

This report says global supply chains are fragile, making resource scarcity a key investment theme. The fund (Baillie Gifford) is optimistic, betting on energy and materials. It highlights three holdings: Epiroc (mining equipment, like selling shovels in a gold rush), Martin Marietta (crushed stone, with a local monopoly due to high transport costs), and Freeport-McMoRan (copper mining, benefiting from surging demand for EVs and AI).