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

This piece says China's headline economy looks weak, but great companies still thrive. The fund sees world-beating EVs, batteries, and AI—now priced cheaply. Three picks: BYD (amazing tech but likely…

This article says AI is 'jagged'—it does some things amazingly well but fails at others (like writing long articles). Scottish Mortgage believes the real advantage comes not from which AI model you us…

This article says AI is improving faster than most people think, and the Scottish Mortgage fund is betting on a few firms that use AI to speed up drug and battery breakthroughs. They're optimistic: ev…

Scottish Mortgage fund believes big returns come from a few winners, so it bets heavily on space and AI. It's optimistic that AI demand will far outstrip supply, benefiting key players. Top holdings:…

This piece says that geopolitical conflicts and AI warfare are making metals like copper and uranium more strategically valuable, and mining stocks may benefit. Rick Rule is bullish on this trend. Key…

This report reviews Q3 2026 markets. The author (patient_capital) sees sharp divergence: energy surged 17% on oil above $100, while utilities and small-caps slumped. Inflation eased but consumer confi…

This report says China is shifting from an old model driven by real estate and investment to a new one focused on advanced manufacturing and tech self-reliance. The two models coexist, creating market divergence. The author is cautious, warning that hot sectors like EVs and robots may face overcapacity. Key holdings: BYD (management meets daily to respond to customer feedback, but EV competition is fierce), Xiaomi (took only three years from anno…

This piece explains how Baillie Gifford's two strategies, Monks and SAINTS, find undervalued opportunities. They see the market reshaped by passive investing and the AI boom, but believe many good companies are mispriced. Monks likes NVIDIA (new chips every 18 months, stronger than market thinks), Samsara, and Shopify (seen as AI losers but have real advantages). SAINTS prefers cash-generating firms like Coca-Cola that pay steady dividends. Overa…

This article explains how Hosking Partners found a hidden gem in Saga Plc, a UK company serving over-50s. They're optimistic, saying the stock could rise 5x more after already jumping 8x from its 2022…

This report is Hosking Partners' Q4 2023 commentary. They are optimistic about value stocks (cheaper companies) and think the risk of a 'hard landing' (severe recession) is already priced in. Key hold…

This report says lumber supply has dropped to a 10-year low while the US faces a severe housing shortage, so demand could outstrip supply when it recovers. The author is bullish on lumber long-term, a…

This report warns that AI infrastructure investment (e.g., data centers) relies on financial engineering like options and IOUs, not real cash, echoing past bubbles. The author is cautious on AI. Meanw…

This report covers Patient Capital's weekly performance and holdings. The fund gained 0.89% last week, lagging the S&P 500's 1.23%, but is up 15.91% year-to-date, beating the index. The manager doesn'…

This is about Instinct, a personal AI assistant that works via text, phone, or email like a human. Founder Noah Shinn believes all software will collapse into one simple interface, and Instinct is at…

This covers fund managers Tom Slater and Lawrence Burns answering investor questions, focusing on growth beyond AI: SpaceX, healthcare, luxury goods, and quantum computing. They're bullish on SpaceX (…

This interview explores how AI is advancing fast but unevenly, and how companies and society must learn to coexist with it. Fund manager Lawrence Burns and professor Ethan Mollick believe AI progress…

This piece says don't judge China by gloomy headlines—many companies are quietly innovating. The fund managers see China as a leader in EVs, batteries, and AI, and think the market is too pessimistic.…

This interview says AI could be as transformative as the Industrial Revolution, but most people underestimate its speed because they think linearly. Fund manager Tom Slater is bullish on AI for scient…

This update from Scottish Mortgage covers their portfolio moves. Their big win is SpaceX: a $200M investment in 2018 is now worth about $5B at IPO, making it a top return driver. They're betting on th…

This piece argues that active investing isn't about having more information, but about forming a genuinely different view of the future. Markets focus on surface events and short-term data, but the real edge lies in understanding the underlying system structure. The author uses BlackBerry as a cautionary tale: analysts thought the market was saturated because they defined it too narrowly (Wall Street workers needing mobile email), but the real de…