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

In his October 23, 2026 report, Paul Harris focuses on Arizona copper projects and calls the mainstream narrative of a copper supply gap a 'fantasy.' Hudbay Minerals and Mitsubishi have made a final i…

In its Q3 2026 webinar, Patient Capital founder Samantha McLemore stated that the firm remains bullish on the long-term bull market despite negative sentiment around AI. She argued that pessimism is c…

In his October 2026 analysis, Aswath Damodaran classifies Anthropic and OpenAI as high-growth, high-loss, negative free cash flow young companies, arguing their trillion-dollar valuations rely on 'mes…

In its October 22, 2026 podcast, guest Fraser Christie argued that buy-now-pay-later firm Affirm is more like an internet-era American Express than a traditional lender. Fraser highlighted Affirm's tr…

Bireme argues against paying a premium for catalysts and discusses Airtel Africa and Airtel Money. It disclosed making Airtel Money a material position. The 184-pence price and roughly 16x free-cash-f…

This report says China's innovation in green tech, advanced manufacturing, and AI is hidden by macro headlines, and investment opportunities remain strong. Manager Linda Lin compares judging China by macro alone to 'judging a restaurant from the weather outside.' Key holdings: BYD (BYD) – Seagull model costs ~£8,000, flash charging adds 400 km in 5 minutes; CATL – supplied nearly 40% of global EV batteries in 2025, installed in over 24 million ca…

This report covers the Opportunity Equity fund's performance for the week of October 9-16, 2026. The fund fell 0.82%, slightly more than the S&P 500's 0.36% decline, but its long-term returns still be…

This piece says the aggregates sector has been oversold due to diesel inflation fears, but history shows it can pass on costs, making now a buying opportunity. The author (Starboard Value) is optimist…

Starboard believes KNF's current profit margin of around 15% can be improved to 22% through operational enhancements. They estimate that pricing initiatives could generate approximately $125 million i…

This report says Skyworks (SWKS) is undervalued after buying Qorvo, because the market misses its big profit potential. The author thinks its P/E is only about 7x based on long-term goals, much lower…

In an October 2026 presentation, Starboard Value argued that Solstice Advanced Materials, a specialty materials company, is significantly undervalued by the market. The company has seven businesses, a…

This interview covers how Vanta, a security and compliance software company, is adapting to the AI era. CEO Cacioppo believes the market undervalues high-growth, high-margin SaaS firms but will self-c…

This is about how Monks Investment Trust views the AI boom. The fund says four big tech firms (Amazon, Alphabet, Microsoft, Meta) may spend $1 trillion on AI infrastructure next year, but it refuses to bet only on AI. Instead, it invests in winners of the next five years and adds banks, energy, and software for balance. Key holdings: Amazon (cloud revenue up 43%), NVIDIA (core AI bet), and Disco (newly added semiconductor equipment maker, dominan…

This report says biotechnology is moving from 'observing' to 'reading, understanding, and engineering' life, and the author is optimistic. As we learn to actively write and edit life's instructions, companies providing key tools will become more valuable. Three holdings are highlighted: Oxford Nanopore (its real-time DNA sequencing can analyze brain tumor genes during surgery in two hours instead of weeks); Guardant Health (its liquid biopsy has…

This piece says modern slavery (forced labor, human trafficking) is a real financial risk for investors, not just an ethical issue—companies can face boycotts, fines, or failed IPOs. The author, Sands…

This article is bullish on copper, saying supply is getting tighter because Chile's copper output in August hit its lowest in over 20 years and new mines are hard to bring online. It highlights Copper…

This report says the AI investment boom is showing cracks, with US tech giants forced into a spending war while Chinese firms show better capital discipline. The author is cautious, noting early signs…

This report says the fund manager is cautious about the AI infrastructure boom, warning it could become commoditized like solar power. The fund returned +3.5% this quarter and +19.3% year-to-date, bea…

This report says the fund earned 4.32% last quarter, beating the S&P 500 by about 2%. The manager is cautiously optimistic, seeing some long-term opportunities rebound after being overly sold off. He…

This article uses the unlikely success of Seinfeld—from a poorly received pilot to one of TV's most lucrative assets—to make an investment point: unconventional ideas can create enormous long-term val…