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

This report says copper supply could get tighter because nearly 500 million tonnes of discovered copper are stuck in permitting, equal to three-quarters of current global output. The author is bullish…

This letter says the market is in the late stage of a long bull run, but the AI revolution and interest-rate swings are creating rare opportunities. The fund beat the S&P 500 this quarter, thanks to b…

This factsheet covers the Scottish Mortgage Investment Trust. Over the past year, its share price rose 40.3%, far outpacing the global stock market's 18.7%. The fund focuses on US and Asian tech firms…

This piece says two companies—Alnylam and Lam Research—have built hard-to-copy advantages through decades of accumulated expertise. The author (Baillie Gifford fund) is optimistic, believing the market underestimates their long-term potential. Alnylam, a gene-silencing drugmaker, has a clinical success rate over 50% (industry average 10%) and is investing $250 million to expand capacity, aiming to treat hypertension (1.4 billion patients). Lam Re…

This piece explains how the AI investment boom is driving U.S. stocks. Author Damodaran says stocks held up despite rising interest rates because earnings beat expectations and AI spending surged. He…

This article is bullish on Colombia's mining sector, citing a new pro-business government that quickly restored AngloGold Ashanti's Quebradona copper-gold permit and removed environmental blocks. Auth…

This report covers Patient Capital's fund performance for the week ending Oct 2. The fund fell 0.56%, slightly more than the S&P 500's 0.25% drop, but is up 15.26% year-to-date, beating the index. The…

This report covers hedge fund Third Point's September 2026 performance. The fund gained 0.8% for the month but lost 6.7% for the quarter, ending flat year-to-date. No market outlook is provided. Key h…

In this interview, Stanford neuroscientist Andrew Huberman argues that leading AI companies like OpenAI and Neuralink are essentially becoming biotech firms, aiming to non-invasively read and write br…

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…