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

This report says Akre Focus Fund's holdings have strong fundamentals but trade at decade-low valuations because the market is obsessed with AI stocks. The manager sees this disconnect as an opportunit…

This piece is about mining investor Rick Rule being optimistic about MACK, a junior explorer that spent $37 million to consolidate land in Nevada's historic Comstock district. MACK's strategy is not t…

This commentary is about Southeastern Asset Management's small-cap fund. The manager says the current market feels like 2000, not 2022: the value per share of their holdings is growing, but stock pric…

This fund commentary says that despite recent losses, the manager sees this as a buying opportunity because the stocks they own are worth much more than their current prices. They divide holdings into…

This commentary covers Southeastern Asset Management's Global Fund for Q3 2026. The manager sees the current market as similar to 2000 or 1987, making it a good time for finding undervalued stocks, so…

This report covers the Opportunity Equity fund's performance for the week of October 2-9, 2026. The fund fell 0.40% while the S&P 500 rose 1.17%. No direct market view from the manager, but the 10-yea…

This update covers Scottish Mortgage's Q3 2026 portfolio. The managers argue AI is starting a 'new industrial age' where value shifts from pure software to physical infrastructure like chips, power, a…

This interview covers Nubank founder David Vélez's view on global banking. He says traditional banks still hold 90% of the market, like Blockbuster before Netflix. Vélez is bullish on AI making banks…

This piece reflects on Scottish Mortgage's 20-year investment in Amazon. The fund's manager says Amazon's real edge isn't what it sells but its culture of experimentation and long-term thinking, insti…

This piece argues that a portfolio can hold many assets but still be exposed to the same economic risks—like relying on US tech stocks. Baillie Gifford believes true diversification means investing in assets driven by different economic forces. They are optimistic about emerging-market local-currency bonds, which offer high yields and low correlation with stocks and property. Key holdings: Brazil inflation-linked bonds (real yield ~7%, providing…

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…

Oakmark’s shareholder Q&A discusses international equity allocation, currency risk and Japan. U.S. investors hold about 9% in international equities, below the 30% reference commonly found in diversif…

Oakmark’s Q&A explains why it missed some gains in AI infrastructure stocks, how it maintains valuation discipline and how it addresses market concentration. The author is uncertain whether some AI co…

Oakmark’s fixed-income commentary argues that heavy technology-company bond issuance creates opportunities to assess business value and credit risk. An equal-weight comparison basket of five hyperscal…

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…