๐ฟ๐๐ ๐ฉ๐๐๐ฎ ๐๐ช๐ฎ ๐ข๐ค๐ง๐ $SLS ?
In Q1 and Q2, all the top 10 Largest Shareholders of $SLS added more to their positions. None sold.
Q3 reports will be out in 1 week.
Lets see if they are still confident in the company and built a larger position, or started to exit.
๐๐ฒ๐ป ๐๐ถ๐๐ต๐ฒ๐ฟ 13๐ ๐ถ๐ ๐ผ๐๐!ย
The 5-star Hedge Fund manager just posted his Q3 trades.
๐๐ฐ๐ด๐ต ๐ฏ๐ฐ๐ต๐ข๐ฃ๐ญ๐ฆ ๐ฅ๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐ค๐ฉ๐ข๐ฏ๐จ๐ฆ๐ด:
๐น $TLT - start new position
๐น $CSCO & $UNH - added 20% more
๐น $GEV & $PANW - added 40% more
Ken is up 106.39% in 3 yrs.
๐ช๐ถ๐น๐น ๐๐ต๐ฒ๐ ๐๐ผ๐๐ฏ๐น๐ฒ๐๐ผ๐๐ป?
DraftKings price now is below the breakeven cost of the Top 10 Largest Shareholders.
Did they buy more $DKNG to average down; or gave up and exited their positions?
We will find out soon.
New SEC filings due in less than 10 days.
๐๐ฎ๐-๐ฑ๐ฟ๐ผ๐ฝ๐ฝ๐ถ๐ป๐ด: Almost 96% of $HTZ shares sold short!
The hอiอgอhอeอsอt in the list.
There are hardly any shares left to borrow and short;
all this needs is some buying pressure to ignite.
Keep an eye on it.
๐ฅ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐ฟ๐ด๐ฒ ๐๐๐ข ๐๐๐:
Among the Largest Insider Buys in the past week,
a massive almost $10M purchase in $GLXY by CEO @novogratz
Galaxy Digital is trading near its 52 week lows and looking ๐พ๐๐ถ๐๐ฒ ๐ฎ๐๐๐ฟ๐ฎ๐ฐ๐๐ถ๐๐ฒ at these levels.
The CEO buy confirms it.
๐๐ฎ๐ฟ๐ด๐ฒ ๐๐ป๐๐ถ๐ฑ๐ฒ๐ฟ ๐๐ฟ๐ฎ๐ฑ๐ฒ:
Intel CEO just dropped almost $10M of his own money buying the dip.
He bought at $64.73, stock dipped further to $58.
If he thinks $INTC is a great deal at almost $65,
then maybe it's in bargain territory right now and won't last there for long.
Top Hedge Fund, Dimensional, just filed their 13F for Q3.
Very minor changes except for 1 ๐ป๐ผ๐๐ฎ๐ฏ๐น๐ฒ ๐๐ฟ๐ฎ๐ฑ๐ฒ.
They ๐ง๐ฅ๐๐ฃ๐๐๐ their $NU position!
A trade worth over $100M on a stock that used to be one of their smallest.
๐ก๐ฒ๐ ๐ ๐ถ๐น๐น๐ถ๐ผ๐ป ๐๐ผ๐น๐น๐ฎ๐ฟ ๐๐ป๐๐ถ๐ฑ๐ฒ๐ฟ ๐๐๐๐:
๐น $SIRI - over $5M by Berkshire Hathaway
๐น $BA - over $1.5M by 2 top level Directors
๐น $MGM - a stunning $51.5M purchase by Keith Meister
The following are under a million but also quite notable dip buys by Directors:
๐น $CAT - $620k bought at $620 :)
๐น $JBLU - $300k bought at $3
Keep a close eye at what Insiders do, especially when they purchase such large amounts of their own company stock.
5-star Hedge Fund manager, Lewis Sanders, just filed his 13F for Q3.
๐๐ฐ๐ด๐ต ๐๐ฐ๐ต๐ข๐ฃ๐ญ๐ฆ ๐๐ณ๐ข๐ฅ๐ฆ๐ด:
๐น $RCL - ๐ฎ๐ฑ๐ฑ๐ฒ๐ฑ 85% more
๐น $LMT - ๐ฎ๐ฑ๐ฑ๐ฒ๐ฑ 45% more
๐น $PG - ๐๐ผ๐น๐ฑ ๐ฎ๐น๐น
3-๐๐ฒ๐ฎ๐ฟ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ: up +132.41%
๐ก๐ก๐ข๐ง๐๐๐๐ 13G ๐๐จ๐ฌ:
Top 20 Best Performing Hedge Fund, Peconic, just filed a new 13G.
They ๐๐ข๐ข๐ฆ๐ง๐๐ their $AMC holding by around %75, becoming the 2nd Largest Shareholder in the company.
๐ค2 ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ: +33.59%
3-๐๐ฒ๐ฎ๐ฟ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ: +257.25%
Looks like they are confident this one is about to run,
check their portfolio they hardly miss.
The era of Crypto exchanges is likely ending.
Crypto ETFs like $IBIT and proxies like $MSTR & $ASST are going to become the ๐บ๐ฎ๐ถ๐ป ๐บ๐ฒ๐๐ต๐ผ๐ฑ people trade crypto in the future.
That is the safest way to get ๐ฑ๐ถ๐ฟ๐ฒ๐ฐ๐ ๐ฒ๐
๐ฝ๐ผ๐๐๐ฟ๐ฒ to Bitcoin, ETH, and other top cryptos when investing large dollar amounts.
There are ETFs for most of the big ones.
The rest of the coins that don't get much volume and have no ETFs will continue to trade on crypto exchanges, up until they become large enough to warrant having a listed ETF.
There is zero risk of getting hacked or having your wallet drained this way.
And you have levered ETF options as well (like BITX) for those who want more risk.
Do you agree?
Here's another good one:
๐ค๐๐ฎ๐น๐ถ๐๐ ๐จ๐ป๐ฑ๐ฒ๐ฟ๐๐ฎ๐น๐๐ฒ๐ฑ ๐ฆ๐๐ผ๐ฐ๐ธ: $BSX
๐ช๐ต๐?
๐น Trading over 50% below fair value as of today
๐น Record revenue for a 12-month period: $21B
๐น P/E is well below its 5-year median: 18.2 vs 64.3
This is one of those rare opportunities that you look back at and wish you picked up some at these levels.
๐ค๐๐ฎ๐น๐ถ๐๐ ๐จ๐ป๐ฑ๐ฒ๐ฟ๐๐ฎ๐น๐๐ฒ๐ฑ ๐ฆ๐๐ผ๐ฐ๐ธ: $PYPL
๐ช๐ต๐?
๐น Trading around 20% below fair value as of today
๐น Record revenue for a 12-month period: $34.1B
๐น Share count down over the last year (buybacks): โ7.8%
๐น P/E is well below its 5-year median: 10.8 vs 18.6
Rare to find good quality stocks like this trading at such attractive valuations.
๐ก ๐ฆ๐ง๐ข๐๐ ๐๐ก๐ฆ๐๐๐๐ง ๐ก
8 of the top 10 Largest Shareholders of $CRWV have ๐๐ผ๐ผ๐๐๐ฒ๐ฑ their holding in Q2 - as per latest 13F filings.
1 held. 1 sold.
Look at their ๐๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐๐๐ ๐ฃ๐ฟ๐ถ๐ฐ๐ฒ๐.
They are all in the red ๐ด
Q3 records will be out in a few days.
We will see if they still have faith & bought the dip to average down or lost hope and exited for a loss.
๐๐๐ฅ๐๐ฆ๐ ๐๐ข๐ก๐๐ฅ๐๐ฆ๐ฆ ๐๐จ๐ฌ๐ฆ ๐
Congress Member Cleo Fields just made a new filing.
๐ก๐ฒ๐ ๐ช๐ผ๐ฟ๐๐ต: ~$67.2M
๐๐ข๐ต๐ฆ๐ด๐ต ๐๐ณ๐ข๐ฅ๐ฆ๐ด:
๐น $TSM - ๐๐ฑ๐ฑ๐ฒ๐ฑ ๐บ๐ผ๐ฟ๐ฒ @ $453.31
๐น $NVDA - ๐๐ฑ๐ฑ๐ฒ๐ฑ ๐บ๐ผ๐ฟ๐ฒ @ $230.86
He now owns about $26.1M of Nvidia & $4.5M of TSM, almost 50% of his entire stock portfolio.
$HTZ is now leading the list of the ๐ ๐ผ๐๐ ๐ฆ๐ต๐ผ๐ฟ๐๐ฒ๐ฑ ๐ฆ๐๐ผ๐ฐ๐ธ๐ with all conditions of a short squeeze present
(see Stock page>Short Interest)
It's already up 25% in the past week and has high potential to resume its rise in the coming weeks.




















