Sat.Nov 04, 2023

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75% of Warren Buffett’s equity portfolio is in just 5 stocks. Here’s what they are

CNBC: Investing

The Omaha-based conglomerate said approximately 75% of is aggregate fair value was concentrated in five companies at the end of the third quarter.

Portfolio 145
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Charlie Munger reflects on one investment Warren Buffett passed up — Costco

CNBC: Investing

Munger has been a loyal supporter of Costco, calling it one of the best investments of his life, but Buffett was never convinced that it could be a home run.

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Activist Engaged Capital sees a path to lift VF Corp’s share price and slash costs

CNBC: Investing

Cost cutting and refreshing the board at VF Corp. are on the list of priorities for activist Engaged Capital.

Capital 127
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Here are the top 5 ‘best in class’ stocks coming out of earnings, Bank of America says

CNBC: Investing

Bank of America highlights five stocks that are must-owns as earnings season concludes.

Bank 109
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Navigating the Future: Generative AI, Application Analytics, and Data

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?