Berkshire Hathaway has revealed a new $4.3 billion position in Alphabet, marking one of the most unexpected shifts in Warren Buffett’s portfolio ahead of his retirement after 60 years as CEO. 🔍 Key Highlights 🏛 Strategic Shifts Before Buffett’s Exit Buffett passes leadership to Greg Abel on January 1, and Berkshire’s moves signal: 💬 Why...
Global private equity giants Warburg Pincus and Permira are reportedly in discussions to acquire Clearwater Analytics, the investment and accounting software provider they helped take public in 2021. 🔍 Deal Highlights 🧭 Strategic Context If completed, the deal would mark a major buyout in the financial technology space — and represent a full-circle moment for...
Tiger Global Management, led by Chase Coleman, made a significant portfolio pivot in Q3, slashing its stake in Meta Platforms by 62.6% — a move closely watched across the hedge fund world. 🔍 Key Highlights 📉 Performance Context Tiger Global ended the first half of 2025 up ~4.5%, trailing many leading multi-strategy hedge funds —...
Papa John’s is back in the spotlight after Irenic Capital Management quietly built a stake in the company during Q3, sources told Reuters. The move adds fuel to growing speculation about the future of the global pizza brand. 🔍 What We Know So Far 🍕 Why Now? Papa John’s has been the subject of ongoing...
Global markets retreated on Friday as megacap tech stocks dragged indexes lower and Federal Reserve officials signaled uncertainty about a December rate cut. ⚠️ What’s Driving the Pullback 🧠 What Experts Are Saying Seema Shah – Principal Global Investors Bill Fitzpatrick – Logan Capital Management Matthew Pallai – Nomura Capital Management 📌 What This Means...
Kimmeridge Energy Management, one of the most influential activist investors in the oil & gas sector, has taken a new position in Devon Energy (NYSE: DVN), according to fresh 13F filings. 🔍 Key Facts While the filing did not indicate whether Kimmeridge increased its stake after Sept. 30, the move signals rising activist attention on...