- Charlie Munger’s ‘Bag of Tricks’ (mastersinvest)
- Have Investors Gotten Too Bearish On The Banks? (thefelderreport)
- Value in Recessions and Recoveries (research affiliates)
- NYC Executives Commuting to Work by Air From Vacation Homes (Bloomberg)
- Fall 2020 Edition of Graham & Doddsville (G & D)
- Apple, Amazon, and Facebook shed $220 billion in market value as shares tank after earnings (Business Insider)
- Private jet traffic to the Hamptons and Aspen is booming as the rich flee big cities (CNBC)
- Descriptions Aren’t Prescriptions (Farnam Street)
- Cruise stocks rise after CDC lifts no-sail order, clears industry to plan return (CNBC)
- The Wit and Wisdom of Warren Buffett (dividend-growth-stocks)
- The Fed could face pressure to act: ‘They don’t have the luxury of time anymore’ (CNBC)
- McRib coming back to McDonald’s locations nationwide (USA Today)
- Take a peek at Warren Buffett portfolio and his 11 longest-held stocks (USA Today)
- Europe Risks a New Economic Downturn as Lockdowns Return (New York Times)
- Why cinema will survive the coronavirus pandemic (MarketWatch)
- Coronavirus is driving a new generation of home cooks to Kraft Heinz products (MarketWatch)
- Bugatti unveils a super light hypercar that can top 300 mph (CNN Business)
- This “Portal” Lets You Beam a Hologram of Yourself Into Video Calls (futurism)
- Regeneron halts trial of antibody treatment in seriously ill Covid patients (Financial Times)
- What happens when value grows like growth? (Verdad)
- Examining “Ben Graham’s Net Nets: Seventy-Five Years Old and Outperforming” (globalinvestinginsight)
- Allbirds, the billion-dollar sneaker start-up, launches apparel (Financial Times)
- Judge Kicks Off Scheduling in Google Antitrust Case (Wall Street Journal)
- The Man Who Made Milton Friedman a Star (Wall Street Journal)
- This Is Jerome Powell’s Moment, No Matter Who Wins (Barron’s)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 54
Hedge Fund Tips with Tom Hayes – Podcast – Episode 44
Tom Hayes – The Claman Countdown – Fox Business Appearance – 10/30/2020
Unusual Options Activity – The Boeing Company (BA)
Data Source: barchart
Today some institution/fund purchased 2,126 contracts of May $200 strike calls (or the right to buy 212,600 shares of The Boeing Company (BA) at $200). The open interest was 781 prior to this purchase. Continue reading “Unusual Options Activity – The Boeing Company (BA)”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Insider Buying in Raytheon Technologies Corporation (RTX)
Where is money flowing today?
Tom Hayes – Cheddar TV Appearance – 10/30/2020
Be in the know. 17 key reads for Friday…
- Tech Companies Just Reported Earnings. What to Know. (Barron’s)
- Facebook Stock Slips After Earnings. They Were Good but the Outlook Isn’t Rosy. (Barron’s)
- Alphabet Sales Growth Returns to Pre-Pandemic Level. The Stock Is Soaring. (Barron’s)
- Stocks Fell on Covid Fears. Treasury Yields Didn’t Follow Along. (Barron’s)
- How to Use the Election to Buy Stocks at a Bargain Price (Barron’s)
- After the Election, Managed-Care Stocks Tend to Rise. Anthem Is a Good Candidate for a Run. (Barron’s)
- U.S., China Friction Will Persist After the Election. Here’s What Investors Should Expect. (Barron’s)
- Here are 5 quality ‘election-proof’ stocks with upside potential, analyst says (MarketWatch)
- GDP Growth Was Massive. (Barron’s)
- Exxon to Slash U.S. Workforce (Barron’s)
- Apple iPhone Delay Hurt China Sales, Leaving a Lot Riding on 5G (Bloomberg)
- Megacap Tech Disappoints Market Where Nothing’s Good Enough (Bloomberg)
- At least until the pandemic, the president’s unconventional policy got unprecedented results. (Bloomberg)
- Dr. Paul Marik: Ivermectin Works and Should be Accepted for Large Observational Studies (TrialSiteNews)
- Gilead’s Covid-19 Drug Is Mediocre. It Will Be a Blockbuster Anyway. (New York Times)
- In Battleground Pennsylvania, Fracking and Renewables Compete to Be the Future of Energy (Wall Street Journal)
- Shell Tries to Woo Investors With Dividend Raise, Promise of Future Payouts (Wall Street Journal)