Nice analysis. I frequently look at what these investors are up to too. Although, keep in mind these investments (increases or decreases) are already a few months old. Granted, many of them are long-term holders, but not always. For example Berkshire had a holding in ULTA and the next quarter it was gone.
By the way, I would recommend an interview with Terry Smith, which was done by William Green on the Investors Podcast recently.
Why would Francios Rochon move out of GOOGL in favor of GOOG? I've wondered about the difference for a while. From what I can tell they are exactly the same except that the class A (GOOGL) shares come with voting rights, which I would think have some value, yet GOOG consistently trades a little higher. And here we have two strange instances. 1) Why is Bill Ackman, who relies on activist investing holding more nonvoting shares than voting shares (and paying a premium to do so), and Why did Rochon active trade out of voting. I don't get it.
I need business
Nice analysis. I frequently look at what these investors are up to too. Although, keep in mind these investments (increases or decreases) are already a few months old. Granted, many of them are long-term holders, but not always. For example Berkshire had a holding in ULTA and the next quarter it was gone.
By the way, I would recommend an interview with Terry Smith, which was done by William Green on the Investors Podcast recently.
To me, Bill Ackman is not a quality investor, nor the growth and value investor.
Sorry to say that.
Thanks for the rundown. Interesting to keep of these.
Why would Francios Rochon move out of GOOGL in favor of GOOG? I've wondered about the difference for a while. From what I can tell they are exactly the same except that the class A (GOOGL) shares come with voting rights, which I would think have some value, yet GOOG consistently trades a little higher. And here we have two strange instances. 1) Why is Bill Ackman, who relies on activist investing holding more nonvoting shares than voting shares (and paying a premium to do so), and Why did Rochon active trade out of voting. I don't get it.
Thanks, definitely interesting and thought provoking. Which change in these portfolios inspires you most?