Evan Profile picture
Aug 14 15 tweets 9 min read Read on X
Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios

Here's what their portfolios looked like as of the end of Q2 (A thread🧵⬇️)

Warren Buffett: 🐐 Image
Bill Ackman:

Important info:

All the portfolios are their holdings as of the end of Q4 … all of the info was taken from 13F forms filed with the SEC and the photos are from DataRoma Image
Bill Gates: Image
Michael Burry: Image
Daniel Loeb Image
- Chase Coleman's Tiger Global
- Howard Marks Image
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Carl Icahn: Image
David Einhorn
Leon Cooperman Image
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Ray Dalio and Bridgewater have 749 holdings ... here's their top 100 holdings Image
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- Chris Hohn
- Terry Smith
- Seth Klarman
- Samantha Mclemore Image
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Dodge & Cox (Photo 1 and 2)
Viking Global (Photo 3 and 4) Image
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- Nelson Peltz
- Chuck Akre
- ValueAct
- Stephen Mandel Image
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- Li Lu
- Glenn Greenberg
- Valley Forge
- AltaRock Image
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Renaissance Technologies have 4,018 holdings ... here's their top 100 Image
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Saudi Public Investment Fund ... Are they out here trading options? Image
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More from @StockMKTNewz

Aug 10
GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵 Image
Monday:

(Shoutout to @SeekingAlpha for making this part of the catalyst watch) Image
Tuesday: Image
Read 10 tweets
Aug 3
GET READY FOR ANOTHER HUGE WEEK AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

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EARNINGS SEASON IS IN FULL SWING ... we have another very busy earnings week incoming

Monday:

(Shoutout to @SeekingAlpha for making this part of the catalyst watch) Image
Read 9 tweets
Jul 27
GET READY FOR THE CRAZIEST WEEK OF THE QUARTER AHEAD IN THE STOCK MARKET

Here's a full catalyst watch to help you get prepared

A thread 🧵⬇️ Image
The busiest earnings week of the quarter is here ... get ready

Monday:

(Shoutout to @SeekingAlpha for making this past of the catalyst watch) Image
Read 9 tweets
Jul 25
Here are some plays which may be worth doing more research into this weekend

A thread 🧵
These are the Bull and Bear picks on Prospero right now

Prospero is a free app im working with that uses AI to look at thousands of data points in real time to give you easy to understand signals and ratings

Long-Term Bull:

Facebook $META
Alibaba $BABA
Booking $BKNG
Mercadolibre $MELI
Autozone $AZO
Caterpillar $CAT
Microsoft $MSFT
Cigna $CI
Applovin $APP
UnitedHealth $UNH
S&P Global $SPGI

(Here's some text from the app in this section: "High Upside & Profitability + Low Downside support price gain over the next year. Low to mid short pressure and dark pool mitigate risk.")
Short Term Bull:

Carvana $CVNA
Palantir $PLTR
Google $GOOGL
UnitedHealth $UNH
Nvidia $NVDA
Reddit $RDDT
Cloudflare $NET
$META
Amazon $AMZN
Elevance Health $ELV

(Here's some text from the app in this section: "High net options & Net social favor a rise in price. High short pressure and dark pool filtered out to lower risk.")
Read 6 tweets
Jun 21
Here are a bunch of stocks which may be worth doing more research into this weekend

A thread 🧵
These are the Bull and Bear picks on Prospero right now

Prospero is a free app im working with that uses AI to look at thousands of data points in real time to give you easy to understand signals and ratings

Short-Term Bull:

$META
Exxon Mobil $XOM
General Electric $GE
Nvidia $NVDA
Cloudflare $NET
Marvell $MRVL
Amazon $AMZN
Pepsi $PEP
$AMC
Carvana $CVNA

(Here's some text from the app in this section: "High net options & Net social favor a rise in price. High short pressure and dark pool filtered out to lower risk.")
Long-Term Bull:

$META
Alibaba $BABA
Mercadolibre $MELI
Microsoft $MSFT
Group 1 Auto $GPI
Eli Lilly $LLY
NetEase $NTES
Applovin $APP
UnitedHealth $UNH
Comfort Systems $FIX

(Here's some text from the app in this section: "High Upside & Profitability + Low Downside support price gain over the next year. Low to mid short pressure abd dark pool mitigate risk.")
Read 7 tweets
Jun 18
JUST IN: Jerome Powell laid out what the 🇺🇸 Fed's current expectations are for 2025

Here's all the news you need to know 👀

A thread🧵⬇️ Image
First as expected ... Jerome Powell and the Fed left rates unchanged at 4.25%-4.50% for this meeting

But the Summary of Economic Projections (SEP) is where it starts to get interesting

The SEP is where Jerome Powell and the Fed tell us what they currently expect for multiple economic factors going forward
Here's what the Fed currently expects for the end of 2025 based on the SEP:

- Interest Rates: ending 2025 at 3.75%-4% (2 25BPs rate cuts) unchanged from its previous forecast

- Growth (GDP): of 1.4% down from its previous 1.7% forecast

- Unemployment Rate of 4.5% up from its previous 4.4% forecast

- Inflation (PCE) of 3% up from its previous 2.7% forecast

(The SEP gets updated once every quarter and shouldn't be taken as this is what they're going to do but more as what they currently expect going forward based on current conditions)Image
Read 6 tweets

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