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Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
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Buffett's latest hold positions have been made public! Continuing to reduce shareholding in apple and silver, and these two stocks have become new favorites.
From the latest operational trends, Berkshire has newly established positions in two stocks — domino's pizza and pool supplies distributor Pool.
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
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Berkshire's latest hold positions are revealed! In Q3, positions were established in domino's pizza and pool supplies distributor Pool, while almost all positions in ulta beauty were cleared.
Berkshire Hathaway added Domino's Pizza and swimming pool equipment distributor Pool in the third quarter. Both have some commonalities: so far this year, both have underperformed the overall market. Domino's Pizza's stock price is suppressed due to pressure on spending from low-income consumers; the demand for swimming pools is weak due to people being more cautious with discretionary spending, dragging down Pool's stock price.
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