ValueWalk - Exclusive Hedge Fund Info @valuewalk
Everything hedge funds & value investing since 2011. valuewalk.com New York Joined January 2010-
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Kraft Heinz (KHC), a Buffett pick, is splitting in two after years of underperformance. Down 9% annually over the past decade. #Buffett #Stocks #Investing valuewalk.com/news/this-warr…
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Earnings to watch this week: Dollar Tree, Salesforce, Broadcom. Any one could pop on results. #StocksToWatch #Earnings #Inv valuewalk.com/news/3-stocks-…
August’s biggest losers: Figma (-39%), Trade Desk (-37%), Super Micro (-30%), Circle Internet (-28%). Opportunities may hide in the wreckage. #StockMarket #Investing #IPO valuewalk.com/news/the-4-wor…
EchoStar (NASDAQ:SATS) soared 90% in August 🚀 The runners-up? Bloom Energy (+41.6%) and Reddit (+40.2%). #Stocks #Investing #Markets valuewalk.com/news/the-top-3…
AI stocks cooled in August despite record highs in indexes. Even Sam Altman warns of dotcom-like risks. #AI #StockMarket #Investing valuewalk.com/news/are-ai-st…
Small caps crushed August 📈 The Russell 2000 jumped 7%, its best month of 2025, while all major indexes hit record highs. #StockMarket #SmallCaps #Investing valuewalk.com/news/small-cap…
Caterpillar warns tariffs will hit harder than expected, cutting into margins. Shares fell 4% Friday. #Caterpillar #Tariffs #StockMarket valuewalk.com/news/caterpill…
Fed Governor Waller says it’s time to cut rates, citing rising labor market risks and inflation near target. #FederalReserve #RateCuts #Economy valuewalk.com/news/fomcs-wal…
July PCE inflation held steady at 2.6%, keeping Fed rate cut hopes alive for Sept. Investors see 87% chance of a cut. #Inflation #FederalReserve #InterestRates valuewalk.com/news/pce-infla…
Wynn Resorts stock surges after UBS upgrades to Buy with a $147 target, citing Macau strength & UAE expansion. #Wynn #Stocks #Gaming valuewalk.com/news/wynn-reso…
Small-cap stocks are leading the market, fueled by expected Fed rate cuts in September. Russell 2000 is up 5%+ this month. #Stocks #Fed #SmallCaps valuewalk.com/news/as-rate-c…
Nvidia beat Wall Street in Q2, but data center revenue missed slightly. Investors remain cautious despite strong growth. #Nvidia #AI #Earnings valuewalk.com/news/did-nvidi…
Vanguard study finds 80%+ of income fund investors reinvest dividends instead of taking cash, boosting long-term returns. #Dividends #Investing #Vanguard valuewalk.com/news/take-the-…
Warren Buffett’s favorite market gauge flashes red: The Buffett Indicator sits at 213%, signaling extreme overvaluation. #Stocks #Investing #Buffett valuewalk.com/news/are-stock…
TJX (NYSE:TJX) beat Q2 estimates, raised guidance & earned 13 analyst upgrades. Its tariff-resistant model gives it an edge to gain market share. #StockMarket #Retail #Investing valuewalk.com/news/1-big-rea…
EchoStar surges 75% after $23B AT&T spectrum deal, easing FCC pressure amid Musk’s Starlink rivalry. #Stocks #5G #ElonMusk valuewalk.com/news/why-is-ec…
Consumer confidence slips to 97.4 in Aug as job outlook worsens - more Americans see jobs “hard to get.” Fed in focus. #Economy #Jobs #Markets valuewalk.com/news/consumer-…
Tech stocks dominate July’s most shorted list—Palo Alto, Cloudflare & IBM join the ranks. Hedge funds eye volatility ahead. #Stocks #Tech #ShortSelling valuewalk.com/news/mgm-joins…
Intel gets a 10% stake from the U.S. govt ($8.9B). Analysts call it a mixed bag - funding boost, but big risks ahead. #INTC #ChipsAct #Semiconductors valuewalk.com/news/is-intel-…
Nvidia (NVDA) reports Q2 earnings Wed. Analysts expect $46B revenue & $1 EPS. All eyes on AI chips & China updates. #NVDA #AI #Earnings valuewalk.com/news/up-85-sin…
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