The Smart Money Just Made Some Big Moves.

About this Video

• Video Title: The Smart Money Just Made Some Big Moves.
• Channel: New Money
• Speakers: The speaker's name is not mentioned in the transcript.
• Duration: 13:13

Introduction

This video analyzes recent 13F filings from prominent investors like Warren Buffett, Li Lu, Bill Ackman, and Seth Klarman, highlighting their significant investment moves and the reasoning behind them. The purpose is to inform viewers about these key investment decisions and offer insights into market trends.

Key Takeaways

• Warren Buffett's continued Apple sell-off: Buffett further reduced Berkshire Hathaway's Apple holdings, potentially due to valuation concerns or headwinds related to tariffs. Berkshire also made new investments in UnitedHealth, and adjusted positions in Bank of America, Chevron, and Dvita Healthcare.
• Li Lu's significant investment in Pinduoduo: Li Lu's Himalaya Capital made a substantial investment in Pinduoduo, a Chinese e-commerce company utilizing a group-buying model, showcasing his belief in its long-term growth potential despite recent short-term profit declines.
• Bill Ackman's Amazon investment: Pershing Square Capital Management invested heavily in Amazon, viewing it as a "fantastic franchise" at an attractive price, even amidst short-term market fears. Amazon's strong performance since then supports their confidence.
• Seth Klarman's increased Google stake: Baupost Group significantly increased its Google stake, reflecting a bullish outlook on Google's profitability and long-term competitive advantages, despite emerging concerns about the impact of generative AI. This contrasts with other investors recently selling Google stock.