FA Alpha Daily

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September 2, 2022

Europe gives a ‘green’ light for nuclear energy

European countries, especially Germany, have been keeping their distance from nuclear energy for almost three decades. Angela Merkel, former chancellor of Germany, pulled the plug on nuclear power after the effects of the Fukushima Nuclear disaster in 2011.
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August 26, 2022

Let’s see if meme stock investing has worked for Ryan Cohen

The meme stock investing phenomenon has boomed with GameStop (GME) and it still continues, as people on Reddit or other forums are eager to make huge profits in a short period of time.
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August 19, 2022

Buffett shocked investors with a $44 billion loss – Here’s why it’s not real

The “Mark-to-Market” accounting concept made it appear that Berkshire Hathaway (BRK.A) lost $44 billion within a quarter, even though its Q2 results indicate that it made over $9 billion with almost a 40% year-over-year growth. Today’s FA Alpha Daily will investigate the actual profitability and performance of Berkshire Hathaway under the lens of Uniform Accounting.
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August 12, 2022

Does the Inflation Reduction Bill kick off the next wave of solar investment?

As the world tries to go green, the U.S. government has recently committed to this ideal. The U.S. Senate passed a climate, energy, and health care bill that will invest approximately $370 billion over the next decade in clean energy and climate programs.
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August 5, 2022

Let’s see if investing based on political views pays off

Theme investing ETFs, such as principles-based ETFs, which screen out the stocks they find suitable to their principles and political or global long-term views, are getting increasingly popular. Today’s FA Alpha Daily will examine Point Bridge America First ETF (MAGA), which invests in companies that support the Republican party, to see if it unlocks value […]
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July 29, 2022

Flying could be the worst part of your vacation and your portfolio

Poor organization, staffing issues, and underinvestment in airline operations through 2020 and 2021 plague airlines, resulting in disappointing delays and cancellations. Today’s FA Alpha Daily will check into the biggest airline ETF, U.S Global Jets ETF (JETS), to find out how the airline industry has really been performing.
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July 22, 2022

Has this critical sector lost its magic, or is this an opportunity to buy in at a discount?

The rise of digitalization is one of the most important milestones in the last 20 years. Even at the most basic level, the way we spend time, order food or groceries, and watch our favorite series has totally changed.
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July 15, 2022

With the general slowdown for growth funds, let’s check in on one of the best

Richard Driehaus was named on Barron's "All-Century" team of 25 individuals who have been among the most influential people within the investment industry over the past 100 years.
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July 8, 2022

Does Ray Dalio still have what it takes to keep Bridgewater in the #1 spot?

Having been active in the global markets for almost half a century, investment legend Ray Dalio has managed to grow Bridgewater into the world’s largest fund by assets under management. Today’s FA Alpha Daily will investigate if the fund is positioned smartly in the current market environment under the lens of Uniform Accounting.
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July 1, 2022

This rising alternative to traditional sports is finally drawing investors’ attention

With a history of 50 years, Esports has been evolving alongside the countless developments in computers and the internet. The earliest known competition took place at Stanford University in 1972 with a grand prize of the year’s subscription to Rolling Stones magazine.
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June 24, 2022

After a losing a third of its total gains through May, let’s see if this tech fund can recover

When you have conviction, the best way to win big is to bet big. That’s exactly what they taught at Tiger Management.
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June 17, 2022

From football clubs to board rooms, this fund takes on them all

Paul Singer recently made headlines with the vulture capitalist's sale of AC Milan. Today's FA Alpha Daily will circle around the top holdings of Singer's fund, Elliott Capital.
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June 10, 2022

Apple is making moves to envelop another industry

The FinTech space in recent years has soared to new heights as money and technology have intersected to revolutionize traditional processes. After creating media giants, and making other existing processes smoother, software engineers have instead set their sights on creating better and more accessible financial services.
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June 3, 2022

Strive is telling ESG investors to protect profits, not trees

Just as it took decades for Americans to build good recycling habits, it has taken years for money managers to convince the world that ESG and impact investing are essential elements of a good portfolio.
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May 27, 2022

Tiger Global lost more than two-thirds of their total gains…let’s see if further troubles lie ahead

Tiger Global has trailblazed in the venture capital and technology race over the past ten years, but the fund lost over $17 billion with the recent market correction. Today's FA Alpha Daily will examine the fund's current holdings to see if Tiger Global will be able to come out of the wild.
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May 20, 2022

With Cathie Wood’s stock picks losing steam, let’s see if she can get her golden touch back

Cathie Wood has been known for her proclivity for defying what traditional investors consider sound investing. Rather, she has been known for making bold bets, with pronouncements that often sharply contrast with typical sentiments at the time.
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May 13, 2022

Here’s what sets Stephen Curry and Bill Ackman apart

3 seconds left on the clock.
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May 6, 2022

The Baupost Group just had its best year in nearly a decade… Here’s how the fund is set up for 2022

Last year, The Baupost Group has produced its best returns in nearly a decade. Today’s FA Alpha Daily will dissect the fund’s top holdings to see if they can continue this streak.
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April 29, 2022

With the housing shortage on everyone’s minds, let’s see if housing supply or demand will drive the market

In the midst of the pandemic, one purchase defined the world we talked about the past two years. Folks’ homes quickly became their place of work and dining as the pandemic fully took root.
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April 22, 2022

Fidelity’s Magellan Fund had a great run with Peter Lynch in charge… here’s how it looks today

Small fintech startups in recent years have transformed the way we think about investing and trading.
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