Breaking: We found a politician day trading a cancer treatment
Meet Rep. Maria Salazar (R) from FloridaBack on August 19th, Moderna announced their mRNA vaccine successfully prevented melanoma from returning in a Phase 3 trialThe stock had one of the greenest candles you've ever seen and was up ~176% that day aloneTurns out that same day Rep. Salazar bought & sold $Moderna(MRNA.US) within an 8 hour periodIt's unclear if she profited or not, but it's safe to assume she bought in early, rode the stock up, and took profits on the wayNot too bad for a sitting politician
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New: Bill Gates' fund (Cascade Investment) just filed a new 13D/A on Republic Services $Republic Services(RSG.US)
Back in February, Gate's stake was already at 35.6%, and now the latest filing pushes it to 36.7%, the highest level in 18 yearsBreakdown of his purchase:• Shares bought: 1,599,643• Average price paid: $216.62• Total spent: $346,521,383• New ownership stake: 36.7%For context: Gates has held a stake in $Republic Services(RSG.US) since 2008, making it one of Cascade's longest running concentrated positions outside Berkshire Hathaway - H
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Berkshire Hathaway Sees AI Energy Opportunity After $10 Billion $Alphabet(GOOGL.US) Alphabet Investment - CNBC
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 sees major energy opportunities from expanding AI data centers.➤ Berkshire recently invested an additional $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in 𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁.➤ 𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹 and 𝗪𝗮𝗿𝗿𝗲𝗻 𝗕𝘂𝗳𝗳𝗲𝘁𝘁 authorized the latest investment.➤ Alphabet is now Berkshire's 𝘁𝗵𝗶𝗿𝗱-𝗹𝗮𝗿𝗴𝗲𝘀𝘁 common stock holding.➤ Abel described Google as a 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝗽𝗹𝗮𝘆𝗲𝗿 in AI.➤ Berkshire purchased shares at a 𝟲.𝟱% 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 to Alphabet's stock price.➤ 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗛𝗮𝘁𝗵𝗮𝘄𝗮𝘆 𝗘𝗻𝗲𝗿𝗴𝘆 could benefit from AI electricity demand.➤ Data centers represented approximately 𝟴% of its Iowa load last year.➤ Abel views 𝗲𝗻𝗲𝗿𝗴𝘆 availability as a potential constraint on AI expansion.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Berkshire is gaining exposure to AI through both 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 and energy.➤ The $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 investment signals increased conviction in Alphabet's AI position.➤ Surging data-center power needs could boost 𝗕𝗲𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗛𝗮𝘁𝗵𝗮𝘄𝗮𝘆 𝗘𝗻𝗲𝗿𝗴𝘆 demand.➤ Power availability could become a critical bottleneck for AI infrastructure growth.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹, Chief Executive of Berkshire Hathaway:"We are all seeing and feeling the impact"𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹, Chief Executive of Berkshire Hathaway:"I've sort of always had the strong view that energy would be the constraint"𝗚𝗿𝗲𝗴 𝗔𝗯𝗲𝗹, Chief Executive of Berkshire Hathaway:"We do still see it as a significant opportunity for Berkshire and Berkshire Hathaway Energy." - M
Update: Google $Alphabet(GOOGL.US) is now up 25% since Buffett's Berkshire disclosed a $4B stake
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Breaking: President Trump has disclosed more than 1,000 trades in June totaling up to $263M
Recent purchases include: • Visa, $Visa(V.US), Berkshire Hathaway, $BRK.B, Mastercard, $Mastercard(MA.US), and Cintas, $Cintas(CTAS.US) - N
$Apple(AAPL.US) Apple has been Berkshire Hathaway's largest holding for a long time, even though the conglomerate has trimmed its position in the iPhone maker in recent years (but not during the second quarter). Buffett once said that Apple is probably the best business in the world. That's high praise, and it's entirely warranted. Apple generates consistent earnings and cash flows thanks to its popular devices, especially the iPhone. The iPhone almost functions like a subscription that hundreds of millions of people renew every few years. Apple's customers are highly loyal. Because the iPhone has unique features and ways to interact with other devices within the company's ecosystem -- not to mention the large amount of data that is a pain to transfer to a competitor's platform -- Apple boasts a wide moat from high switching costs.The company still has significant growth opportunities. For instance, Apple has been integrating artificial intelligence (AI) features to improve its devices. This could help increase renewal rates and even bring new people into its ecosystem. Apple has an advantage, as it boasts more than 2.5 billion active devices in circulation, enabling it to distribute AI services very rapidly, including via software updates. With Apple now well positioned to finish the year strongly amongst the Mag 7 companies, I'm holding on to my current shares and perhaps look to add if it does pull back more. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - C
Featured45 Days Late: Why Copying 13F Filings Doesn't Work — and What They're Actually Good For
A 13F is a photo taken 45 days ago, half cropped out, with makeup on. The information dividend lasts about two days — and it's long gone.
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Breaking: Berkshire Hathaway just filed its Q2 2026 13F
Here's everything you need to know about the recent 13FTop 10 positions:• Apple $Apple(AAPL.US) (22.0%)• American Express $American Express(AXP.US) (17.1%)• Coca-Cola $Coca Cola(KO.US) (10.9%)• Alphabet Class A $Alphabet(GOOGL.US) (9.4%)• Bank of America $Bank of America(BAC.US) (9.2%)• Chevron $Chevron(CVX.US) (4.7%)• Occidental Petroleum $Occidental Petroleum(OXY.US) (4.3%)• Chubb $Chubb(CB.US) (3.9%)• Moody's $Moodys(MCO.US) (3.7%)• Alphabet Class C $Alphabet - C(GOOG.US) (3.2%)New positions:• $D.R. Horton(DHI.US) (toehold, $580K)Full exits:• $Constellation Brands(STZ.US) (Constellation Brands)Summary: Berkshire's book grew 13.7% to $299.25B this quarter on price appreciation, not rotation. Abel kept every top 10 name untouched, only move was a token toehold in D.R. Horton and closing out the small Constellation Brands stake entirely - L
I think STI will continue its rally with bank displaying an increasing amount of income coming from wealth management as wealth come into SG from unstable geopolitical landscape. On a technical POV, price did breakout of a 17 year range so I expect price to head up higher, people forget there are ‘dead decades’ in the S&P as well
☕️ [Task Coins Giveaway] Daily Market Talk — Singapore Marks National Day as STI Extends Its StreakSingapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...