Recopilación de cartas de inversores y entrevistas de los inversores más relevantes del mundo.
| Investment Firm | Return | Date Posted | Companies |
|---|
| Howard Marks Memo – Easy Money | | January 12 | |
| JPM Guide to the Markets | | January 12 | |
| Right Tail Capital | 29% | January 12 | |
| Tsai Capital | 55% | January 12 | AMZN, GOOG, AAPL, TSLA |
| Claret AM | 23.8% | January 13 | |
| Wedgewood Partners | 29.2% | January 13 | MSFT, AAPL, NVDA, META, TSMC |
| Puneet Gandhi | 52% | January 16 | |
| Bill Gross – Fundamentally Speaking | | January 16 | |
| Fundsmith | 16.8% | January 16 | META, NVDA |
| Headwaters Capital | 33% | January 16 | FICO, INSP, IPAR |
| Pernas Research | 55.4% | January 16 | |
| Upslope Capital | 12.4% | January 16 | NVT, EMG.LN, CHG.LN, NWC.TO, INTC |
| Palm Valley | 9.5% | January 17 | |
| Sohra Peak Partners | 82% | January 17 | |
| White Falcon | 36% | January 18 | |
| Warden Capital | 50% | January 19 | VNO, PLD, NXRT |
| Ace River Capital | -28.6% | January 22 | |
| Atai Capital | 20% | January 22 | ALOT |
| Bleeker Street Research – Lux Urban Hotels | | January 22 | LUXH |
| Boyar Research | | January 22 | |
| First Eagle | | January 22 | |
| JCap Research – Hut 8 Corp | | January 22 | HUT |
| Plural Partners | -6.4% | January 22 | KD, XPEL |
| Vision Capital | 69.9% | January 22 | LULU |
| Cedar Creek Partners | 20.3% | January 24 | PROM, HRBR, PCHM, SODI, PDRX,CZBS, SKAS, UBAB |
| Ensemble Capital | 23.1% | January 24 | BKNG, NVDA, NKE, NFLX |
| Green Light Capital | 22.1% | January 24 | THC, ALIT, VTRS |
| Miller Value | 9.9% | January 24 | WAL |
| O’Keefe Stevens | | January 25 | EAF, ICLTF, LL |
| Patient Capital | 37.5% | January 25 | FTCH, BABA, AMZN |
| Pzena | | January 25 | |
| Maran Capital | 24.4% | January 25 | CLAR, VTY, CTT |
| Rowan Street | 102.6% | January 25 | ADYEY |
| Alluvial Capital | 15.1% | January 29 | NLOP |
| Curreen Capital | 15.5% | January 29 | |
| Goldman Sachs – Global Views | | January 29 | |
| Legacy Ridge Capital | 28.4% | January 29 | ENGH, ETRN, VST, SO |
| White Brook Capital | 8.38% | January 29 | |
| Bireme Capital | 21.3% | February 2 | NFLX, AAPL, RICK |
| Greystone | 7.3% | February 2 | SENEA, THRY, SYZLF, LMB, BELFB, CURN, APG |
| Hindenburg Research – LifeStance | | February 2 | LFST |
| RF Capital | 57% | February 2 | |
| Givery Capital AM | 29% | February 5 | |
| Greenwood Investors | | February 5 | |
| Greenhaven Road Capital | 51% | February 5 | PAR, KKR, CLBT, APG, BUR, IWG |
| Hirschman Capital | 42.6% | February 5 | |
| Immersion Investments | 34.6% | February 5 | EDR, GFF, PBPB |
| Safkeht Capital – Adtalem Global Education | | February 5 | |
