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Tag: Amazon
🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡
Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒
⚾ Steve Cohen's Point72: Inside the $58.5B Alpha Factory, "Hogwarts" for Analysts, and the $3.4B Payday 💰📈
Steve Cohen didn't simply build another hedge fund.
He engineered an institutional investment machine.
Discover how Point72's Academy, 200+ autonomous investment pods, Cubist quantitative platform, and disciplined organizational design transformed it into one of Wall Street's most formidable alpha factories.
🐎 David Tepper’s Appaloosa Portfolio 2026: The 153% Return Playbook
David Tepper’s Appaloosa LP has delivered a staggering 153% return over three years. Here’s a breakdown of his top holdings, bold strategy shifts, and what investors can learn.
Amazon Is ValueAct Holdings’ Top Holding. Should You Buy?
ValueAct didn’t nibble—Amazon is its top holding. Under the hood: AWS growth, retail media margins, and AI making robots, delivery, and dev tools smarter. Not cheap—but quality compounding can justify the tag. Read our Quick Take, risks box, and how to buy dips with a cool head.
🎯 Baillie Gifford: The Smartest Hedge Fund on Earth (And Maybe Beyond?)
Baillie Gifford’s billion-dollar portfolio features giants like MercadoLibre, Amazon, and Nvidia—plus some bold international plays. From fintech to e-commerce, see how this legendary British hedge fund stays ahead of the curve.