Jeremy Grantham – Top 10 Holdings – Latest 13F

Johnny HopkinsJeremy Grantham2 Comments

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

GMO: Investors Should Consider Shorting Junk Stocks

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In their latest Q1 2023 Letter, GMO explained why investors should consider shorting junk stocks. Here’s an excerpt from the letter: Junk stocks not only underperform, but they do so with higher volatility and particularly struggle when times get tough. Hence, Junk companies are interesting candidates for shorting in general … Read More