13F Filings

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 15 February 2023

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jeffrey Smith's Starboard Value adds Salesforce (CRM), Vertiv (VRT), exits Huntsman (HUN), ACIW (ACIW). Berkshire Hathaway (BRK.A) (BRK.B) adds to Apple (AAPL) stake, pares US Bancorp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It?

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Show links:

Avaya files for bankruptcy, draws $780M in new financing

Grove Collaborative announces Walmart, Amazon launch (update)

Investing Experts: Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities)

JEPI JPMorgan Equity Premium Income ETF: https://seekingalpha.com/symbol/JEPI

Transcript

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0:00.0	Welcome to Seeking Alpha's Wall Street breakfast, where we cover the top news for investors every morning.
0:07.0	Good morning. Today is Wednesday, February 15th, and I'm your host Julie Morgan. Our top stories.
0:13.0	13 F filings, Starboard Value 3G Capital and Berkshire Hathaway,
0:20.0	ads and exits, and yes, Warren Buffett continues to be a fan of ticker symbol AAPL.
0:26.0	The travel industry is not what it was three years ago.
0:30.0	Travel demand remains robust so say reports from both Marriott and Air B&B on Tuesday.
0:36.3	Both beat on top and bottom lines.
0:39.2	And today is stock of the week Wednesday. We're hearing from Scott Kaufman with high dividend
0:44.5	opportunities in the Seeking Alpha Marketplace. Today's topic, the JP Morgan
0:49.7	Equity Premium Income E. T. F. Overwhelmingly, our answer has been to avoid it.
0:56.8	We begin with 13F filings.
0:59.5	The latest 13F filing for 3G capital showed that it started new positions in
1:04.4	NVIDIA at 130,000 shares, Axelus Technologies at 125,000 shares,
1:10.8	and Snowflake at 25,000 shares during Q4.
1:14.6	The investment firm exited Microsoft, JD.com, and Taiwan semiconductor manufacturing in the
1:20.8	quarter.
1:21.8	3G Capital boosted its stake in Lamb research
1:24.7	to 30,000 shares from 15,000 earlier.
1:27.8	Bill.com to 200,000 from 115,000
1:31.7	and Amazon.com to 40,000 from 25,000.
1:35.6	It reduced its position on alphabet to 40,000 shares from 50,000.
1:41.7	Warren Buffett's Berkshire Hathaway lightened its holdings in some of its traditional
	...

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