Money managers disclose new and closed positions in 13F filings. (0:15) More soft inflation, but retail sales show strength. (2:12) Target shares soar as margins improve. (4:26)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Michael Burry closes out broad market shorts, bets against semis
Warren Buffett's Berkshire Hathaway exits GM, Activision bets in Q3
Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy, exits Apple, Shopify

Broadcast on:

15 Nov 2023