One Family's Blog

Blog URL:http://www.onefamilysblog.com
Blog Tags:travel, piano, philately, kids, hobbies, investments, books, stocks, review
Country:United States
State/Province:California

A family seeking financial independence as quickly as possible and smelling roses on the way.



Latest Blog Posts



Jeff Smith’s 13F portfolio value decreased from $3.96B to $3.90B this quarter.  Symantec Corporation was added and RPM International doubled during the quarter.  The largest three individual stock... [[ This is a content summary only. Visit my w...

John Armitage’s 13F portfolio value increased from $13.08B to $13.48B this quarter.  Egerton Capital added Charter Communications while dropping Electronic Arts and Facebook.   Twenty First Century... [[ This is a content summary only. Visit my...

Philippe Laffont’s 13F portfolio value decreased from $11.90B to $9.54B this quarter.  Coatue Management added Qualcomm while dropping JD.com and increasing ServiceNow and Apple.  The largest three... [[ This is a content summary only. Visit my...

Robert & Jeffrey Bruce’s 13F portfolio value increased from $502M to $516M this quarter.  Bruce Fund increased Allergan plc (AGN) while reducing Insteel Industries (IIIN) during the quarter.  The... [[ This is a content summary only. Visit m...

Mick McGuire’s 13F portfolio value increased from $670M to $924M this quarter.  Marcato Capital Management added Esterline Technologies (ESL) while increasing IAC Interactive (IAC) and Univar (UNVR).... [[ This is a content summary only. Visit my...

Jeremey Grantham’s 13F portfolio value increased from $14.08B to $14.76B this quarter.  GMO Capital increased Fiat Chrysler while decreasing UnitedHealth Group and Johnson & Johnson.  The largest... [[ This is a content summary only. Visit m...

Jim Chanos’ 13F portfolio value increased from $160M to $191M this quarter.  Kynikos dropped Toyota Motor (TM) and iShares Russell 2000 Index (IWM) during the quarter.  Jim Chanos’ 13F portfolio... [[ This is a content summary only. Visit m...