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@FundFanatic
"Bellevue Healthcare (BBH) pins survival hopes on Columbia Threadneedles Kosta Kleyman as it prepares to part ways with fund manager Bellevue AM & reverse decline thats seen assets fall from 1bn to 150m in 3yrs. Investors unconvinced & shares dip 1.2%"
X Link @FundFanatic 2025-10-31T07:03Z 4332 followers, XXX engagements
"Hargreaves Lansdown warns UK investors over exposure to crypto currencies saying bitcoin has no intrinsic value despite a regulatory U-turn on the products"
X Link @FundFanatic 2025-10-10T06:11Z 4330 followers, 3456 engagements
"Helge Lund chair of Novo Nordisk & X board members of Wegovy maker to step down following row with shareholder Novo Nordisk Foundation. It wanted extensive reconfiguration after Danish company lost ground to Eli Lilly. Lund quit as BP chair in April"
X Link @FundFanatic 2025-10-22T05:41Z 4330 followers, XXX engagements
"Federal Reserve will halt its bond-selling programme increasing pressure on Bank of England to follow suit says @telegraph. Announcement came as US central bank cut Funds Rate for second time this year reducing cost of borrowing from XXXX% to 4%"
X Link @FundFanatic 2025-10-30T06:14Z 4331 followers, XXX engagements
"Re AI bubble Matthew Tuttle @TuttleCapital says AIs expansion relies on a few dominant players financing each other. The moment investors start demanding cashflow returns instead of capacity announcements some of these flywheels could seize. @thetimes"
X Link @FundFanatic 2025-10-30T06:17Z 4331 followers, XXX engagements
"Blue Whale Growth Fund manager Stephen Yiu has held c10% in Nvidia since June 2021 taking 100m in profits for reinvestment as $4tn chipmaker shares soared from $XX to over $XXX. Its helped produce a XXX% return since 1.7bn funds launch in 2017"
X Link @FundFanatic 2025-11-01T07:37Z 4332 followers, 3515 engagements
"Unexpected effect of hurricane Melissa is delay in Bermuda court hearing on Ocean Wilson (OCN) shareholder Arnholds objection to its merger with Hansa Investment Company (HANA). Case began yesterday & will continue next week due to reduced court time"
X Link @FundFanatic 2025-10-31T15:27Z 4332 followers, XXX engagements
"IITU is $15.5bn Dublin-based iShares S&P XXX IT Sector UCITS ETF. It tracks S&P XXX Capped 35/20 Information Technology Index & charges just XXXX% a year. Its returned XXXXX% in 5yrs. Unlike Blue Whale doesnt have XX% cap on holdings with XX% Nvidia XX% Apple XXXX% Microsoft"
X Link @FundFanatic 2025-11-01T17:03Z 4332 followers, XXX engagements
"Midas @thisismoney tips X family firms including Caledonia Investments (CLDN) the steady 2bn Cayzer shipping dynasty backed global investment trust seemingly permanently stuck on a XX% discount. Goodwin (GDWN) & Associated British Foods (ABF) also picked"
X Link @FundFanatic 2025-11-02T08:24Z 4332 followers, 1265 engagements
"Shares in fake meat business Beyond Meat have soared almost 1300% in under a week as so-called meme stock investors plough into the unloved US plant-based meat business now valued at $2.5bn"
X Link @FundFanatic 2025-10-23T05:44Z 4331 followers, XXX engagements
"@advinvestor DavidStevenson tips X infra funds for cautious yet curious investors wanting nuclear power exposure: Intl Public Partnerships (INPP) backing Sizewell C & Ecofin Global Utilities & Infra (EGL) which holds US nuclear operator Vistra"
X Link @FundFanatic 2025-10-26T08:40Z 4331 followers, 2557 engagements
"Welltower (WELL.N) a $120bn US care home Reit buys Barchester Healthcare UKs largest care home operator for 5.2bn from horse racing tycoons JP McManus & John Magnier & their business partner Dermot Desmond Celtic FCs largest shareholder"
X Link @FundFanatic 2025-10-29T06:56Z 4331 followers, XXX engagements
"Scottish Mortgage chair Chris Samuel joins Oakley Capital Investments (OCI) to take charge of its board. Good to see he already owns shares in the private equity fund and is focused on further narrowing in the wide XX% discount"
X Link @FundFanatic 2025-10-30T06:24Z 4331 followers, XXX engagements
"Legal & General commits 2bn the delivery of 10000 affordable homes by 2030 Nest to invest 40m in fibre broadband & provide 100m to Schroders Capital to invest in UK. These are part of Sterling XX partnership to be launched by chancellor this week"
X Link @FundFanatic 2025-10-20T05:09Z 4331 followers, XXX engagements
"Trumps bailout for Argentina - up to $40bn support for the peso and a promise to buy tens of thousands of tonnes of beef - is unpopular with American voters. Just XX% support it compared to XX% opposed says @YouGov"
X Link @FundFanatic 2025-10-27T19:17Z 4332 followers, XXX engagements
"FCA wants to scrap rules for investors to disclose short positions of over XXX% but to publish aggregate number when short bets exceed 0.2%. Critics say this will make it easier for hedge funds to fix markets & harder for firms to defend themselves"
X Link @FundFanatic 2025-10-29T06:55Z 4332 followers, XXX engagements
"James Carthew @QuotedData likes Manchester and Londons (MNL) overdue move from Global to Tech sector. Hiking dividends to 40pps makes up for lack of share buybacks but wont narrow XX% discount as investors look at total return & MNL in tough peer group"
X Link @FundFanatic 2025-10-30T06:41Z 4332 followers, XXX engagements
"Challenger bank Shawbrook gets off to a good start on its 2bn flotation on London Stock Exchange the largest UK-only IPO of 2025. Trading in the small business lender on Thursday involved conditional dealings with unconditional dealing set for X Nov"
X Link @FundFanatic 2025-10-31T06:45Z 4332 followers, XXX engagements
"A takeover battle erupted in the fat jab market after Danish drug giant Novo Nordisk gatecrashed a takeover deal by US rival Pfizer; Novo offered 6.8bn for American weight-loss drug group Metsera outbidding Pfizer which struck a 5.5bn deal last month"
X Link @FundFanatic 2025-10-31T06:48Z 4332 followers, XXX engagements
"@jeremywarneruk digs into four years of underperformance by Terry Smiths 20bn Fundsmith Equity @FundsmithLLP. No Nvidia & not enough Mag7 plus too much Novo Nordisk & Diageo are part of the problem he says though hes sticking with a holding that could be defensive in a crash"
X Link @FundFanatic 2025-11-02T08:54Z 4332 followers, XXX engagements
"Despite average earnings rising by X% compared with last year the cost of renting was swallowing up XX% of the average wage up from XX% five years ago according to Rightmove"
X Link @FundFanatic 2025-10-27T06:38Z 4332 followers, XXX engagements
"Meta plans to raise $25bn from a bond sale to help pay for soaring artificial intelligence costs even as the Big Tech groups shares fell XX% one of their worst days ever over concerns that its spending is too high @FT"
X Link @FundFanatic 2025-10-31T06:51Z 4332 followers, XXX engagements
"Berkshire Hathaway sold $6.1bn of shares in Q3 taking total disposed in 3yrs to $184bn. Nevertheless stock holdings rose to $283bn as cash reserves climbed to record $382bn. Its not known if BH sold more shares in Apple. Warren Buffett steps down as chief exec in December. @ft"
X Link @FundFanatic 2025-11-02T08:13Z 4332 followers, XXX engagements
"@JasonHollands @EvelynPartners picks Alliance Witan (ALW) Mid Wynd (MWY) & Personal Assets (PNL) investment trusts for young aspiring homeowners. Their diversified portfolios are similar to the old with-profits funds @iancowie @thetimes once used"
X Link @FundFanatic 2025-11-02T09:19Z 4332 followers, XXX engagements