Tag: Macro

  • The NFL’s Magic Money Machine…

    The Dallas Cowboys rank first in the NFL, and across all sports leagues around the globe, with a value of $9.2 billion, well ahead of the New York Giants ($7.04 billion) and Los Angeles Rams ($6.98 billion).  The guaranteed profits and $120 billion worth of domestic media deals locked in for the next nine years have pushed…

  • Wallace Weitz had a good Q2!

    The Fund’s technology-related stocks were again among the largest quarterly contributors, with Meta Platforms, Inc. (META), CoStar Group, Inc. (CSGP), Alphabet, Inc. (GOOG), and Oracle Corp. (ORCL) leading the way. Back in the “old” economy, rocks-and-gravel producer Vulcan Materials Co. (VMC) saw its stock rise more than 30% during the quarter. The aggregates pricing power…

  • Gundlach on Macro

    Gundlach on Macro