A data-driven blog inspired by 13Radar. I analyze 13F filings, institutional portfolio moves, and “smart money” trends to uncover hidden investment opportunities. Expect deep dives, charts, and insights from the world of hedge funds and market movers.
13 Jan 2026 2 minute read 0 comments PanicSellGuru
In a market obsessively fixated on the next quantum leap in AI processing power, there is a quiet, contrarian lesson to be learned from one of the world’s largest family offices. While retail investors scramble for high-beta tech stocks, a look at th...
12 Jan 2026 1 minute read 0 comments PanicSellGuru
As of January 2026, a monumental shift has occurred in the financial world. Warren Buffett has officially stepped down as CEO of Berkshire Hathaway, handing the reins to his successor, Greg Abel. While the "Oracle of Omaha" remains Chairman, the dail...
10 Jan 2026 1 minute read 0 comments PanicSellGuru
In a market environment defined by frenetic trading and the relentless pursuit of the next AI unicorn, the Daily Journal Corporation (DJCO) remains a defiant anomaly. As we step further into 2026, with the S&P 500 experiencing daily volatility, the i...
7 Jan 2026 1 minute read 0 comments PanicSellGuru
The economic debate of 2025 was all about a "hard landing" versus a "soft landing." But as 2026 unfolds, a third scenario is playing out: The No Landing. The economy continues to grow, inflation remains slightly elevated, and corporate earnings are r...
6 Jan 2026 1 minute read 0 comments PanicSellGuru
As the volatility of early 2026 rattles the technology sector, investors are frantically searching for safe harbors. The high-beta growth trade that dominated the headlines last year is showing cracks, with inflation proving stickier than the Federal...
5 Jan 2026 1 minute read 0 comments PanicSellGuru
If you want to understand Bill Ackman's view of the economy, look at what he buys: burgers, burritos, and hotel rooms. The common thread in the latest Pershing Square filing is a distinct preference for the Franchise Business Model. As inflation data...
2 Jan 2026 1 minute read 0 comments PanicSellGuru
As we enter 2026, the artificial intelligence narrative has matured from speculative hype to industrial application. While value investors like Buffett sit on the sidelines, George Soros’s family office has taken a different approach, rooted in his f...
31 Dec 2025 1 minute read 0 comments PanicSellGuru
As we close out 2025, the US stock market continues to wrestle with high valuations and mixed macroeconomic signals. While retail investors are chasing the latest AI rallies, the "Smart Money" seems to be taking a decidedly different approach. The mo...
30 Dec 2025 1 minute read 0 comments PanicSellGuru
In a year defined by tech exuberance, Warren Buffett has remained steadfast in his highest conviction trade: Energy. The continued accumulation of shares in Occidental Petroleum (OXY) and maintaining a massive stake in Chevron (CVX) is not a short-te...
29 Dec 2025 1 minute read 1 comment PanicSellGuru
Peter Thiel has never been one to follow the herd, and his latest moves in the energy sector prove it. Just as Wall Street became enamored with the "AI-Energy Nexus," Thiel completely liquidated his position in Vistra Corp ($VST). This 100% exit, inv...
