13F Roundup: National Oilwell Varco and eBay Attract Interest – ValueWalk Premium

13F Roundup: National Oilwell Varco and eBay Attract Interest

While it’s easy to read too much into 13Fs, the time delay and the single snapshot after a quarter of activity make them hard to interpret, they’re still one of the few tools we have to gauge the changing interest that investment funds have in the markets, and looking for big shifts can point to attractive investments (aggregate data via Bloomberg, Edgar, Dataroma).

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