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Guru Gems posts on X about $msft, meta, longterm, $meta the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXX% finance XXXX% automotive brands XXXX% cryptocurrencies XXXX%
Social topic influence $msft #299, meta 3.33%, longterm #1143, $meta #320, $cprt #66, stocks 3.33%, $len #9, $amzn #642, $cof #166, guru #984
Top accounts mentioned or mentioned by @tradepalapp @thexcapitalist @thetranscript @fiscalai @investingvisual
Top assets mentioned Microsoft Corp. (MSFT) Metadium (META) Copart, Inc. (CPRT) Lennar Corporation (LEN) Amazon.com, Inc. (AMZN) Capital One Financial Corp. (COF) American Tower Corp (AMT) Alphabet Inc Class A (GOOGL) Interactive Brokers Group, Inc. (IBKR) Zoetis Inc (ZTS) BABB (BAX) Progressive Corp (PGR) Apple, Inc. (AAPL) O'Reilly Automotive Inc (ORLY) QXO, Inc. Common Stock (QXO) Markel, Corp. (MKL) Tesla, Inc. (TSLA) Booking Holdings Inc (BKNG) PayPal Holdings Inc (PYPL) Taiwan Semiconductor (TSM) First Citizens BancShares, Inc. (FCNCA) Mastercard, Inc. (MA) Stryker Corporation (SYK) Osisko Gold Royalties Ltd (OR) IDEXX Laboratories, Inc. (IDXX) Decentral Games (DG) CVS Health Corp (CVS) Cognizant Technology Solutions Corp (CTSH) Gildan Activewear Inc. (GIL) TransDigm Group, Inc. (TDG)
Top posts by engagements in the last XX hours
"John Armitage has an incredible track record beating the index by X% per year over XX years making Egerton one of the best-performing major hedge funds in the world. $MSFT $AMZN $PGR $V $COF Read more in my latest Guru deep-dive π"
X Link @guru_gems 2025-10-12T13:42Z XXX followers, XX engagements
"Peter Keefe & Christopher Tsai = same philosophy: π Few great ideas Hold long term Resist activity. Two Gurus one timeless lesson: π Long-term compounding wins. $AMT $MKL $AMZN $MSFT $ORLY $QXO $TSLA $AAPL $AMZN $MKL $META"
X Link @guru_gems 2025-09-04T14:14Z XXX followers, XXX engagements
"π¨New Guru deep-dive: John Armitage πNew Gem deep-dive: Capital One Financial $COF John Armitagehas an incredible track record beating the index by X% per year over XX years Read more in my latest newsletter π"
X Link @guru_gems 2025-10-13T12:55Z XXX followers, XX engagements
"Copart $CPRT is down XX% over the past X months as recent results showed slower growth. βBuying opportunity for long-term investors I recently wrote about this high-quality company as both Peter Keefe and Christopher Tsai increased their position in recent quarters"
X Link @guru_gems 2025-09-29T14:53Z XXX followers, XXX engagements
"Wedgewood Partners Q3 Client Letter Excellent letter with interesting updates on their core positions $GOOGL $META $MSFT $TSM $PYPL $BKNG + great insights on the current state of AI infrastructure spending Wall Street sees years of near-uninterrupted growth in all things AI. We in turn expect plenty of bumps and potholes along the way"
X Link @guru_gems 2025-10-15T07:37Z XXX followers, XXX engagements
"In short we have no fundamental concerns about Constellation Software or its position size in the portfolio. Akre Capital on their Constellation Software position $CSU"
X Link @guru_gems 2025-10-10T01:27Z XXX followers, XXX engagements
"π XX Timeless Lessons from XX Gurus Lesson 7: Concentration is a feature not a bug Bryan Lawrence runs a portfolio of just XX stocks (#1 $IBKR) Peter Keefe has XX% in his top XX positions (#1 $AMT) Bill Nygren ( $FCNCA) Chuck Akre ( $MA) and others also emphasize holding only the few best ideas. The logic is consistent: if you've identified truly exceptional businesses through rigorous research concentration amplifies returns while broad diversification dilutes them. π"
X Link @guru_gems 2025-09-09T13:03Z XXX followers, XXX engagements
"4 stocks from super investors portfolios that are down more than XX% from their 52w-high $LEN -XX% (Berkshire Oakcliff) $CPRT -XX% (Akre Capital Tsai Capital) $ZTS -XX% (Fundsmith Wedgewood) $CSU -XX% (Akre Capital Giverny) Which one are you buying"
X Link @guru_gems 2025-10-14T13:48Z XXX followers, XXX engagements
"Lennar Corp $LEN is down XX% over the last year Warren Buffetts Berkshire increased their position in Q2 as well as Bryan Lawrences Oakcliff βBuying opportunity for long-term investors I recently wrote about Oakcliff and their Lennar position π"
X Link @guru_gems 2025-10-11T13:53Z XXX followers, XXX engagements
"3 companies from the Guru Gems watchlist that are down more than XX% from their 52-week high π: X. Lennar Corp $LEN (Oakcliff Capital / Berkshire) X. Copart $CPRT (Akre Capital / Wedgewood Partners / Rockbridge Capital / Tsai Capital) X. Zoetis $ZTS (Fundsmith / Wedgewood Partners)"
X Link @guru_gems 2025-09-30T14:06Z XXX followers, XXX engagements
"Terry Smith is a legendary investor with a very simple framework X. Buy good companies X. Dont overpay X. Do nothing Below is a fantastic interview on the Richer Wiser Happier podcast $META $SYK $IDXX $OR $GOOG $GOOGL"
X Link @guru_gems 2025-09-28T04:47Z XXX followers, XXX engagements
"Rich Pzena is the founder and co-CIO of Pzena Investment Management a deep value firm His top X holdings: $CTSH $BAX $DG $C $CVS We are deep-value. We're trying to buy stocks that are generally extremely depressed because something has gone wrong in the business. These companies are under-earning versus their historic norms. We believe that they can fix their problems and that's why we get to buy at a low price"
X Link @guru_gems 2025-09-22T14:28Z XXX followers, XXX engagements
"How to beat the market according to Bryan Lawrence Brilliant lecture on how to use a concentrated value strategy to beat the market. $IBKR $GIL $TDG $GOOG"
X Link @guru_gems 2025-10-08T01:42Z XXX followers, XXX engagements
"Rich Pzena buys companies when they look brokenthen waits for the rebound. Baxter $BAX is one of his latest bets: essential healthcare products but a stock down XX% in X years. Read more in my latest deep-dive π"
X Link @guru_gems 2025-09-27T01:02Z XXX followers, XXX engagements