@guru_gems Avatar @guru_gems Guru Gems

Guru Gems posts on X about gems, $crox, $moh, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 81% finance 43% technology brands 41% cryptocurrencies 10% countries 3% financial services #2513 fashion brands 1% luxury brands 1% automotive brands 1%

Social topic influence gems #1378, $crox #31, $moh #56, stocks 16%, $goog #226, $googl 12%, $brk #8, $pypl #2105, magic 9%, $csu #46

Top accounts mentioned or mentioned by @fiscalai @kcapitalabhi @philcliftonx @marcelolima @michaeljburry @newcomerinvest @fcompounders

Top assets mentioned Crocs, Inc. (CROX) Molina Healthcare, Inc. (MOH) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) Catalyst Pharmaceutical Inc. (CPRX) Abercrombie & Fitch Co. (ANF) Copart, Inc. (CPRT) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) Brookfield Corporation (BN) Harmony Biosciences Holdings, Inc. (HRMY) Metadium (META) Merit Circle (MC) Mastercard, Inc. (MA) Moody's Corporation (MCO) YELP INC. (YELP) Fair Isaac, Corp. (FICO) S&P Global Inc (SPGI) Lennar Corporation (LEN) Markel, Corp. (MKL) H&R Block, Inc. (HRB) BABB (BAX) Interactive Brokers Group, Inc. (IBKR) Apple, Inc. (AAPL) NVR, Inc. (NVR) Airbnb, Inc. (ABNB) Deere & Company (DE) Gildan Activewear Inc. (GIL) Coconut Chicken (CCC) Heima (HEI) AME Chain (AME) Charles Schwab Corporation (SCHW) Lantheus Holdings, Inc (LNTH) Salesforce Inc (CRM) Now Coin (NOW) Wat (WAT) Home Depot, Inc. (HD) TransDigm Group, Inc. (TDG) Medpace Holdings, Inc. Common Stock (MEDP) American Express Company (AXP) First Citizens BancShares, Inc. (FCNCA) Zoetis Inc (ZTS) Intuit Inc. (INTU) Osisko Gold Royalties Ltd (OR) ResMed Inc. (RMD) O'Reilly Automotive Inc (ORLY) Cheeseball (CB) CDW common stock (CDW) Motorola Solutions Inc (MSI) PoolTogether (POOL) Old Dominion Freight Line Inc (ODFL) KKR & Co, Inc. (KKR)

Top Social Posts

Top posts by engagements in the last [--] hours

"Thomas Russo Q4 portfolio - $BRK & $GOOG remain largest positions - Adding to $UBER More and more super investors increasing their $UBER position 👉 💎 http://gurugems.org/p/week8feb26 http://gurugems.org/p/week8feb26"
X Link 2026-02-13T02:25Z [---] followers, [---] engagements

"Wedgewood Partners Q4 update ✅ bought $AMZN $CB increased $CDW $MSI $ODFL trimmed $GOOGL $AAPL $PYPL ❌ sold $POOL Learn more about Wedgewood Partners in my latest Guru Gems post: 📖 💎 http://gurugems.org/p/investor-letters http://gurugems.org/p/investor-letters"
X Link 2026-01-19T02:42Z [---] followers, [---] engagements

"$CROX up nearly 20% after announcing better than expected sales and EPS Should be a relief for Norbert Lou after what happened with $PYPL Great news also for my Magic Formula Portfolio 👉 👉 💎 http://gurugems.org/p/mf6 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/mf6 http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2026-02-12T14:52Z [---] followers, [---] engagements

"Akre Focus Fund adds $NOW $CRM Many names in the portfolio have seen a massive selloff the past days/weeks/months Our frustration is high but dwarfed by our conviction $MA $BN $CSU $V $KKR $MCO Their conviction is guided by Akre Capitals Three-Legged Stool approach Read more in my deep-dive on Chuck Akre 💎 http://gurugems.org/p/the-akre-way http://gurugems.org/p/the-akre-way"
X Link 2026-02-13T08:19Z [---] followers, [---] engagements

"Subscribe to my free weekly newsletter for deep-dives on investing masters http://gurugems.org http://gurugems.org"
X Link 2026-02-14T01:29Z [---] followers, [--] engagements

"Does Joel Greenblatts Magic Formula still work Thats what Im testing with my Magic Formula Portfolio. $RMNI $JAKK $SIGA $MOH $CPRX $CROX Im adding [--] names later this week. Subscribe for free if you dont want to miss it 👉 http://gurugems.org/p/the-magic-portfolio-round-2 http://gurugems.org/p/the-magic-portfolio-round-2"
X Link 2025-09-25T03:35Z [---] followers, [---] engagements

"Buybacks is what led Norbert Lou to his first multibagger stock in [----] $NVR Now nearly [--] years later buybacks is probably what triggered his interest in PayPal $PYPL and Crocs $CROX Read more in my latest Guru Gems deep-dive 👉 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-10-28T14:48Z [---] followers, [----] engagements

"🚨 New post online The Small-Cap Cycle Why now may be a particularly interesting time for small caps 👉 $SIGA $RMNI $JAKK $CPRX $HRMY http://gurugems.org/p/the-small-cap-cycle http://gurugems.org/p/the-small-cap-cycle"
X Link 2025-11-02T11:45Z [---] followers, [---] engagements

"Brilliant pitch indeed. He first came across $NVR in [----] when he saw a press release about NVR launching a big buyback program. He bought it in [----] and by [----] it was up 500% but he thought it was still undervalued and pitched it to the Value Investors Club after which it went up another 140% within a year Read more in my deep-dive on Norbert Lou👇 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-12-20T19:52Z [---] followers, [---] engagements

"'Endurance' is how Tom Gayner describes the essence of Markel $MKL - $BRK is the very first stock Gayner bought when he joined Markel in [----] - $GOOGL was purchased in [----] - $BN has been in Markel's portfolio for over [--] years Read more on Markel👇 http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became"
X Link 2025-12-23T12:18Z [---] followers, [---] engagements

"Does Joel Greenblatts Magic Formula of buying good companies at bargain prices still work Im putting Greenblatts formula to the test with a real-money portfolio 👆 $SIGA $RMNI $JAKK $MOH $CPRX $CROX $HRMY $ANF $HRB $CCSI $YELP $RIGL $IDT http://gurugems.org/p/magic-portfolio-round-5 http://gurugems.org/p/magic-portfolio-round-5"
X Link 2026-01-03T10:57Z [---] followers, [---] engagements

"Miller Value Partners believe $CROX intrinsic value is materially higher today than the current price $CROX bought back $622M of shares over last [--] quarters (13% of market cap) which is probably also what got Norbert Lou interested in the stock 👉 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2026-01-08T13:23Z [---] followers, [----] engagements

"5 stocks from super investors portfolios that are down more than 30% from their 52w high $MOH -50% (Burry Nygren) $BAX -44% (Pzena Greenhaven) $PYPL -38% (Norbert Lou Wedgewood) $CSU -37% (Akre Capital) $CROX -30% (Lou Patient Capital) Which one are you buying 💎"
X Link 2026-01-11T09:39Z [---] followers, [----] engagements

"Fair Isaac Corporation $FICO is the crown jewel 💎 of Dev Kantesarias portfolio Read more on Kantesarias investment approach and his largest holding $FICO 👉 💎 http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria"
X Link 2026-01-17T15:26Z [---] followers, [---] engagements

"I always look forward to January. Its when many of the investing greats publish their Annual Letter. Here are my three favorite investor letters and a few takeaways from each: 👉 💎 $BRK $AAPL $WAT $META $TSM http://gurugems.org/p/investor-letters http://gurugems.org/p/investor-letters"
X Link 2026-01-18T13:43Z [---] followers, [---] engagements

"The idea of bringing great precision to valuation is a silly exercise Dev Kantesaria on why people shouldnt get worked up about whether a company has a P/E of [--] or [--] $FICO $SPGI $MA $MCO $V Learn more about Kantesarias concentrated approach 👉 http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria"
X Link 2026-02-01T01:18Z [---] followers, [---] engagements

"Dev Kantesarias [--] biggest Gems are down significantly over the past month - $FICO -20% - $SPGI -15% Opportunity to buy high quality compounders 💎 http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria"
X Link 2026-02-04T14:39Z [---] followers, [---] engagements

"Markel Q4 portfolio As expected very little change in the top [--] positions just steady compounding. $GOOG $BRK $BN $AMZN $DE $V $AAPL $GS $HD $ADI 📖 Learn more about Markel and Tom Gayners investment philosophy in my post below 👇 💎 http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became"
X Link 2026-02-07T11:22Z [---] followers, [---] engagements

"New Guru Gems update Lessons from Howard Marks and the big software sell-of $GOOGL $PYPL $CSU 👇 💎 http://gurugems.org/p/week8feb26 http://gurugems.org/p/week8feb26 http://gurugems.org/p/week8feb26 http://gurugems.org/p/week8feb26"
X Link 2026-02-08T09:56Z [---] followers, [---] engagements

"Earlier this week I added $UBER to the Guru Gems portfolio. Q4 earnings confirmed a very strong business performance with significant growth potential. Read more in my latest newsletter 👉 💎 http://gurugems.org/p/week8feb26 http://gurugems.org/p/week8feb26"
X Link 2026-02-11T13:27Z [---] followers, [--] engagements

"3 Guru Gems stocks to watch in [----] 💎 -Molina $MOH (Michael Burry Bill Nygren) -Uber $UBER (Bill Ackman Hinde Group) -Copart $CPRT (Akre Capital Wedgewood Partners Tsai Capital) Read more in my latest newsletter 👉 https://twitter.com/i/web/status/2008019181317587040 http://gurugems.org/p/2026-watchlist https://twitter.com/i/web/status/2008019181317587040 http://gurugems.org/p/2026-watchlist"
X Link 2026-01-05T03:34Z [---] followers, [---] engagements

"Molina Healthcare $MOH is good and cheap. -3yr ROIC 18% -EV/EBIT [---] I added it to my Magic Formula portfolio in August. Michael Burry says its his largest position and Bill Nygren has been buying as well. 👇 http://gurugems.org/p/2026-watchlist http://gurugems.org/p/2026-watchlist"
X Link 2026-01-07T01:18Z [---] followers, [---] engagements

"Norbert Lou first bought $NVR in [----] and it ended up being a 15-bagger within [--] years. Nearly [--] years later the stock still looks attractive: -3yr ROCE 37% -EV/EBIT [----] Read more on Norbert Lous approach 👉 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-12-17T02:29Z [---] followers, [---] engagements

"Greenhaven Associates just released their Q4 positions: -Significantly added to $BAX a favorite of Rich Pzena 👉 -Also added a little to their second largest position $LEN a favorite of Bryan Lawrence 👉 💎 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-pzena-philosophy [--] stocks from super investors portfolios that are down more than 30% from their 52w high $MOH -50% (Burry Nygren) $BAX -44% (Pzena Greenhaven) $PYPL -38% (Norbert Lou Wedgewood) $CSU -37% (Akre Capital) $CROX -30% (Lou Patient Capital) Which one are you buying 💎 https://t.co/Jx89RPlLVp"
X Link 2026-01-12T11:22Z [---] followers, [----] engagements

"Pzena added more Baxter $BAX to their portfolio and it is now their largest position The stock is down 75%() over the past [--] years. Read more on Rich Pzenas investment philosophy in my Guru Gems post 👇 💎 http://gurugems.org/p/the-pzena-philosophy Baxter $BAX is at a 20-year low following Q3 earnings. Pzena Investment Management believes the issues are temporary and that the current pessimism creates an opportunity. Good time to buy Read more on Rich Pzena in my recent deep-dive 👇 https://t.co/9ZzZXbT5mn https://t.co/m2oFV9KtVH http://gurugems.org/p/the-pzena-philosophy Baxter $BAX is at a"
X Link 2026-01-16T13:35Z [---] followers, [----] engagements

"Pzena Q4 Commentary - Momentum stocks outperformed again in [----] - Consistent with historical momentum cycles - Long-term opportunities for value investors $BAX $CVS $HUM $C $COF Learn more about Pzenas investing philosophy in my post below 👇 💎 https://www.gurugems.org/p/the-pzena-philosophy https://www.gurugems.org/p/the-pzena-philosophy"
X Link 2026-01-29T00:38Z [---] followers, [---] engagements

"$FICO -16% YTD $SPGI -13% YTD $MCO -10% YTD FICO S&P Global and Moodys are [--] of the largest positions in Dev Kantesarias portfolio Good opportunity to pick us these high-quality stocks http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria"
X Link 2026-02-10T13:47Z [---] followers, [---] engagements

"$SPGI down another 7% after disappointing Q4 earnings"
X Link 2026-02-10T14:54Z [---] followers, [--] engagements

"RT @KCapitalAbhi: $UBER Mac articulated Ubers strategy really well and systematically provided meaningful counters to all aspects of the"
X Link 2026-02-11T00:13Z [---] followers, [--] engagements

"Bill Ackman portfolio update - New buy: $META - $BN $UBER $GOOG $AMZN remain core positions - Exited positions: $CMG $HLT $NKE 💎"
X Link 2026-02-12T02:32Z [---] followers, [---] engagements

"RT @philcliftonX: This is a must read. One of the most thoughtful pieces on AI Ive come across"
X Link 2026-02-12T04:30Z [---] followers, [--] engagements

"Earnings miss and weak profit guidance for Baxter $BAX stock down 15% Baxter is Pzenas largest position and the only top [--] position increased in Q4 Opportunity or value trap I recently wrote a deep-dive on Rich Pzenas investment approach 👉 💎 http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy"
X Link 2026-02-12T15:31Z [---] followers, [---] engagements

"RT @MarceloLima: Chuck Akre's team just bought $CRM and $NOW in the last couple of days and released a letter noting: "We have spent our"
X Link 2026-02-13T06:32Z [---] followers, [--] engagements

"🪄 Round [--] of building my Magic Formula Portfolio following Joel Greenblatts formula This week I added a small-cap mid-cap & large cap: $OSPN $HALO $CI Im now at [--] stocks close to the 25-stock target Read the full update in my latest post 👇 http://gurugems.org/p/mf6 http://gurugems.org/p/mf6"
X Link 2026-02-04T05:04Z [---] followers, [---] engagements

"💎 New Guru Gems edition Bill Ackman & The Pershing Square Playbook $UBER - A High-Conviction Compounder in Plain Sight 👉 http://gurugems.org/p/bill-ackman-and-the-pershing-square http://gurugems.org/p/bill-ackman-and-the-pershing-square"
X Link 2026-02-15T11:15Z [---] followers, [---] engagements

"I added $LVMH $MC to the Guru Gems portfolio in April when the sentiment around the stock was very bad especially around its China sales At the same time some Gurus were buying and especially CEO Arnault was doing some heavy buying Since then the stock is up 25% 💎 Bernard Arnault $LVMH CEO has purchased more than [---] billion worth of shares and it is the largest insider purchase in the company's history. The upward trend continues https://t.co/gNUE8urxZu Bernard Arnault $LVMH CEO has purchased more than [---] billion worth of shares and it is the largest insider purchase in the company's"
X Link 2025-12-19T15:16Z [---] followers, [---] engagements

"Bryan Lawrence and Oakcliff Capital had a phenomenal year He holds a concentrated portfolio of strong businesses with durable cash flows 💎 $IBKR $GIL $TDG $GOOG $NRP $GWRE $LEN $SGU 🔎 Learn more about the Lawrence Method in my post below 👇 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-12-20T19:41Z [---] followers, [---] engagements

"Does Joel Greenblatts Magic Formula of buying good companies at bargain prices still work Thats what Im testing with my Magic Portfolio - I just added [--] new names Read more below and get my free Joel Greenblatt e-book 👉 $MOH $CROX $ANF $YELP http://gurugems.org/p/magic-portfolio-round-5 http://gurugems.org/p/magic-portfolio-round-5"
X Link 2025-12-21T13:04Z [---] followers, [---] engagements

"Im reading all Giverny Capital Annual Letters going back [--] years for a future deep-dive on Franois Rochon. This one from [----] on having missed the opportunity to buy Amazon is fascinating. $AMZN stock went 7x between [----] and now"
X Link 2025-12-27T21:37Z [---] followers, [---] engagements

"My Guru Gems year-end post is out 👆 $GOOGL $MC $LVMH $CSU $CCC http://gurugems.org/p/2025-year-end-special http://gurugems.org/p/2025-year-end-special"
X Link 2025-12-28T12:26Z [---] followers, [---] engagements

"🎁Refer new subscribers toGuru Gems and win prizes Read more in my year-end post 👇 $GOOGL $MC $CSU $CCC http://gurugems.org/p/2025-year-end-special http://gurugems.org/p/2025-year-end-special http://gurugems.org/p/2025-year-end-special http://gurugems.org/p/2025-year-end-special"
X Link 2025-12-29T10:40Z [---] followers, [---] engagements

"@michaeljburry I recently added $MOH to my Magic Formula portfolio: -Cheap (EV/EBIT 6.1) -Good (3yr ROIC 40% / 3yr ROCE 23%) 👉 http://gurugems.org/p/magic-portfolio-round-5 http://gurugems.org/p/magic-portfolio-round-5"
X Link 2025-12-30T22:44Z [---] followers, [---] engagements

"@NewcomerInvest $CPRT is high on my watchlist: -30% YTD but strong fundamentals and a solid balance sheet $BN is also on my radar"
X Link 2025-12-31T09:56Z [---] followers, [---] engagements

"Happy New Year May Mr Market give you wonderful opportunities in [----] In the short term the stock market reflects the irrationality and unpredictability of human investors. In the long term it reflects adequately the intrinsic value of companies. http://gurugems.org/p/the-intelligent-investor-reloaded http://gurugems.org/p/the-intelligent-investor-reloaded http://gurugems.org/p/the-intelligent-investor-reloaded http://gurugems.org/p/the-intelligent-investor-reloaded"
X Link 2026-01-01T10:57Z [---] followers, [--] engagements

"Valuable investing lessons from the great Franois Rochon $BRK $META $HEI $AME $GOOG $SCHW $V $MEDP https://twitter.com/i/web/status/2006730827435041132 https://twitter.com/i/web/status/2006730827435041132"
X Link 2026-01-01T14:14Z [---] followers, [---] engagements

"Subscribe to my free weekly newsletter for deep-dives on investing masters. http://gurugems.org http://gurugems.org"
X Link 2026-01-02T03:54Z [---] followers, [--] engagements

"Short-term results can be caused by luck as much as by skill $BRK $META $HEI $AME $GOOG $SCHW $V $MEDP Valuable investing lessons from the great Franois Rochon $BRK $META $HEI $AME $GOOG $SCHW $V $MEDP https://t.co/9ugxMjGEaC Valuable investing lessons from the great Franois Rochon $BRK $META $HEI $AME $GOOG $SCHW $V $MEDP https://t.co/9ugxMjGEaC"
X Link 2026-01-02T11:09Z [---] followers, [---] engagements

"Im giving away a one-month subscription to Michael Burrys Substack Winner will be the one who refers most new subscribers to Guru Gems by end of January 💎 👉 $GOOGL $MC $CSU $ABNB $PYPL http://gurugems.org/p/2025-year-end-special Refer new subscribers toGuru Gems and win prizes Read more in my year-end post 👇 https://t.co/P7W3UsRlRC $GOOGL $MC $CSU $CCC https://t.co/2PYtwWL5oR http://gurugems.org/p/2025-year-end-special Refer new subscribers toGuru Gems and win prizes Read more in my year-end post 👇 https://t.co/P7W3UsRlRC $GOOGL $MC $CSU $CCC https://t.co/2PYtwWL5oR"
X Link 2026-01-03T23:46Z [---] followers, [---] engagements

"3 stocks Im watching for my Guru Gems portfolio 💎 👆 $MOH $UBER $CPRT http://gurugems.org/p/2026-watchlist http://gurugems.org/p/2026-watchlist"
X Link 2026-01-04T11:38Z [---] followers, [---] engagements

"@fiscal_ai Good list to further explore $MOH is high on my watchlist -Michael Burrys largest position -Bill Nygren has been buying -Strong Magic Formula metrics (good & cheap) 👉 http://gurugems.org/p/2026-watchlist http://gurugems.org/p/2026-watchlist"
X Link 2026-01-08T14:06Z [---] followers, [---] engagements

"Money arrives after gains leaves during losses Terry Smiths Fundsmith just released their annual letter. Very interesting read. They strongly underperformed vs the index in the past few years. Smith sees index concentration and the continued increase in Index Funds as [--] key drivers for this. Many investors have started withdrawing from the fund. The irony is that most investors piled in after Fundsmiths stellar returns between 2010-2021 with peak inflows between 2019-2021. Many investors are now leaving probably a sign that the fund will start to outperform again 😀 $GOOGL $META $MSFT $IDXX"
X Link 2026-01-09T07:36Z [---] followers, [---] engagements

"$CROX is one of my Magic Formula portfolio stocks. Subscribe to my free weekly newsletter to see the full portfolio http://gurugems.org http://gurugems.org"
X Link 2026-01-10T09:27Z [---] followers, [---] engagements

"But a pin lies in wait for every bubble. And when the two eventually meet a new wave of investors learns some very old lessons: First many in Wall Street a community in which quality control is not prized will sell investors anything they will buy. Second speculation is most dangerous when it looks easiest. From Berkshires [----] letter $AAPL $AXP $BAC $KO $CVX https://twitter.com/i/web/status/2011807823563518305 https://twitter.com/i/web/status/2011807823563518305"
X Link 2026-01-15T14:28Z [---] followers, [--] engagements

"Guy Spiers Q4 [--] portfolio. Massive redemptions building up cash or buying non-US stocks $BRK $AXP $MA $MCO $RACE https://twitter.com/i/web/status/2012116449578696925 https://twitter.com/i/web/status/2012116449578696925"
X Link 2026-01-16T10:55Z [---] followers, [---] engagements

"@F_Compounders Definitely [--] of my favorite as well. 3rd one on my podium would be Bryan Lawrence (Oakcliff). I wrote a deep-dive on all [--] for those interested (free articles): http://gurugems.org http://gurugems.org"
X Link 2026-01-18T22:52Z [---] followers, [--] engagements

"@fiscal_ai Bryan Lawrence will be a happy man with over 20% of his portfolio in $IBKR http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2026-01-21T03:43Z [---] followers, [---] engagements

"✨Peter Lynch is a legend in the investing world 📕 His book One Up On Wall Street is a timeless classic ✍ In my latest newsletter I lay out his framework 🪆 And analyze Labubu doll maker Pop Mart $9992.HK using this framework 👉 https://gurugems.substack.com/p/peter-lynch-buy-what-you-know-but https://gurugems.substack.com/p/peter-lynch-buy-what-you-know-but https://gurugems.substack.com/p/peter-lynch-buy-what-you-know-but https://gurugems.substack.com/p/peter-lynch-buy-what-you-know-but"
X Link 2025-06-22T13:25Z [---] followers, [--] engagements

"✴ Bill Nygren is a legendary investor who manages several funds at Harris Associates 💎 Oakmark Select Fund top [--] holdings (31 Mar 25): $IQV IQVIA Holdings 7% $GOOGL Alphabet 7% $FCNCA First Citizens Bancshares 6% $DE Deere & Co 6% $PSX Phillips [--] 6% $KDP Keurig Dr Pepper 6% $LAD Lithia Motors 6% $SCHW Charles Schwab 6% $PAYC Paycom Software 5% $ABNB Airbnb 5% https://twitter.com/i/web/status/1939685960201154647 https://twitter.com/i/web/status/1939685960201154647"
X Link 2025-06-30T14:02Z [---] followers, [---] engagements

"🚨 New Guru Gems post is out 🪄 Im starting a Magic Formula portfolio 👉 $SIGA $RMNI $JAKK http://gurugems.substack.com/p/the-magic-portfolio http://gurugems.substack.com/p/the-magic-portfolio"
X Link 2025-07-06T16:36Z [---] followers, [---] engagements

"I recently started a Magic Portfolio. Follow me to find out if the Magic Formula still works in [----] $SIGA $RMNI $JAKK http://gurugems.org/p/the-magic-portfolio Does Joel Greenblatts Magic Formula actually work https://t.co/YjWZTUqw2m http://gurugems.org/p/the-magic-portfolio Does Joel Greenblatts Magic Formula actually work https://t.co/YjWZTUqw2m"
X Link 2025-08-02T06:17Z [---] followers, [---] engagements

"💎 Bryan Lawrence manages a very concentrated portfolio of exceptional businesses with the intention to hold them for the long term 🚨 He just released Oakcliff Capitals Q2 positions with only [--] activities: -Added to Gildan Activewear $GIL -Added to Lennar Corp $LEN Lennar Corp $LEN is a position he started in Q1 which I wrote about in my deep-dive on Lawrence 👉 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-08-14T17:07Z [---] followers, [---] engagements

"💎 [--] Timeless Lessons from [--] Gurus Lesson 7: Concentration is a feature not a bug Bryan Lawrence runs a portfolio of just [--] stocks (#1 $IBKR) Peter Keefe has 80% in his top [--] 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. 👉 http://gurugems.org/p/10-timeless-lessons-from-10-gurus https://twitter.com/i/web/status/1965400619424121089"
X Link 2025-09-09T13:03Z [---] followers, [---] engagements

"🪄 Does Joel Greenblatts Magic Formula of buying good companies at bargain prices still work ✨ I just added [--] new names to my Magic Portfolio 👉 $SIGA $RMNI $JAKK $MOH $CPRX $CROX http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3"
X Link 2025-09-28T13:58Z [---] followers, [---] engagements

"3 companies from the Guru Gems watchlist that are down more than 25% from their 52-week high 👀: [--]. Lennar Corp $LEN (Oakcliff Capital / Berkshire) [--]. Copart $CPRT (Akre Capital / Wedgewood Partners / Rockbridge Capital / Tsai Capital) [--]. Zoetis $ZTS (Fundsmith / Wedgewood Partners) http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard https://twitter.com/i/web/status/1973026614025085385 http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard https://twitter.com/i/web/status/1973026614025085385"
X Link 2025-09-30T14:06Z [---] followers, [---] engagements

"🪄 Does Joel Greenblatts Magic Formula still work Thats what Im testing with my Magic Portfolio ✨ $SIGA $RMNI $JAKK $MOH $CPRX $CROX $HRMY $ANF $HRB Subscribe for free to follow me on my journey: 👉 http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3"
X Link 2025-10-08T12:58Z [---] followers, [---] engagements

"Lennar Corp $LEN is down 30% over the last year Warren Buffetts Berkshire increased their position in Q2 as well as Bryan Lawrences Oakcliff ❔Buying opportunity for long-term investors I recently wrote about Oakcliff and their Lennar position 👉 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-10-11T13:53Z [---] followers, [---] engagements

"Interesting chart from Pzena Investment Management on small cap vs large cap relative valuation and & forward returns Some names from Pzenas small cap value strategy: $REZI $SCS $OEC $RHI"
X Link 2025-10-25T05:26Z [---] followers, [---] engagements

"In my recent Guru deep-dive I covered Norbert Lou who runs a very concentrated portfolio Buybacks could very well be what triggered him to start looking at $PYPL (and probably $CROX as well) - its what led to his first multibagger $NVR Read more: 👉 http://gurugems.org/p/norbert-lou-the-punch-card-mindset PayPal continues to aggressively repurchase stock Shares outstanding are down 21% in the last [--] years with the majority of the buyback coming in the last three years alone $PYPL Chart from @fiscal_ai https://t.co/UZvm6eUjG0 http://gurugems.org/p/norbert-lou-the-punch-card-mindset PayPal"
X Link 2025-10-30T13:56Z [---] followers, [---] engagements

"Amrize $AMRZ chairman & CEO Jenisch buys shares worth $5.8 million I briefly wrote about Amrize as a new position in Peter Keefes portfolio 👉 http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard"
X Link 2025-11-03T15:30Z [---] followers, [---] engagements

"Does Joel Greenblatts Magic Formula of buying good companies at bargain prices still work Read my latest post to find out which [--] stocks will be added to my Magic Portfolio 👉 $SIGA $RMNI $JAKK $MOH $CPRX $CROX $HRMY $ANF $HRB http://gurugems.org/p/the-magic-portfolio-round-4 http://gurugems.org/p/the-magic-portfolio-round-4"
X Link 2025-11-09T13:46Z [---] followers, [---] engagements

"Is $YELP dead Not yet it seems Revenue and earnings still growing and its ranking quite high on the Magic Formula screener: -Good: 3yr ROIC 24% -Cheap: EV/EBIT [---] Read more in my latest Magic Portfolio update 👇 👉 http://gurugems.org/p/the-magic-portfolio-round-4 http://gurugems.org/p/the-magic-portfolio-round-4"
X Link 2025-11-13T14:02Z [---] followers, [---] engagements

"1. Buy good companies [--]. Dont overpay [--]. Do nothing Terry Smiths simple investment strategy. -Some changes in the Fundsmith portfolio which were already clear from the monthly updates: -Significant reduction of $MSFT and $META -Increased $ZTS and Intuit $INTU for 3rd quarter in a row -LOreal $OR Unilever $ULVR and LVMH $MC main non-US positions ( $NOVO no longer top 10) https://twitter.com/i/web/status/1989339467556036629 https://twitter.com/i/web/status/1989339467556036629"
X Link 2025-11-14T14:27Z [---] followers, [----] engagements

"Franois Rochon is an investing master who has significantly outperformed the index since inception of his portfolio. During Q3 he added [--] name to the portfolio: ResMed $RMD He first bought $RMD in [----] and sold it ten years later. Now 10+ years later he is buying again"
X Link 2025-11-18T22:05Z [---] followers, [---] engagements

"Great interview with investing Guru Franois Rochon Our biggest mistakes are errors of omission $ORLY $RMD https://youtu.be/kRjB92Zgsdk https://youtu.be/kRjB92Zgsdk"
X Link 2025-11-19T23:35Z [---] followers, [---] engagements

"Bryan Lawrence is killing it this year with a very concentrated portfolio and only [--] of the Mag [--] His top [--] positions are 75% of the portfolio (Q3 weightings) $IBKR (31%) - YTD +41% $GIL (17%) - YTD +20% $TDG (14%) - YTD +7% $GOOG (12%) - YTD +54% http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-11-20T07:57Z [---] followers, [---] engagements

"Christopher Tsai increased many of his top [--] positions in Q3 🏳 $QXO +9% $AMZN +34% $MKL +48% $NVDA +38% 🏳 His most significant increase was $CPRT (+62%) Copart down 35% from its 52-w high in May will report earnings later today 👆 http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis"
X Link 2025-11-20T13:26Z [---] followers, [---] engagements

"Does Joel Greenblatts Magic Formula of buying good companies at bargain prices still work Follow me on my journey as I build a Magic Portfolio of 20-25 stocks. I just added #10 #11 and #12 $CCSI $LNTH $YELP 👇 http://gurugems.org/p/the-magic-portfolio-round-4 http://gurugems.org/p/the-magic-portfolio-round-4"
X Link 2025-11-21T12:40Z [---] followers, [---] engagements

"OReilly Automotive $ORLY has consistently bought back shares while increasing net income creating a spectacular increase in Earnings Per Share Investing legend Franois Rochon recently called $ORLY his worst mistake: owning a great company that you sold too soon"
X Link 2025-12-02T01:54Z [---] followers, [---] engagements

"Looks like Terry Smith further trimmed his Alphabet $GOOGL position in November. The stock was up more than 10% in Nov but it no longer is a top [--] position $IDXX $WAT $SYK $OR $MAR http://gurugems.org/p/portfolio-update-on-bubble-fears http://gurugems.org/p/portfolio-update-on-bubble-fears"
X Link 2025-12-05T02:56Z [---] followers, [---] engagements

"💎 New Guru Gems edition The Gayner Guidance: How Markel Became a 250-bagger $MKL On Patience & the Power of Playing the Long Game 👉 http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became"
X Link 2025-12-07T09:47Z [---] followers, [---] engagements

"Not a single change in the top [--] of Markels Q3 portfolio They buy high quality companies and let them compound for years sometimes decades Read more on Markel $MKL and Tom Gayner in my latest Guru Gems deep-dive 👇 👉 $BRK $GOOG $BN $AMZN $DE $HD $V http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became"
X Link 2025-12-07T11:21Z [---] followers, [---] engagements

"H&R Block $HRB provides tax preparation services in the US Canada and Australia. The stock is down 20% YTD and I recently added it to the Magic Formula portfolio. 👇 👉 $CROX $HRMY $ANF $CCSI $LNTH $YELP http://gurugems.org/p/the-magic-portfolio-round-4 http://gurugems.org/p/the-magic-portfolio-round-4"
X Link 2025-12-08T13:24Z [---] followers, [---] engagements

"💎 Markels $12B investment portfolio has compounded at 12.8% over the last five years with very low turnover 📄 In my latest article I cover Tom Gayners investing philosophy and how Markel $MKL became a 250-bagger💰 👆 $BRK $GOOG $BN $AMZN http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became"
X Link 2025-12-10T12:06Z [---] followers, [---] engagements

"3 new names will be added to my Magic Formula portfolio $SIGA $RMNI $JAKK $MOH $CPRX $CROX $HRMY $ANF $HRB $CCSI $LNTH $YELP $ANF best performer so far (+42%) $JAKK worst performer (-20%) Subscribe for free if you dont want to miss this weeks update http://gurugems.org http://gurugems.org"
X Link 2025-12-19T15:05Z [---] followers, [---] engagements

"Copart $CPRT is down nearly 40%() from its 52w high Many big investors have added to this compounder (Akre / Wedgewood / Rockbridge / Tsai Capital) Read more on why Peter Keefe believes $CPRT is an inherently superior business 👉 http://gurugems.org/p/the-keefe-standard #CompounderFriday: Copart $CPRT A $37B company that built a global monopoly in vehicle salvage and auctions and compounded at 25%+ for [--] years. This is not an auto business but a logistics + land + data business. http://gurugems.org/p/the-keefe-standard #CompounderFriday: Copart $CPRT A $37B company that built a global"
X Link 2025-12-19T21:13Z [---] followers, [---] engagements

"I recently added $CSU to the Guru Gems portfolio and $CPRT is high on the watchlist. Both companies are in portfolios of a few long-term investing masters [--] Defensive Stocks for [----] In what could be a volatile [----] here are my picks for defensive stocks with strong upside potential. [--]. $PEP - PepsiCo 1y stock performance: -6.2% Despite a relatively flat [----] PepsiCo remains one of the strongest defensive companies in the https://t.co/7hkprMDdF4 [--] Defensive Stocks for [----] In what could be a volatile [----] here are my picks for defensive stocks with strong upside potential. [--]. $PEP - PepsiCo"
X Link 2025-12-27T14:58Z [---] followers, [---] engagements

"One of the portfolios I am building is based on Joel Greenblatts bestseller The Little Book That Beats The Market Get a free e-book on Joel Greenblatt when you subscribe and get full access to the portfolio 👉 $MOH $CROX $CPRX $HRMY $ANF http://gurugems.org http://gurugems.org"
X Link 2025-12-29T21:14Z [---] followers, [---] engagements

"The central idea in Joel Greenblatts Magic Formula is to rank stocks based on two key metrics [--]. Return on Capital (quality) [--]. Earnings Yield (value) I started building a portfolio last July adding [--] names every [--] weeks Read more 👉 $MOH $CROX $ANF http://gurugems.org/p/magic-portfolio-round-5 http://gurugems.org/p/magic-portfolio-round-5"
X Link 2026-01-07T13:13Z [---] followers, [---] engagements

"Dev Kantesaria is one of the most disciplined quality investors Small portfolio extreme patience and massive compounding This weeks Guru Gems dives into his playbook and his #1 holding: FICO Read more 👉 $FICO $SPGI $MA $MCO $V $INTU $ASML 💎 http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria"
X Link 2026-01-13T08:09Z [---] followers, [---] engagements

"Dev Kantesaria & His Valley Forge Playbook Read more in my free post: 💎 $FICO $SPGI $MA $MCO $V http://gurugems.org/p/kantesaria http://gurugems.org/p/kantesaria"
X Link 2026-01-14T00:03Z [---] followers, [---] engagements

"Franois Rochons letters are a good reminder that great investing is simple but not easy In my latest post I share why they remain among my favorites 👉 $BRK $META $HEI $AME $GOOG 💎 http://gurugems.org/p/investor-letters http://gurugems.org/p/investor-letters"
X Link 2026-01-22T08:42Z [---] followers, [---] engagements

"Another strong quarter for Interactive Brokers $IBKR Bryan Lawrence will be a happy man Hes held $IBKR since [----] and it is now his largest position (20%) 💎 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2026-01-22T23:57Z [---] followers, [---] engagements

"Guru Gems Monthly Portfolio Update - The Good: Alphabet $GOOGL - The Feared: Constellation Software $CSU - The Unloved: PayPal $PYPL + Adding a new Gem to the portfolio $CPRT Read full post here: 💎 http://gurugems.org/p/jan25-update https://twitter.com/i/web/status/2015396929732002228 http://gurugems.org/p/jan25-update http://gurugems.org/p/jan25-update https://twitter.com/i/web/status/2015396929732002228 http://gurugems.org/p/jan25-update"
X Link 2026-01-25T12:10Z [---] followers, [---] engagements

"LVMH $LVMH $MC earnings came in above expectations - Q4 organic revenue growth of 1% in Q4 confirming improved trend in H2 - Recovery in China continues with a return to growth in H2 💎"
X Link 2026-01-27T22:45Z [---] followers, [---] engagements

"Pzena Fourth Quarter [----] Commentary https://www.pzena.com/americas/institutional-investors/insights/finding-value-in-a-momentum-driven-market-4q-2025/ https://www.pzena.com/americas/institutional-investors/insights/finding-value-in-a-momentum-driven-market-4q-2025/"
X Link 2026-01-29T00:38Z [---] followers, [--] engagements

"PayPal $PYPL currently down 16% in pre-market trading following Q4 earnings below estimate and a CEO change Bad news for the Guru Gems portfolio and probably very bad news for Norbert Lou 💎 http://gurugems.org/p/norbert-lou-the-punch-card-mindset NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss http://gurugems.org/p/norbert-lou-the-punch-card-mindset NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective"
X Link 2026-02-03T13:03Z [---] followers, [---] engagements

"Subscribe to my free weekly newsletter for deep-dives on investing masters http://gurugems.org http://gurugems.org"
X Link 2026-02-05T00:17Z [---] followers, [--] engagements

"Google Search is dead well not really it seems: 17% growth Very strong growth in other businesses as well 48%() for Google Cloud $GOOGL $GOOG is still the ultimate Guru Gem and is now up 111% since I added it to the portfolio last April 💎 https://www.gurugems.org/p/is-alphabet-the-ultimate-guru-gem https://www.gurugems.org/p/is-alphabet-the-ultimate-guru-gem https://www.gurugems.org/p/is-alphabet-the-ultimate-guru-gem https://www.gurugems.org/p/is-alphabet-the-ultimate-guru-gem"
X Link 2026-02-05T05:43Z [---] followers, [---] engagements

"I study investing masters and write about what I learn. I am also building out [--] portfolios to put my learnings into practice: [--] Guru Gems portfolio Can I build a portfolio that outperforms over the long term by cloning the best long-term investing masters Portfolio of 8-12 stocks with a long-term focus $GOOGL $MC $ABNB [--] Magic Formula portfolio Does Joel Greenblatts Magic Formula of buying good companies at bargain prices still work Portfolio of 20-30 stocks updated every year $SIGA $RMNI $MOH $CROX Follow me on my journey 👉 http://gurugems.org http://gurugems.org"
X Link 2025-08-23T08:23Z [---] followers, [---] engagements

"Gurus Q2 Portfolios: My [--] takeaways [--] Minimal changes in superinvestors largest positions $ABNB $CCCS $LEN [--] Alphabet is still the ultimate Guru Gem (though Meta is a strong contender) $GOOGL $GOOG $META Check my latest newsletter for more 👉 http://gurugems.org/p/gurus-q2-portfolios-my-2-takeaways http://gurugems.org/p/gurus-q2-portfolios-my-2-takeaways"
X Link 2025-08-24T14:09Z [---] followers, [---] engagements

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