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# ![@guru_gems Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1803671180311928832.png) @guru_gems Guru Gems

Guru Gems posts on X about $ibkr, $abnb, ibkr, goog the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1803671180311928832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1803671180311928832/c:line/m:interactions.svg)

- X Week XXXXX +741%
- X Month XXXXX +471%

### Mentions: XX [#](/creator/twitter::1803671180311928832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1803671180311928832/c:line/m:posts_active.svg)

- X Week XX +138%
- X Month XX +136%

### Followers: XX [#](/creator/twitter::1803671180311928832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1803671180311928832/c:line/m:followers.svg)

- X Week XX +7%
- X Month XX +77%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1803671180311928832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1803671180311928832/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1803671180311928832/influence)
---

**Social category influence**
[stocks](/list/stocks)  XX% [technology brands](/list/technology-brands)  XX% [finance](/list/finance)  XX% [cryptocurrencies](/list/cryptocurrencies)  X% [fashion brands](/list/fashion-brands)  X% [musicians](/list/musicians)  X%

**Social topic influence**
[$ibkr](/topic/$ibkr) 20%, [$abnb](/topic/$abnb) 20%, [ibkr](/topic/ibkr) 16%, [goog](/topic/goog) 16%, [$goog](/topic/$goog) 16%, [investment](/topic/investment) 16%, [$googl](/topic/$googl) 16%, [googl](/topic/googl) 12%, [$zts](/topic/$zts) 8%, [longterm](/topic/longterm) X%

**Top accounts mentioned or mentioned by**
[@fiscalai](/creator/undefined)

**Top assets mentioned**
[Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Airbnb Inc (ABNB)](/topic/$abnb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Zoetis Inc (ZTS)](/topic/$zts) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Mastercard, Inc. (MA)](/topic/$ma) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Gildan Activewear Inc. (GIL)](/topic/$gil) [Paycom Software Inc (PAYC)](/topic/$payc) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Keurig Dr Pepper Inc (KDP)](/topic/$kdp) [Phillips XX (PSX)](/topic/$psx) [Deere & Company (DE)](/topic/$de) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Beldex (BDX)](/topic/$bdx) [Nike Inc (NKE)](/topic/$nke) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Merit Circle (MC)](/topic/$mc) [Neural Protocol (NRP)](/topic/$nrp)
### Top Social Posts [#](/creator/twitter::1803671180311928832/posts)
---
Top posts by engagements in the last XX hours

"Wedgewood Partners Q2 Client Letter Interesting deep-dive on a new position: Zoetis $ZTS global leader in animal healthcare We believe that over the long term reality tends to win; high-quality businesses earn the valuations they deserve at some point and will outperform the broad market. We believe we have been given the opportunity to do this with Zoetis now"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945478887900594660) 2025-07-16 13:41:26 UTC XX followers, XXX engagements


"In my recent newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1947018024608776673) 2025-07-20 19:37:25 UTC XX followers, XX engagements


"While Airbnb $ABNB may look expensive based on its P/E ratio Bill Nygren believes that this is because of GAAP accounting and that the company is actually undervalued"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1946652594216005767) 2025-07-19 19:25:20 UTC XX followers, XXX engagements


"I recently wrote a deep-dive on Chuck Akres investment philosophy and why $CCCS made it in the portfolio Follow me for more insights on long-term investing masters or subscribe to my newsletter for weekly deep-dives πŸ™"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946474111488006) 2025-07-17 20:39:28 UTC XX followers, XX engagements


"✴ Bill Nygren is a legendary investor who manages several funds at Harris Associates πŸ’Ž Oakmark Select Fund top XX holdings (31 Mar 25): $IQV IQVIA Holdings X% $GOOGL Alphabet X% $FCNCA First Citizens Bancshares X% $DE Deere & Co X% $PSX Phillips XX X% $KDP Keurig Dr Pepper X% $LAD Lithia Motors X% $SCHW Charles Schwab X% $PAYC Paycom Software X% $ABNB Airbnb 5%"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1939685960201154647) 2025-06-30 14:02:25 UTC XX followers, XXX engagements


"Interactive Brokers $IBKR is the largest position (22%) in superinvestor Bryan Lawrences concentrated quality portfolio"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1947018021576307116) 2025-07-20 19:37:24 UTC XX followers, XX engagements


"1/ Constellation Software $CSU (13%) Constellation acquires manages and builds vertical market software (VMS) businesses that generally provide mission critical software solutions in particular markets. Its a business that has generated significant cash flows and revenue growth during the past years"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946442344132865) 2025-07-17 20:39:20 UTC XX followers, XX engagements


"✨Chuck Akre is a legendary investor known for his three-legged stool framework πŸ”„ While he retired in 2020 the investment approach of the Akre Focus Fund remains the same. They just released their top XX holdings as of XX Jun 25"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946433309573354) 2025-07-17 20:39:18 UTC XX followers, XX engagements


"Oakmark Global Select Fund Q2 Commentary Interesting new position: Becton Dickinson and Company (BD) $BDX a global medical technology company Short-term concerns have provided us with the opportunity to purchase shares in what we view as a high-quality business with improving margins and an attractive long-term growth outlook at a significant discount to historical valuation levels"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1947243530952347832) 2025-07-21 10:33:30 UTC XX followers, XXX engagements


"Bill Nygren further increased Oakmarks position in Airbnb $ABNB and also added Nike $NKE and Amazon $AMZN"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1943024325784682994) 2025-07-09 19:07:53 UTC XX followers, XXX engagements


"Here is the list of top XX positions. They also have smaller positions in LVMH $MC CCC Intelligent Solutions $CCCS and Airbnb $ABNB X companies I also have in my Guru Gems portfolio"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946470336598219) 2025-07-17 20:39:27 UTC XX followers, XXX engagements


"Oakmark Select Fund Q2 Commentary Super investor Bill Nygren writes about the funds top performer Alphabet $GOOGL $GOOG and how they further increased the Airbnb $ABNB position We believe the potential payoff from these AI investments across each of Alphabets business units remains underappreciated"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1946312375096791241) 2025-07-18 20:53:25 UTC XX followers, XXX engagements


"@fiscal_ai Interactive Brokers $IBKR is the largest position in Bryan Lawrences portfolio (22%). Lawrence is the founder of Oakcliff Capital and his concentrated quality approach has outperformed the market since inception of his fund"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945948169633726930) 2025-07-17 20:46:12 UTC XX followers, XXX engagements


"Terry Smith (Fundsmith) and David Rolfe (Wedgewood Partners) two long-term investors looking for quality at reasonable prices both started positions in Zoetis during the first half of 2025 $ZTS"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945593596805001627) 2025-07-16 21:17:15 UTC XX followers, XXX engagements


"Since everyone is talking about Astronomer after the recent Coldplay concert what does this company actually do Astronomer is a private data infrastructure company - recently valued at $740M - that provides tools to help organisations manage and streamline complex data workflows. Its core offering is similar to Google Cloud Composer a managed service for Apache Airflow on Google Cloud $GOOGL $GOOG"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1946474092237930954) 2025-07-19 07:36:01 UTC XX followers, XXX engagements


"3/ Visa $V (9%) Visa is the other company in the payment network duopoly and is the larger of the two. Visa has superior operating margins compared to Mastercard reflecting its better cost discipline and scale advantage"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946460710658133) 2025-07-17 20:39:24 UTC XX followers, XX engagements


"Bryan Lawrence has outperformed the market by a wide margin since inception of his fund. His top X positions make up over XX% of the Oakcliff Capital portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet 10%"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945828407465345335) 2025-07-17 12:50:18 UTC XX followers, XXX engagements


"2/ Mastercard $MA (12%) Mastercard needs no introduction. It is one of X companies dominating the processing of payment transactions and related products and services. Mastercard has continued to increase its revenues and operating margins over the past quarters"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946452020048019) 2025-07-17 20:39:22 UTC XX followers, XX engagements


"✴ Bryan Lawrences vision with Oakcliff Capital is to build a concentrated portfolio of exceptional businesses and hold them for the long term. πŸ’Ž His top X positions make up XX% of the portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet XX% $NRP Natural Resource Partners 8%"  
![@guru_gems Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1803671180311928832.png) [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1944832050021732489) 2025-07-14 18:51:08 UTC XX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@guru_gems Avatar @guru_gems Guru Gems

Guru Gems posts on X about $ibkr, $abnb, ibkr, goog the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +741%
  • X Month XXXXX +471%

Mentions: XX #

Mentions Line Chart

  • X Week XX +138%
  • X Month XX +136%

Followers: XX #

Followers Line Chart

  • X Week XX +7%
  • X Month XX +77%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XX% technology brands XX% finance XX% cryptocurrencies X% fashion brands X% musicians X%

Social topic influence $ibkr 20%, $abnb 20%, ibkr 16%, goog 16%, $goog 16%, investment 16%, $googl 16%, googl 12%, $zts 8%, longterm X%

Top accounts mentioned or mentioned by @fiscalai

Top assets mentioned Interactive Brokers Group, Inc. (IBKR) Airbnb Inc (ABNB) Alphabet Inc Class A (GOOGL) Zoetis Inc (ZTS) CCC Intelligent Solutions Holdings Inc. (CCCS) Mastercard, Inc. (MA) TransDigm Group, Inc. (TDG) Gildan Activewear Inc. (GIL) Paycom Software Inc (PAYC) Charles Schwab Corporation (SCHW) Keurig Dr Pepper Inc (KDP) Phillips XX (PSX) Deere & Company (DE) Iqvia Holdings Inc (IQV) First Citizens BancShares, Inc. (FCNCA) Lithia Motors, Inc. (LAD) Becton Dickinson and Co (BDX) Beldex (BDX) Nike Inc (NKE) Amazon.com, Inc. (AMZN) Merit Circle (MC) Neural Protocol (NRP)

Top Social Posts #


Top posts by engagements in the last XX hours

"Wedgewood Partners Q2 Client Letter Interesting deep-dive on a new position: Zoetis $ZTS global leader in animal healthcare We believe that over the long term reality tends to win; high-quality businesses earn the valuations they deserve at some point and will outperform the broad market. We believe we have been given the opportunity to do this with Zoetis now"
@guru_gems Avatar @guru_gems on X 2025-07-16 13:41:26 UTC XX followers, XXX engagements

"In my recent newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR"
@guru_gems Avatar @guru_gems on X 2025-07-20 19:37:25 UTC XX followers, XX engagements

"While Airbnb $ABNB may look expensive based on its P/E ratio Bill Nygren believes that this is because of GAAP accounting and that the company is actually undervalued"
@guru_gems Avatar @guru_gems on X 2025-07-19 19:25:20 UTC XX followers, XXX engagements

"I recently wrote a deep-dive on Chuck Akres investment philosophy and why $CCCS made it in the portfolio Follow me for more insights on long-term investing masters or subscribe to my newsletter for weekly deep-dives πŸ™"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:39:28 UTC XX followers, XX engagements

"✴ Bill Nygren is a legendary investor who manages several funds at Harris Associates πŸ’Ž Oakmark Select Fund top XX holdings (31 Mar 25): $IQV IQVIA Holdings X% $GOOGL Alphabet X% $FCNCA First Citizens Bancshares X% $DE Deere & Co X% $PSX Phillips XX X% $KDP Keurig Dr Pepper X% $LAD Lithia Motors X% $SCHW Charles Schwab X% $PAYC Paycom Software X% $ABNB Airbnb 5%"
@guru_gems Avatar @guru_gems on X 2025-06-30 14:02:25 UTC XX followers, XXX engagements

"Interactive Brokers $IBKR is the largest position (22%) in superinvestor Bryan Lawrences concentrated quality portfolio"
@guru_gems Avatar @guru_gems on X 2025-07-20 19:37:24 UTC XX followers, XX engagements

"1/ Constellation Software $CSU (13%) Constellation acquires manages and builds vertical market software (VMS) businesses that generally provide mission critical software solutions in particular markets. Its a business that has generated significant cash flows and revenue growth during the past years"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:39:20 UTC XX followers, XX engagements

"✨Chuck Akre is a legendary investor known for his three-legged stool framework πŸ”„ While he retired in 2020 the investment approach of the Akre Focus Fund remains the same. They just released their top XX holdings as of XX Jun 25"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:39:18 UTC XX followers, XX engagements

"Oakmark Global Select Fund Q2 Commentary Interesting new position: Becton Dickinson and Company (BD) $BDX a global medical technology company Short-term concerns have provided us with the opportunity to purchase shares in what we view as a high-quality business with improving margins and an attractive long-term growth outlook at a significant discount to historical valuation levels"
@guru_gems Avatar @guru_gems on X 2025-07-21 10:33:30 UTC XX followers, XXX engagements

"Bill Nygren further increased Oakmarks position in Airbnb $ABNB and also added Nike $NKE and Amazon $AMZN"
@guru_gems Avatar @guru_gems on X 2025-07-09 19:07:53 UTC XX followers, XXX engagements

"Here is the list of top XX positions. They also have smaller positions in LVMH $MC CCC Intelligent Solutions $CCCS and Airbnb $ABNB X companies I also have in my Guru Gems portfolio"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:39:27 UTC XX followers, XXX engagements

"Oakmark Select Fund Q2 Commentary Super investor Bill Nygren writes about the funds top performer Alphabet $GOOGL $GOOG and how they further increased the Airbnb $ABNB position We believe the potential payoff from these AI investments across each of Alphabets business units remains underappreciated"
@guru_gems Avatar @guru_gems on X 2025-07-18 20:53:25 UTC XX followers, XXX engagements

"@fiscal_ai Interactive Brokers $IBKR is the largest position in Bryan Lawrences portfolio (22%). Lawrence is the founder of Oakcliff Capital and his concentrated quality approach has outperformed the market since inception of his fund"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:46:12 UTC XX followers, XXX engagements

"Terry Smith (Fundsmith) and David Rolfe (Wedgewood Partners) two long-term investors looking for quality at reasonable prices both started positions in Zoetis during the first half of 2025 $ZTS"
@guru_gems Avatar @guru_gems on X 2025-07-16 21:17:15 UTC XX followers, XXX engagements

"Since everyone is talking about Astronomer after the recent Coldplay concert what does this company actually do Astronomer is a private data infrastructure company - recently valued at $740M - that provides tools to help organisations manage and streamline complex data workflows. Its core offering is similar to Google Cloud Composer a managed service for Apache Airflow on Google Cloud $GOOGL $GOOG"
@guru_gems Avatar @guru_gems on X 2025-07-19 07:36:01 UTC XX followers, XXX engagements

"3/ Visa $V (9%) Visa is the other company in the payment network duopoly and is the larger of the two. Visa has superior operating margins compared to Mastercard reflecting its better cost discipline and scale advantage"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:39:24 UTC XX followers, XX engagements

"Bryan Lawrence has outperformed the market by a wide margin since inception of his fund. His top X positions make up over XX% of the Oakcliff Capital portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet 10%"
@guru_gems Avatar @guru_gems on X 2025-07-17 12:50:18 UTC XX followers, XXX engagements

"2/ Mastercard $MA (12%) Mastercard needs no introduction. It is one of X companies dominating the processing of payment transactions and related products and services. Mastercard has continued to increase its revenues and operating margins over the past quarters"
@guru_gems Avatar @guru_gems on X 2025-07-17 20:39:22 UTC XX followers, XX engagements

"✴ Bryan Lawrences vision with Oakcliff Capital is to build a concentrated portfolio of exceptional businesses and hold them for the long term. πŸ’Ž His top X positions make up XX% of the portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet XX% $NRP Natural Resource Partners 8%"
@guru_gems Avatar @guru_gems on X 2025-07-14 18:51:08 UTC XX followers, XXX engagements

@guru_gems
/creator/twitter::guru_gems