#  @guru_gems Guru Gems Guru Gems posts on X about gems, $googl, $goog, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1803671180311928832/interactions)  - [--] Week [-----] +52% - [--] Month [------] -3.10% - [--] Months [-------] -99% - [--] Year [----------] -74% ### Mentions: [--] [#](/creator/twitter::1803671180311928832/posts_active)  - [--] Week [--] -48% - [--] Month [--] -80% - [--] Months [---] +293% - [--] Year [---] +3,638% ### Followers: [---] [#](/creator/twitter::1803671180311928832/followers)  - [--] Week [---] +1.60% - [--] Month [---] +7.70% - [--] Months [---] +230% ### CreatorRank: [---------] [#](/creator/twitter::1803671180311928832/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [countries](/list/countries) [exchanges](/list/exchanges) [financial services](/list/financial-services) #2522 [musicians](/list/musicians) **Social topic influence** [gems](/topic/gems) #1363, [$googl](/topic/$googl), [$goog](/topic/$goog) #166, [stocks](/topic/stocks), [investment](/topic/investment), [$crox](/topic/$crox), [$csu](/topic/$csu), [$amzn](/topic/$amzn) #1075, [$meta](/topic/$meta) #812, [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@fiscalai](/creator/undefined) [@chitchatstocks](/creator/undefined) [@fcompounders](/creator/undefined) [@investingvisual](/creator/undefined) [@thexcapitalist](/creator/undefined) [@thetranscript](/creator/undefined) [@tradepalapp](/creator/undefined) [@baldinvesting](/creator/undefined) [@dividendology](/creator/undefined) [@lc01575970](/creator/undefined) [@realroseceline](/creator/undefined) [@williamgreen72](/creator/undefined) [@kobeissiletter](/creator/undefined) [@bourboncap](/creator/undefined) [@michaeljburry](/creator/undefined) [@newcomerinvest](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crocs, Inc. (CROX)](/topic/$crox) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Copart, Inc. (CPRT)](/topic/$cprt) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Merit Circle (MC)](/topic/$mc) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Apple, Inc. (AAPL)](/topic/$aapl) [BABB (BAX)](/topic/$bax) [Markel, Corp. (MKL)](/topic/$mkl) [Mastercard, Inc. (MA)](/topic/$ma) [Microsoft Corp. (MSFT)](/topic/$msft) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [Brookfield Corporation (BN)](/topic/$bn) [Lennar Corporation (LEN)](/topic/$len) [Moody's Corporation (MCO)](/topic/$mco) [Catalyst Pharmaceutical Inc. (CPRX)](/topic/$cprx) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Zoetis Inc (ZTS)](/topic/$zts) [H&R Block, Inc. (HRB)](/topic/$hrb) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Capital One Financial Corp. (COF)](/topic/$cof) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Gildan Activewear Inc. (GIL)](/topic/$gil) [NVR, Inc. (NVR)](/topic/$nvr) [YELP INC. (YELP)](/topic/$yelp) [S&P Global Inc (SPGI)](/topic/$spgi) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Heima (HEI)](/topic/$hei) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Coconut Chicken (CCC)](/topic/$ccc) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [American Tower Corp (AMT)](/topic/$amt) [Intuit Inc. (INTU)](/topic/$intu) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Stryker Corporation (SYK)](/topic/$syk) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [ResMed Inc. (RMD)](/topic/$rmd) [AME Chain (AME)](/topic/$ame) [Deere & Company (DE)](/topic/$de) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) ### Top Social Posts Top posts by engagements in the last [--] hours "LVMH cheapest valuation in [--] years. Has LVMH lost its appeal or are these temporary clouds Read our first Guru Gems newsletter to find out which long-term superinvestor recently added LVMH to their portfolio. $LVMH $MC" [X Link](https://x.com/guru_gems/status/1914236058377789685) 2025-04-21T08:33Z [--] followers, 48.1K engagements "@InvestingVisual Alphabet $GOOGL is still the most owned stock across Superinvestors https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem" [X Link](https://x.com/guru_gems/status/1916135232413335890) 2025-04-26T14:20Z [--] followers, [--] engagements "@thexcapitalist @TheTranscript_ Google $GOOG still the most owned stock across Superinvestors https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem" [X Link](https://x.com/guru_gems/status/1916265799746289736) 2025-04-26T22:59Z [--] followers, [--] engagements "Alphabet $GOOGL is a wonderful company and showed strong Q1 results earlier this week. It is the most owned stock among Superinvestors. Here is what Bill Nygren wrote in the Oakmark Select Fund update last month:" [X Link](https://x.com/guru_gems/status/1916327999550476325) 2025-04-27T03:06Z [--] followers, [--] engagements ""We continue to see Alphabet as a collection of great businesses that can further benefit from the companys world class AI capabilities. With shares trading at just 15x our estimate of next years earnings per share we believe the stock is meaningfully undervalued"" [X Link](https://x.com/guru_gems/status/1916328003522437496) 2025-04-27T03:06Z [--] followers, [--] engagements "@tradepal_app Alphabet $GOOGL https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem" [X Link](https://x.com/guru_gems/status/1926096341601489214) 2025-05-24T02:02Z [--] followers, [--] engagements "Read my take on Michael Burrys Estee Lauder $EL position in my latest update https://gurugems.substack.com/p/guru-portfolios-update-q1-2025 https://gurugems.substack.com/p/guru-portfolios-update-q1-2025" [X Link](https://x.com/guru_gems/status/1926848779828842549) 2025-05-26T03:52Z [--] followers, [--] engagements "Read my latest newsletter to find out if we added $QSR to the Guru Gems portfolio Burger King $QSR is leaning into a family-first marketing strategy as it enters the next phase of its turnaround attempt selling new menu items inspired by How to Train Your Dragon - CNBC https://t.co/xN76igaxcO Burger King $QSR is leaning into a family-first marketing strategy as it enters the next phase of its turnaround attempt selling new menu items inspired by How to Train Your Dragon - CNBC https://t.co/xN76igaxcO" [X Link](https://x.com/guru_gems/status/1928823679053627803) 2025-05-31T14:39Z [--] followers, [--] engagements "I looked into $QSR for my Guru Gems portfolio: ✅ Solid business ✅ Strong brands ✅ Long-term investors onboard ❌ But the current price doesnt give a big enough margin of safety Sometimes the hardest move in investing is doing nothing. #GuruGems" [X Link](https://x.com/guru_gems/status/1930090680971604091) 2025-06-04T02:34Z [--] followers, [--] engagements "Joel Greenblatts Magic Formula: ✅ High return on capital ✅ High earnings yield = A portfolio of undervalued high-quality businesses" [X Link](https://x.com/guru_gems/status/1930426953091428824) 2025-06-05T00:50Z [--] followers, [--] engagements "Akre Capital founded by legendary investor Chuck Akre recently increased their position in LVMH $MC 📩 I wrote about other long-term superinvestors holding this stock 👉 https://gurugems.substack.com/p/cloning-the-worlds-best-investors https://gurugems.substack.com/p/cloning-the-worlds-best-investors" [X Link](https://x.com/guru_gems/status/1931698212567765367) 2025-06-08T13:01Z [--] followers, [--] engagements "Berkshire director Chris Davis and his so-called Davis Discipline 💎 Read more on Chris Davis and his $QSR holding in this Guru Gems edition 👉 https://gurugems.substack.com/p/the-davis-discipline https://gurugems.substack.com/p/the-davis-discipline" [X Link](https://x.com/guru_gems/status/1932275022024077421) 2025-06-10T03:13Z [--] followers, [--] engagements "Our business model is to compound our capital Wall Streets business model - generically - is to create transactions Chuck Akre" [X Link](https://x.com/guru_gems/status/1932438591814140228) 2025-06-10T14:03Z [--] followers, [--] engagements "Magnera $MAGN gained 6% today ahead of joining Russell [----] index https://www.marketwatch.com/story/magnera-gains-ahead-of-joining-russell-3000-index-eaee1182mod=markets https://www.marketwatch.com/story/magnera-gains-ahead-of-joining-russell-3000-index-eaee1182mod=markets" [X Link](https://x.com/guru_gems/status/1932541113023275438) 2025-06-10T20:51Z [---] followers, [---] engagements "Magnera $MAGN is a textbook example of what Joel Greenblatt would describe as a special situation stock 👉 https://gurugems.substack.com/p/a-magic-formula https://gurugems.substack.com/p/a-magic-formula" [X Link](https://x.com/guru_gems/status/1932541116433510554) 2025-06-10T20:51Z [---] followers, [---] engagements "Stanley Druckenmiller is a Wall Street legend. He averaged 30% annual returns for [--] years and never had a single down year He recently added $CCCS to his portfolio a leading cloud company in the property & casualty (P&C) insurance industry In my latest newsletter I wrote about another legendary investor who recently added $CCCS 👉🏼 http://gurugems.substack.com/p/the-akre-way http://gurugems.substack.com/p/the-akre-way" [X Link](https://x.com/guru_gems/status/1934968376612519997) 2025-06-17T13:36Z [--] followers, [---] engagements "Here is a great interview with Stanley Druckenmiller on Nicolai Tangen's podcast 'In Good Company' https://youtu.be/-5Weeox0Xussi=oYPsTlA4Odh3aiVV https://youtu.be/-5Weeox0Xussi=oYPsTlA4Odh3aiVV" [X Link](https://x.com/guru_gems/status/1934968379095580888) 2025-06-17T13:36Z [--] followers, [--] engagements "💰 Alphabet $GOOGL is the most profitable company 💎 Not surprising then that it is the most owned company by Superinvestors 👉 https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months. Trailing 12-Month Net Income: Google: $111B Apple: $97B Microsoft: $97B $GOOGL $AAPL $MSFT https://t.co/kTWLoMr47L https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months." [X Link](https://x.com/guru_gems/status/1935836188730179964) 2025-06-19T23:04Z [--] followers, [--] engagements "Alphabet $GOOGL $GOOG dropped 4% this past week amid: [--]. EU regulatory heat [--]. US antitrust probe [--]. Search slowdown fears Will Alphabet remain a top Guru Gemor will Superinvestors start trimming" [X Link](https://x.com/guru_gems/status/1936236078266302690) 2025-06-21T01:33Z [--] followers, [---] engagements "Buy what you know is not enough. Peter Lynch made that phrase famous. But he also warned: just using a product doesnt make the stock a good investment. ✅ Notice a company in real life 🔍 Develop the story 📊 Understand earnings balance sheet . Buy what you know is just the start. The real work starts after that. 👉 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](https://x.com/guru_gems/status/1937391162106733011) 2025-06-24T06:03Z [--] followers, [--] engagements "Sooner or later earnings make or break an investment in equities Peter Lynch $GOOGL $GOOG $AAPL $MSFT Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months. Trailing 12-Month Net Income: Google: $111B Apple: $97B Microsoft: $97B $GOOGL $AAPL $MSFT https://t.co/kTWLoMr47L Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months. Trailing 12-Month Net Income: Google: $111B Apple: $97B Microsoft: $97B $GOOGL $AAPL $MSFT https://t.co/kTWLoMr47L" [X Link](https://x.com/guru_gems/status/1937476749773955262) 2025-06-24T11:43Z [--] followers, [--] engagements "Great thread on $QSR Restaurant Brands International A Guru Gem we recently added to our watchlist Awesome Q&A session from $QSR Restaurant Brands Internationals Executive Chairman Patrick Doyle. See some highlights below (not in order) 👇🏽 https://t.co/NCg1jH0fNZ Awesome Q&A session from $QSR Restaurant Brands Internationals Executive Chairman Patrick Doyle. See some highlights below (not in order) 👇🏽 https://t.co/NCg1jH0fNZ" [X Link](https://x.com/guru_gems/status/1937664039049736499) 2025-06-25T00:08Z [--] followers, [--] engagements "In the latest Guru Gems edition I reviewed One Up On Wall Street a timeless classic by Peter Lynch" [X Link](https://x.com/guru_gems/status/1938205397103559068) 2025-06-26T11:59Z [--] followers, [--] engagements "Fantastic interview with Bill Nygren who has generated strong returns over more than [--] years Check out my latest newsletter for a deep-dive on one of his latest holdings Airbnb $ABNB https://youtu.be/H0lZJurFQnosi=L2cohP_Eh2zCjiOi https://youtu.be/H0lZJurFQnosi=L2cohP_Eh2zCjiOi" [X Link](https://x.com/guru_gems/status/1939516076938953030) 2025-06-30T02:47Z [--] followers, [--] engagements "I study investing masters who take a long-term view and write about what I learn http://gurugems.substack.com/p/cloning-the-worlds-best-investors http://gurugems.substack.com/p/cloning-the-worlds-best-investors" [X Link](https://x.com/guru_gems/status/1939642753727730135) 2025-06-30T11:10Z [--] followers, [--] engagements "Airbnb $ABNB has a P/E well above [--] Yet value investors Bill Nygren and Chuck Akre recently added to their portfolio I recently wrote what attracts them in this stock 👉 http://gurugems.substack.com/p/the-nygren-edge http://gurugems.substack.com/p/the-nygren-edge" [X Link](https://x.com/guru_gems/status/1942157897988784433) 2025-07-07T09:45Z [--] followers, [--] engagements "Tech investment firm Coatue Managements prediction of top [--] largest companies in [----] does not include Alphabet $GOOGL $GOOG I find that hard to believe" [X Link](https://x.com/guru_gems/status/1942303624245436571) 2025-07-07T19:24Z [--] followers, [--] engagements "Bill Nygren further increased Oakmarks position in Airbnb $ABNB and also added Nike $NKE and Amazon $AMZN" [X Link](https://x.com/guru_gems/status/1943024325784682994) 2025-07-09T19:07Z [--] followers, [---] engagements "✍ I recently covered Nygrens [--] investment principles and why Airbnb $ABNB made it in the portfolio of this value investor 👉 https://gurugems.substack.com/p/the-nygren-edge https://gurugems.substack.com/p/the-nygren-edge" [X Link](https://x.com/guru_gems/status/1943024329328894119) 2025-07-09T19:07Z [--] followers, [--] engagements "Will superinvestors start dumping Alphabet $GOOGL Q2 13Fs are around the corner (deadline: Aug 14) and I will be watching the Alphabet positions very closely. It is still the most-owned stock among superinvestorsbut for how much longer The bull case: AI powerhouse + $155B in non-search revenue growing 17% annually + Waymo as a wild card The bear case: regulators circling and Search under pressure like never before" [X Link](https://x.com/guru_gems/status/1943655069477450056) 2025-07-11T12:54Z [--] followers, [--] engagements "🚨 New Guru Gems edition ❇ Bryan Lawrence has outperformed the S&P [---] by a wide margin since inception of his fund - what can we learn from him 👉 💎 $IBKR $LEN http://gurugems.substack.com/p/the-lawrence-method http://gurugems.substack.com/p/the-lawrence-method http://gurugems.substack.com/p/the-lawrence-method http://gurugems.substack.com/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1945115642576953835) 2025-07-15T13:38Z [--] followers, [--] engagements "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. https://wedgewoodpartners.com/wp-content/uploads/2025/07/Wedgewood-Partners-Second-Quarter-2025-Client-Letter-A-Day-in-the-Stock-Market-Life.pdf" [X Link](https://x.com/guru_gems/status/1945478887900594660) 2025-07-16T13:41Z [--] followers, [----] 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 [----] $ZTS 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 https://t.co/tPVoazRd7B Wedgewood Partners Q2 Client Letter Interesting deep-dive on a new position: Zoetis $ZTS global leader in" [X Link](https://x.com/guru_gems/status/1945593596805001627) 2025-07-16T21:17Z [--] followers, [---] engagements "In my latest newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1945847584326627754) 2025-07-17T14:06Z [--] followers, [--] engagements "✨Chuck Akre is a legendary investor known for his three-legged stool framework 🔄 While he retired in [----] the investment approach of the Akre Focus Fund remains the same. They just released their top [--] holdings as of [--] Jun 25" [X Link](https://x.com/guru_gems/status/1945946433309573354) 2025-07-17T20:39Z [---] followers, [---] 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" [X Link](https://x.com/guru_gems/status/1945946442344132865) 2025-07-17T20:39Z [---] followers, [---] engagements "2/ Mastercard $MA (12%) Mastercard needs no introduction. It is one of [--] 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" [X Link](https://x.com/guru_gems/status/1945946452020048019) 2025-07-17T20:39Z [--] followers, [--] 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 🙏" [X Link](https://x.com/guru_gems/status/1945946474111488006) 2025-07-17T20:39Z [---] followers, [---] 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 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1945948169633726930) 2025-07-17T20:46Z [--] followers, [---] 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" [X Link](https://x.com/guru_gems/status/1946312375096791241) 2025-07-18T20:53Z [--] followers, [---] 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" [X Link](https://x.com/guru_gems/status/1946474092237930954) 2025-07-19T07:36Z [--] followers, [---] 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 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 https://t.co/oUKtCHUq7j Oakmark Select Fund Q2 Commentary Super investor Bill Nygren writes about the funds top performer Alphabet $GOOGL $GOOG and how they" [X Link](https://x.com/guru_gems/status/1946652594216005767) 2025-07-19T19:25Z [--] followers, [---] engagements "Interactive Brokers $IBKR is the largest position (22%) in superinvestor Bryan Lawrences concentrated quality portfolio. Interactive Brokers reported 75% operating margins this quarter. How many other companies are able to maintain operating margins above 70% $IBKR https://t.co/15UoswFSEJ Interactive Brokers reported 75% operating margins this quarter. How many other companies are able to maintain operating margins above 70% $IBKR https://t.co/15UoswFSEJ" [X Link](https://x.com/guru_gems/status/1947018021576307116) 2025-07-20T19:37Z [--] followers, [--] engagements "In my recent newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1947018024608776673) 2025-07-20T19:37Z [--] followers, [--] engagements "Yesterday Medpace Holdings $MEDP jumped 55%() following a very strong earnings report. In my Q1 Guru portfolios update I highlighted that investing master Franois Rochon had increased his position in Medpace Terry Smith another master also has a small position Last quarter Medpace spent $541 million on buybacks at their lowest valuation in [--] years. That was equivalent to 6% of their market cap. Today $MEDP jumped 55%. Talk about well timed buybacks. https://t.co/BxnJxNzjMl Last quarter Medpace spent $541 million on buybacks at their lowest valuation in [--] years. That was equivalent to 6% of" [X Link](https://x.com/guru_gems/status/1947895954956325341) 2025-07-23T05:46Z [--] followers, [--] engagements "Very strong quarter from Alphabet $GOOGL $GOOG Alphabet is still the most owned stock among superinvestors and the largest position in my Guru Gems portfolio Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet. August will mark [--] years since we announced Alphabet. Been thinking about the incredible growth in our new businesses since then - Cloud YouTube Play Subscriptions etc. To give a Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet. August will mark [--] years since we announced Alphabet. Been thinking" [X Link](https://x.com/guru_gems/status/1948246588935008297) 2025-07-24T04:59Z [--] followers, [---] engagements "Investing master Franois Rochon bought Alphabet $GOOGL $GOOG in [----] at a PE of [--] when Wall Street was worried that Google would not be able to dominate in mobile as they were on desktop [--] years later and a 15x price increase history repeats itself and Wall Street is (was) worried that Google would not be able to dominate the Search business with all LLMs coming in the picture. Rochon still owns Alphabet and it is still a top [--] position in his fund Here are Rochons [--] rules for reducing risk in investing taken from his brilliant Annual Letter to our Partners 2024" [X Link](https://x.com/guru_gems/status/1948403586523611463) 2025-07-24T15:23Z [--] followers, [---] engagements "1 Diversification Owning [--] stocks across sectors is the sweet spot. Too few = concentration risk; Too many = dilution. Rochon recognizes that some of the greatest investors in history have been very successful owning only five or six stocks. However in these cases the stocks had a very low level of risk with respect to the other parameters below" [X Link](https://x.com/guru_gems/status/1948403590046863662) 2025-07-24T15:23Z [--] followers, [--] engagements "Howard Marks is an investing legend who co-founded Oaktree Capital Management a global asset management firm specializing in alternative investments. His best-selling book The Most Important Thing is based on his widely-read client memos. Here are my [--] key lessons from the book" [X Link](https://x.com/guru_gems/status/1950187451294593049) 2025-07-29T13:31Z [--] followers, [---] engagements "🔄 [--]. Second-Level Thinking is Everything Most investors stop at surface-level logic: Great company = great stock. Second-level thinkers go deeper: Everyone thinks its a great company so its overpriced. Success comes from seeing what others miss and being right about it" [X Link](https://x.com/guru_gems/status/1950187456009031729) 2025-07-29T13:31Z [--] followers, [--] engagements "📉 [--]. Risk Is Not Volatility Howard Marks rejects the Wall Street idea that volatility equals risk. Real risk is the permanent loss of capital not temporary price swings" [X Link](https://x.com/guru_gems/status/1950187459880353925) 2025-07-29T13:31Z [--] followers, [--] engagements "Danish Pharma giant Novo Nordisk had its biggest one-day drop ever (-23%) after lowering its guidance for [----]. The stock is now in its largest drawdown ever: -66% 😱😱😱 $NVO $NOVO" [X Link](https://x.com/guru_gems/status/1950289464997400844) 2025-07-29T20:16Z [--] followers, [---] engagements "Novo Nordisk is (was) a top [--] position for Fundsmith. It will be interesting to see if Terry Smith will share any comment in his July update on what happened today with Novos stock price $NVO $NOVO" [X Link](https://x.com/guru_gems/status/1950289475357102329) 2025-07-29T20:17Z [--] followers, [----] engagements "The power of contrarian thinking For Howard Marks contrarian investing isn't simply doing the opposite of what everyone else is doing It's about independent thinking and having the courage to act on your convictions when they differ from the consensus. $BAM Read more in my latest newsletter http://gurugems.org/p/the-most-important-thing http://gurugems.org/p/the-most-important-thing" [X Link](https://x.com/guru_gems/status/1950911302320156910) 2025-07-31T13:27Z [--] followers, [--] engagements "Bloomberg Wealth interview with Berkshire director Chris Davis Growth investors vs Value Investors is a strange distinction because a company that grows profitably is more valuable than one that doesnt grow so growth is a component of value Davis Advisors top [--] holdings: $COF $META $BRK https://youtu.be/VTrE0PgZyvIsi=WQiIe5R5pFCA7wrO https://youtu.be/VTrE0PgZyvIsi=WQiIe5R5pFCA7wrO" [X Link](https://x.com/guru_gems/status/1951194624489341337) 2025-08-01T08:13Z [--] followers, [--] engagements "Akre Focus Fund Q2 Commentary Interesting insights from a Morgan Stanley report on Drawdowns and Recoveries Even for the best performing stocks and the best performing portfolios faith-testing drawdowns are inevitable. The Morgan Stanley study supports our long-held view that a dual focus on business quality and starting valuation are the keys to long-term compounding. $CSU $MA $V http://gurugems.org/p/what-i-learned-this-week-from-investing http://gurugems.org/p/what-i-learned-this-week-from-investing" [X Link](https://x.com/guru_gems/status/1953374818453078207) 2025-08-07T08:37Z [--] followers, [--] engagements "SIGA Technologies $SIGA reported strong Q2 earnings and is up more than 30% It was one of the first [--] buys in my Magic Portfolio which follows Joel Greenblatts formula Next week I will add the next [--] stocks to this portfolio. http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio" [X Link](https://x.com/guru_gems/status/1953549999503290551) 2025-08-07T20:13Z [--] followers, [---] engagements "🚨 Davis Advisors just released their Q2 positions. Capital One Financial $COF remains largest position Second position Meta $META slightly trimmed Significant purchase of United Health Group $UNH I recently wrote a deep-dive about Davis Advisors Chairman Chris Davis http://gurugems.org/p/the-davis-discipline http://gurugems.org/p/the-davis-discipline" [X Link](https://x.com/guru_gems/status/1954228580960879011) 2025-08-09T17:09Z [--] followers, [---] engagements "🚨New Guru Gems edition 🔎 Guru in the spotlight: Peter Keefe 💎 Gem analyzed: Copart $CPRT http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard" [X Link](https://x.com/guru_gems/status/1954572661142544888) 2025-08-10T15:56Z [---] followers, [---] engagements "Copart $CPRT is a significant position in Rockbridge Capitals portfolio Rockbridge was founded by Peter Keefe a seasoned investor who consistently outperformed the market. His [----] client letter goes in detail on why Copart is such a wonderful company - its well worth a read: https://www.rockbridgecap.com/communications https://www.rockbridgecap.com/communications" [X Link](https://x.com/guru_gems/status/1954989076119162895) 2025-08-11T19:31Z [---] followers, [---] engagements "What would I expect if our positions were reversed Peter Keefe dedicated his most recent client letter to celebrating Warren Buffett and the influence Buffett had on him and his portfolio. $AMT $MKL $AMZN" [X Link](https://x.com/guru_gems/status/1955273958615552371) 2025-08-12T14:23Z [---] followers, [---] engagements "🥇Franois Rochon is a long-term investing master who has consistently outperformed the market 🚨 He just released Giverny Capitals Q2 positions: -Alphabet ( $GOOG + $GOOGL ) is now his 4th largest position -Most significant increase: Charles Schwab $SCHW" [X Link](https://x.com/guru_gems/status/1955639893092118809) 2025-08-13T14:37Z [--] followers, [---] engagements "1. Buy good companies [--]. Dont overpay [--]. Do nothing Terry Smiths simple investment strategy. -As expected no major changes in the Fundsmith portfolio. -Increases in Zoetis $ZTS and Intuit $INTU already mentioned in earlier monthly updates -LOreal $OR and Novo $NOVO main non-US positions" [X Link](https://x.com/guru_gems/status/1955999249331638587) 2025-08-14T14:25Z [---] followers, [----] engagements "I started Guru Gems [--] months ago with the idea to learn as much as possible from long-term investing masters. So far I studied [--] Gurus and added [--] carefully chosen Gems to my portfolio. Terry Smith was the first Guru I covered 👉 Buying Alphabet $GOOGL $GOOG the most owned stock among super investors [--] months ago when the market was at Extreme fear has certainly paid off so far. Curious about the other Gems and other Gurus Subscribe to my free weekly newsletter at http://gurugems.org http://gurugems.org/p/cloning-the-worlds-best-investors" [X Link](https://x.com/guru_gems/status/1956217846301602080) 2025-08-15T04:54Z [--] followers, [---] engagements "❇ Chuck Akre is a legendary investor known for his three-legged stool framework 🪑 While he retired in [----] the investment approach of the Akre Focus Fund maintains the same philosophy. 👉 💎 During Q2 they increased their positions in Airbnb $ABNB and CCC Intelligent Solutions $CCCS [--] stocks I recently added to the Guru Gems portfolio. They also started a small position in Copart $CPRT a company I just reviewed in my deep-dive on Peter Keefe 👉 http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-akre-way http://gurugems.org/p/the-akre-way" [X Link](https://x.com/guru_gems/status/1956371653195145645) 2025-08-15T15:05Z [--] followers, [---] engagements "Follow me for more insights on long-term investing masters or subscribe to my free newsletter for weekly deep-dives http://gurugems.org http://gurugems.org" [X Link](https://x.com/guru_gems/status/1956772997982810593) 2025-08-16T17:40Z [--] followers, [--] engagements "Norbert Lou isnt a household namehes a brilliant investor youve never heard of. -Runs Punch Card Management (seeded by Joel Greenblatt in 2004) -Keeps an ultra-concentrated portfolio with very few changes -Bought Pinduoduo $PDD in Q4 [----] his first position in nearly [--] years. -This quarter he doubled down on $PDD and added Crocs ( $CROX ) + PayPal Holdings ( $PYPL )" [X Link](https://x.com/guru_gems/status/1957171797465403755) 2025-08-17T20:04Z [--] followers, [---] engagements "1. Diversification [--]. Business Quality [--]. Valuation [--]. Long-term thinking Investing Master Franois Rochons [--] rules for reducing risk in investing They are reflected in Giverny Capitals high quality portfolio. Here are the Q2 top [--] positions: [--]. Berkshire $BRK.B [--]. Meta Platforms $META [--]. HEICO $HEI.A [--]. Alphabet $GOOGL $GOOG" [X Link](https://x.com/guru_gems/status/1957794684585263372) 2025-08-19T13:20Z [--] followers, [--] engagements "In Giverny Capitals [----] client letter Franois Rochon wrote about LVMH $LVMH $MC in his Podium of Errors section regretting not having bought it at times when the valuation was reasonable As is often the case with stocks errors from omission (non-purchases) are often more costly than errors of commission (purchases)" [X Link](https://x.com/guru_gems/status/1958143539927556409) 2025-08-20T12:26Z [---] followers, [---] engagements "Franois Rochon is an investing giant with a superb long-term record. Here is a brilliant extract from his [----] annual letter on the importance of having a long-term horizon: $BRK $META $HEI" [X Link](https://x.com/guru_gems/status/1959850419225821500) 2025-08-25T05:28Z [---] followers, [---] engagements "Interactive Brokers $IBKR stock doubled over the last year and will now join the S&P500. $IBKR is the largest position (30%) in Bryan Lawrences very concentrated portfolio of exceptional businesses In a recent update I analyzed Lawrences concentrated quality approach and analyzed his top position $IBKR 👉 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1960229493207163341) 2025-08-26T06:35Z [---] followers, [--] engagements "When you own exceptional businesses the hardest things is to not sell them Chuck Akre $MA $BN $KKR $MCO $V" [X Link](https://x.com/guru_gems/status/1960731713497391299) 2025-08-27T15:50Z [---] followers, [---] engagements "The Power and Challenges of Compounding - By Christopher Tsai Great read on the importance of not interrupting the compounding process. Tsai has outperformed the market over a long period with a concentrated portfolio $QXO $TSLA $AAPL $AMZN $MKL" [X Link](https://x.com/guru_gems/status/1961071857853194573) 2025-08-28T14:22Z [---] followers, [---] engagements "Tsai Capital on Bear Markets [--] Facts You Should Know $QXO $TSLA $AAPL $AMZN $MKL" [X Link](https://x.com/guru_gems/status/1961606225847816375) 2025-08-30T01:45Z [---] followers, [---] engagements "New Guru deep-dive 👉 $QCO $TSLA $AAPL $AMZN $MKL http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis" [X Link](https://x.com/guru_gems/status/1962291193242698055) 2025-08-31T23:07Z [---] followers, [--] engagements "In my latest post I analyze Christopher Tsais investment philosophy and what his current portfolio looks like 👉 $QXO $TSLA $AAPL $AMZN $MKL $META http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis" [X Link](https://x.com/guru_gems/status/1962407651918361060) 2025-09-01T06:50Z [---] followers, [---] engagements "No changes in the Fundsmith portfolio during August Another month of Doing Nothing one of Terry Smiths key investment principles 👉 $META $SYK $IDXX $OR $GOOGL $GOOG $V $MSFT $ADP $PM $UL http://gurugems.org/p/cloning-the-worlds-best-investors http://gurugems.org/p/cloning-the-worlds-best-investors" [X Link](https://x.com/guru_gems/status/1962850568839610483) 2025-09-02T12:10Z [---] followers, [---] engagements "In my latest deep-dive I cover Guru: Christopher Tsai Gem: Meta $QXO $TSLA $AAPL $AMZN $MKL $META 👉 http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis" [X Link](https://x.com/guru_gems/status/1963253741932466378) 2025-09-03T14:52Z [---] followers, [---] engagements "Christopher Tsai leads Tsai Capital where he seeks high-quality growth companies that offer significant upside potential and a margin of safety at the time of purchase. Top [--] holdings: $QXO $TSLA $AAPL $AMZN $MKL Here is his recommendation for learning about investing:" [X Link](https://x.com/guru_gems/status/1964330229653995898) 2025-09-06T14:09Z [---] followers, [---] engagements "10 Timeless Lessons from [--] Gurus What I learned from studying the worlds long-term investing masters 👉 $GOOGL $GOOG $MC $ABNB $CCCS $MAGN http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus" [X Link](https://x.com/guru_gems/status/1964693454434550116) 2025-09-07T14:13Z [---] followers, [---] engagements "Portfolio Update 4: Staying the Course with my Gems 👉 $GOOGL $GOOG $MC $LVMH $CCCS $ABNB $MAGN http://gurugems.org/p/portfolio-update-4-staying-the-course http://gurugems.org/p/portfolio-update-4-staying-the-course" [X Link](https://x.com/guru_gems/status/1967239463391928501) 2025-09-14T14:50Z [---] followers, [--] engagements "10 Timeless Lessons from [--] Long-term Investing Masters http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus" [X Link](https://x.com/guru_gems/status/1969531669628813606) 2025-09-20T22:38Z [---] followers, [--] engagements "Rich Pzena buys companies when they look brokenthen waits for the rebound. Baxter $BAX is one of his latest bets: essential healthcare products but a stock down 70% in [--] years. Read more in my latest deep-dive 👉 http://gurugems.org/p/the-pzena-philosophyl http://gurugems.org/p/the-pzena-philosophyl http://gurugems.org/p/the-pzena-philosophyl http://gurugems.org/p/the-pzena-philosophyl" [X Link](https://x.com/guru_gems/status/1971742249429225899) 2025-09-27T01:02Z [---] followers, [---] engagements "💎 [--] Things I learned this week from Investing Masters [--] Index Funds Have Become Tech Funds [--] Matthew Petersons 13F Strategy: Very aligned with Guru Gems [--] Small-Cap Healthcares [----] Moment (And why Magic Formula loves it) 👉 http://gurugems.org/p/3-things-i-learned-this-week-from http://gurugems.org/p/3-things-i-learned-this-week-from" [X Link](https://x.com/guru_gems/status/1974829817628606800) 2025-10-05T13:31Z [---] followers, [--] engagements "$QQQ and SP500 index funds $SPY $VOO $IVV have become tech funds http://gurugems.org/p/3-things-i-learned-this-week-from [--] companies now account for 55% of $QQQ [--]. $NVDA: 9.7% [--]. $MSFT: 8.4% [--]. $AAPL: 8.3% [--]. $GOOG: 6% 5.$AVGO: 5.6% [--]. $AMZN: 5.2% [--]. $META: 3.5% [--]. $TSLA: 3.5% [--]. $NFLX: 2.8% [--]. $COST: 2.2% https://t.co/DT017xfMTj http://gurugems.org/p/3-things-i-learned-this-week-from [--] companies now account for 55% of $QQQ [--]. $NVDA: 9.7% [--]. $MSFT: 8.4% [--]. $AAPL: 8.3% [--]. $GOOG: 6% 5.$AVGO: 5.6% [--]. $AMZN: 5.2% [--]. $META: 3.5% [--]. $TSLA: 3.5% [--]. $NFLX: 2.8% [--]. $COST: 2.2%" [X Link](https://x.com/guru_gems/status/1975100321019109588) 2025-10-06T07:26Z [---] followers, [--] engagements "Franois Rochon is an investing giant with a superb long-term record. His Rule of [--] helps him to deal better with market fluctuations: [--] One year out of [--] the stock markets going to fall by [--] percent or more [--] One year out of [--] youll underperform the index [--] One stock out of [--] youll purchase is likely to do poorly $CSU $BRK.B $META" [X Link](https://x.com/guru_gems/status/1975198513815523707) 2025-10-06T13:56Z [---] followers, [--] engagements "Francois Rochon says his 3rd rule also applies to stocks you didnt purchase - [--] stock out [--] you considered but didnt purchase will go up a lot Interesting how in [----] he wrote about having missed the chance to buy Amazon $AMZN at a reasonable price" [X Link](https://x.com/guru_gems/status/1975335170107711769) 2025-10-06T22:59Z [---] followers, [---] engagements "John Armitage has an incredible track record beating the index by 7% per year over [--] 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 👇 http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach" [X Link](https://x.com/guru_gems/status/1977369404561084749) 2025-10-12T13:42Z [---] followers, [--] engagements "🚨New Guru deep-dive: John Armitage 💎New Gem deep-dive: Capital One Financial $COF John Armitagehas an incredible track record beating the index by 7% per year over [--] years Read more in my latest newsletter 👇 http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach" [X Link](https://x.com/guru_gems/status/1977719965647049002) 2025-10-13T12:55Z [---] followers, [--] engagements "New Guru Gems edition out 👨🏫 Guru in focus: Chuck Akre 💎 Gem analyzed: CCC Intelligent Solutions ($CCCS) 👉 https://gurugems.substack.com/p/the-akre-way https://twitter.com/i/web/status/1934222336812810593 https://gurugems.substack.com/p/the-akre-way https://gurugems.substack.com/p/the-akre-way https://twitter.com/i/web/status/1934222336812810593 https://gurugems.substack.com/p/the-akre-way" [X Link](https://x.com/guru_gems/status/1934222336812810593) 2025-06-15T12:11Z [---] followers, [--] engagements "💵 Chuck Akre is a legendary investor known for his three-legged stool 🪑 framework 💲 Akre Focus Fund top [--] holdings (30 Apr 25): $CSU Constellation Software 14% $MA Mastercard 12% $V Visa 9% $BN Brookfield Corp. 8% $MCO Moodys Corp. 8% https://twitter.com/i/web/status/1935698137177551122 https://twitter.com/i/web/status/1935698137177551122" [X Link](https://x.com/guru_gems/status/1935698137177551122) 2025-06-19T13:56Z [---] followers, [---] engagements "I recently added $CCCS CCC Intelligent Solutions to the Guru Gems portfolio $CCCS is a cloud-based software company serving the auto insurance and repair industries. Read more in my recent newsletter" [X Link](https://x.com/guru_gems/status/1938449279397597452) 2025-06-27T04:08Z [---] followers, [---] engagements "✴ Bryan Lawrences vision with Oakcliff Capital is to build a concentrated portfolio of exceptional businesses and hold them for the long term. 💎 His top [--] positions make up 70% of the portfolio: $IBKR Interactive Brokers Group 22% $TDG TransDigm Group 16% $GIL Gildan Activewear 14% $GOOG Alphabet 10% $NRP Natural Resource Partners 8%" [X Link](https://x.com/guru_gems/status/1944832050021732489) 2025-07-14T18:51Z [---] followers, [---] engagements "Bryan Lawrence has outperformed the market by a wide margin since inception of his fund. His top [--] positions make up over 60% of the Oakcliff Capital portfolio: $IBKR Interactive Brokers Group 22% $TDG TransDigm Group 16% $GIL Gildan Activewear 14% $GOOG Alphabet 10%" [X Link](https://x.com/guru_gems/status/1945828407465345335) 2025-07-17T12:50Z [---] followers, [---] 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" [X Link](https://x.com/guru_gems/status/1945946460710658133) 2025-07-17T20:39Z [---] followers, [--] engagements "Here is the list of top [--] positions. They also have smaller positions in LVMH $MC CCC Intelligent Solutions $CCCS and Airbnb $ABNB [--] companies I also have in my Guru Gems portfolio" [X Link](https://x.com/guru_gems/status/1945946470336598219) 2025-07-17T20:39Z [---] followers, [---] 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. https://oakmark.com/wp-content/uploads/sites/3/documents/Oakmark-Global-Select-Fund-Commentary-06-30-2025_v3F.pdf" [X Link](https://x.com/guru_gems/status/1947243530952347832) 2025-07-21T10:33Z [---] followers, [---] engagements "❓Is Copart $CPRT a buy 🚘 Copart a global leader in online car auctions is generally seen as a high-quality company with a strong moat. 📉 The stock price declined nearly 25% over the past [--] months 💰But it might not be a bargain yet as the EV/EBIT ratio suggests a valuation in line with its historical average http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard" [X Link](https://x.com/guru_gems/status/1954989072075690474) 2025-08-11T19:31Z [---] followers, [---] engagements "💎 Triple Frond Partners manages a concentrated portfolio of [--] high-quality long-term investments 🚨 They just released their Q2 positions with only [--] activities: -Added to Meta Platforms $META and CCC Intelligent Solutions $CCCS -Reduced TransDigm Group $TDG Great to see the increase in $CCCS as I recently added it to the Guru Gems portfolio 👉 http://gurugems.org/p/the-akre-way https://twitter.com/i/web/status/1955748312155611569 http://gurugems.org/p/the-akre-way https://twitter.com/i/web/status/1955748312155611569" [X Link](https://x.com/guru_gems/status/1955748312155611569) 2025-08-13T21:48Z [---] followers, [---] engagements "🩴 Crocs Inc $CROX currently ranks very high based on Joel Greenblatts Magic Formula: - Good: ROCE 5yr 32.5% - Cheap: EV/EBIT [---] I just added it to my Magic Portfolio. I will share the other [--] additions in my upcoming newsletter http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio" [X Link](https://x.com/guru_gems/status/1956461848800145621) 2025-08-15T21:03Z [---] followers, [---] engagements "1. Sustainably high return on invested capital [--]. Excellent shareholder-friendly management [--]. Bargain valuation at time of acquisition 👆 Peter Keefes investment filters -He recently purchased Amrize $AMRZ a spinoff of global cement maker Holcims North American business -Amrize also saw significant insider buying over the past weeks. http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard" [X Link](https://x.com/guru_gems/status/1956707192834261078) 2025-08-16T13:18Z [---] followers, [---] engagements "💎 Legendary investor Bill Nygren added Molina Healthcare $MOH to the Oakmark Select Fund portfolio during Q2 opportunity to purchase shares in a best-in-class managed care company at depressed valuation $MOH is one of the three stocks I just added to my Magic Portfolio following Joel Greenblatts Magic Formula (Good & Cheap) Read my latest update to learn how the first batch of Magic Stocks have performed and which others have been added: 👉 http://gurugems.com/p/the-magic-portfolio-round-2 http://gurugems.com/p/the-magic-portfolio-round-2" [X Link](https://x.com/guru_gems/status/1957461388034818336) 2025-08-18T15:15Z [---] 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 http://gurugems.org/p/gurus-q2-portfolios-my-2-takeaways http://gurugems.org/p/gurus-q2-portfolios-my-2-takeaways" [X Link](https://x.com/guru_gems/status/1959619067561808191) 2025-08-24T14:09Z [---] followers, [---] engagements "Peter Keefe & Christopher Tsai = same philosophy: 💎 Few great ideas Hold long term Resist activity. Two Gurus one timeless lesson: 📌 Long-term compounding wins. $AMT $MKL $AMZN $MSFT $ORLY $QXO $TSLA $AAPL $AMZN $MKL $META http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard" [X Link](https://x.com/guru_gems/status/1963606637891227929) 2025-09-04T14:14Z [---] followers, [---] engagements "I started Guru Gems exactly [--] months ago. Here are ten lessons Ive learned so far from investing masters: And here is what the Guru Gems portfolio looks like: -Alphabet $GOOGL $GOOG (+53%) is my ultimate gem -Magnera $MAGN (-13%) and Airbnb $ABNB (-6%) are my top detractors http://gurugems.org/p/portfolio-update-4-staying-the-course http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/portfolio-update-4-staying-the-course http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/portfolio-update-4-staying-the-course" [X Link](https://x.com/guru_gems/status/1967582740053922186) 2025-09-15T13:34Z [---] followers, [---] engagements "Rich Pzena is the founder and co-CIO of Pzena Investment Management a deep value firm His top [--] 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. http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy" [X Link](https://x.com/guru_gems/status/1970133013968416792) 2025-09-22T14:28Z [---] followers, [---] engagements "Terry Smith is a legendary investor with a very simple framework [--]. Buy good companies [--]. Dont overpay [--]. Do nothing Below is a fantastic interview on the Richer Wiser Happier podcast $META $SYK $IDXX $OR $GOOG $GOOGL Nobody I've interviewed on the #RicherWiserHappier podcast made me laugh more than the great British investor Terry Smith. Here's one of my favorite clips from our conversation. For the full interview: https://t.co/kwIFFVR1tW https://t.co/HyA680q73C Nobody I've interviewed on the #RicherWiserHappier podcast made me laugh more than the great British investor Terry Smith. Here's" [X Link](https://x.com/guru_gems/status/1972161147739779112) 2025-09-28T04:47Z [---] followers, [---] engagements "Copart $CPRT is down 20% over the past [--] months as recent results showed slower growth. ❔Buying 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. http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard" [X Link](https://x.com/guru_gems/status/1972676142382682493) 2025-09-29T14:53Z [---] followers, [---] engagements "Goldman Sachs raised their price target for LVMH $LVMH $MC signs of recovery in the Chinese market and LVMHs continued investments during the downturn F1 partnership and new retail concepts. LVMH was the first stock added to the Guru Gems portfolio and both Terry Smith and Akre Capital still own it. Q3 earnings coming up later this month 👀" [X Link](https://x.com/guru_gems/status/1973349142585024646) 2025-10-01T11:27Z [---] followers, [---] engagements "Small Cap Health Care looking ready to outperform Joel Greenblatts Magic Formula screener (high ROC low EV/EBIT) confirms this with many small cap pharma and biotech on the list $ATRA $BTMD $CPRX $CTMX $HRMY $INVA $MD $PBYI $RIGL $SIGA Are you thinkin' what I'm thinkin' https://t.co/GURdq39gdP Are you thinkin' what I'm thinkin' https://t.co/GURdq39gdP" [X Link](https://x.com/guru_gems/status/1973741751811924377) 2025-10-02T13:27Z [---] followers, [---] engagements "@fiscal_ai Great listfrom these [--] companies there is [--] that currently meets Joel Greenblatts Magic Formula criteria of good and cheap: $HRB has a 5yr ROCE of 36% and a EV/EBIT of 9x" [X Link](https://x.com/guru_gems/status/1973881188109672627) 2025-10-02T22:42Z [---] followers, [---] engagements "H&R Block $HRB is one of the three latest additions to my Magic Portfolio -High ROCE & ROIC (good) -Low EV/EBIT 9x (cheap) -They also reduced their shares outstanding by more than 50% over the past [--] years http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3" [X Link](https://x.com/guru_gems/status/1974017364376309862) 2025-10-03T07:43Z [---] followers, [--] 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 http://gurugems.org/p/the-lawrence-method https://youtu.be/zWrqeKXyslEsi=8yjt7Mas1IIvqoh_ http://gurugems.org/p/the-lawrence-method https://youtu.be/zWrqeKXyslEsi=8yjt7Mas1IIvqoh_" [X Link](https://x.com/guru_gems/status/1975738585467998513) 2025-10-08T01:42Z [---] followers, [---] 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](https://x.com/guru_gems/status/1976459638704156934) 2025-10-10T01:27Z [---] followers, [---] engagements "@chitchatstocks @fiscal_ai With a 3yr ROIC of 25% and EV/EBIT of 6.2x $CROX is also on Greenblatts Magic Formula screener of Good and Cheap" [X Link](https://x.com/guru_gems/status/1976465728908996686) 2025-10-10T01:52Z [---] followers, [---] engagements "Im considering adding $CSU to the Guru Gems portfolio as the current dip represents a great opportunity to buy a wonderful company at a more favorable price. http://gurugems.org http://gurugems.org" [X Link](https://x.com/guru_gems/status/1976660550638797265) 2025-10-10T14:46Z [---] followers, [---] engagements "@BaldInvesting Great videoand nice job with the dashboard I recently added $CROX to my Magic Formula portfolio as it satisfied Joel Greenblatts Magic Formula http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3" [X Link](https://x.com/guru_gems/status/1977334192880144673) 2025-10-12T11:23Z [---] followers, [---] engagements "4 stocks from super investors portfolios that are down more than 25% from their 52w-high $LEN -36% (Berkshire Oakcliff) $CPRT -32% (Akre Capital Tsai Capital) $ZTS -28% (Fundsmith Wedgewood) $CSU -26% (Akre Capital Giverny) Which one are you buying" [X Link](https://x.com/guru_gems/status/1978095516136210514) 2025-10-14T13:48Z [---] followers, [---] 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. https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf" [X Link](https://x.com/guru_gems/status/1978364495257796641) 2025-10-15T07:37Z [---] followers, [---] engagements "@fiscal_ai $IBKR is a fantastic business. I recently wrote about it in my deep dive on Bryan Lawrence who has outperformed the market by a wide margin by building a concentrated portfolio of exceptional businesses http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1978963093427220509) 2025-10-16T23:15Z [---] followers, [---] engagements "I recently wrote about Bryan Lawrence a very successful investor who runs a concentrated portfolio $IBKR is his largest position - he first bought it in [----] 👉 http://gurugems.org/p/the-lawrence-method Interactive Brokers Q3 Results Commission Revenue +23% Net Interest Income +21% Pre-Tax Income +44% EPS +40% Customer Accounts +32% $IBKR: +2.4% after hours https://t.co/CWwa3ifLuO http://gurugems.org/p/the-lawrence-method Interactive Brokers Q3 Results Commission Revenue +23% Net Interest Income +21% Pre-Tax Income +44% EPS +40% Customer Accounts +32% $IBKR: +2.4% after hours" [X Link](https://x.com/guru_gems/status/1979043235721875679) 2025-10-17T04:34Z [---] followers, [---] engagements "Wedgewood Partners on Copart $CPRT a multiple that has become increasingly more attractive" [X Link](https://x.com/guru_gems/status/1979167184401162382) 2025-10-17T12:46Z [---] followers, [---] engagements "Pzena Investment Management update on Baxter $BAX transitory issues .used this an opportunity to increase our postion we think its extremely attractive at these levels its trading at [--] times earnings http://gurugems.org/p/the-pzena-philosophy https://youtu.be/z16_COA0adcsi=kxwKo9DYOr7Ngx9r http://gurugems.org/p/the-pzena-philosophy https://youtu.be/z16_COA0adcsi=kxwKo9DYOr7Ngx9r" [X Link](https://x.com/guru_gems/status/1979369345882165344) 2025-10-18T02:10Z [---] followers, [---] 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 70% in [--] years. Read more in my deep-dive 👉 http://gurugems.org/p/the-pzena-philosophy Pzena Investment Management update on Baxter $BAX transitory issues .used this an opportunity to increase our postion we think its extremely attractive at these levels its trading at [--] times earnings https://t.co/YkLir3SPfs https://t.co/9ZzZXbT5mn https://t.co/axVc80WfLm http://gurugems.org/p/the-pzena-philosophy Pzena Investment Management update" [X Link](https://x.com/guru_gems/status/1979463043068367065) 2025-10-18T08:22Z [---] followers, [---] engagements "@fiscal_ai $IBKR is a wonderful business. I recently wrote about it in my deep dive on Bryan Lawrence and Oakcliff who have held $IBKR since [----] and is now more than 20% of their portfolio http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1979695592856256876) 2025-10-18T23:46Z [---] followers, [----] engagements "$LVMH $MC shares had their best day in over two decades on Wednesday following the release of Q3 earnings LVMH was the first stock I added [--] months ago to my Guru Gems portfolio following Akre Capital and Terry Smiths Fundsmith http://gurugems.org/p/portfolio-update-5-adding-a-new-gem http://gurugems.org/p/portfolio-update-5-adding-a-new-gem" [X Link](https://x.com/guru_gems/status/1979836397898068451) 2025-10-19T09:05Z [---] followers, [---] engagements "@fiscal_ai $CSU shares have compounded at more than 30% since its IPO in 2006wonderful company and the current 25% drawdown could be an attractive entry point http://gurugems.org/p/portfolio-update-5-adding-a-new-gem http://gurugems.org/p/portfolio-update-5-adding-a-new-gem" [X Link](https://x.com/guru_gems/status/1980046427062722716) 2025-10-19T23:00Z [---] followers, [---] engagements "@fiscal_ai Bryan Lawrence who holds a concentrated portfolio of exceptional businesses has been holding $IBKR since [----]. Thats why I believe it pays to closely follow these long-term investing masters http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method" [X Link](https://x.com/guru_gems/status/1980048078829932960) 2025-10-19T23:07Z [---] followers, [---] engagements "@fiscal_ai $CROX not only has a cheap valuation but also a high ROIC and buyback yield. I recently added it to my Magic Formula Portfolio http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3" [X Link](https://x.com/guru_gems/status/1981147218028744906) 2025-10-22T23:54Z [---] followers, [---] engagements "I recently added $CSU to my Guru Gems portfolio taking advantage of the 25%+ decline which is an attractive entry point for a high-quality compounder Insiders are also buying 👇 http://gurugems.org/p/portfolio-update-5-adding-a-new-gem Constellation Software Inc $CSU.TO insiders have been buying https://t.co/ElrE07skSL http://gurugems.org/p/portfolio-update-5-adding-a-new-gem Constellation Software Inc $CSU.TO insiders have been buying https://t.co/ElrE07skSL" [X Link](https://x.com/guru_gems/status/1981506770490315232) 2025-10-23T23:43Z [---] followers, [---] engagements "@dividendology Added $CSU to the portfolio and also looking closely at $CPRT" [X Link](https://x.com/guru_gems/status/1981509952952012869) 2025-10-23T23:56Z [---] followers, [---] engagements "2 big moves in my Magic Formula Portfolio 1/ $MOH: -17% on lower than expected earnings and cutting guidance for 3rd time 2/ $HRMY: +13% on strong preliminary Q3 results Good reminder that Magic Formula is supposed to work on average and so recommended to hold 20-30 stocks" [X Link](https://x.com/guru_gems/status/1981653822658220153) 2025-10-24T09:27Z [---] followers, [---] 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 70% in [--] years. Read more in my recent deep-dive http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy" [X Link](https://x.com/guru_gems/status/1982235846448156860) 2025-10-26T00:00Z [---] followers, [--] engagements "@fiscal_ai $KNSL is a great company. Investing master Franois Rochon has started building a position since [----]. Its on my Guru Gems watchlist and its currently down 20% from its 52-w highcould be a great time to pick it up" [X Link](https://x.com/guru_gems/status/1982577117515928044) 2025-10-26T22:36Z [---] followers, [---] engagements "Norbert Lou on concentration: In college I had seen a study that said a portfolio of six to eight stocks could get you most of the statistical benefits of diversification Read more in my latest Guru deep-dive 👉 $PYPL $CROX http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset" [X Link](https://x.com/guru_gems/status/1982667731288965473) 2025-10-27T04:36Z [---] followers, [---] engagements "@fiscal_ai 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 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset" [X Link](https://x.com/guru_gems/status/1983306445069398372) 2025-10-28T22:54Z [---] followers, [----] engagements "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 👇 http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy" [X Link](https://x.com/guru_gems/status/1984171201816895520) 2025-10-31T08:10Z [---] followers, [----] engagements "Small caps now trade near record-low valuations relative to large caps at roughly [---] the large-cap P/E multiple a level seen only twice in [--] years. Chart from Pzena Investment Management. Read more in my latest newsletter 👉 http://gurugems.org/p/the-small-cap-cycle http://gurugems.org/p/the-small-cap-cycle" [X Link](https://x.com/guru_gems/status/1986242667957920210) 2025-11-06T01:22Z [---] followers, [--] engagements "I recently added $ABNB to my Guru Gems portfolio Read my deep-dive on investing legend Bill Nygren and why he believes $ABNB is undervalued 👉 http://gurugems.org/p/the-nygren-edge Airbnb changed the travel industry forever. In [----] Airbnb generated less revenue than Marriott Hilton and Hyatt. Today Airbnb generates nearly as much as all [--] of them combined. $ABNB $MAR $HLT $H https://t.co/1zJDqEeEMO http://gurugems.org/p/the-nygren-edge Airbnb changed the travel industry forever. In [----] Airbnb generated less revenue than Marriott Hilton and Hyatt. Today Airbnb generates nearly as much as all" [X Link](https://x.com/guru_gems/status/1987650484270944559) 2025-11-09T22:36Z [---] followers, [--] engagements "Samantha McLemores Patient Capital Management believes $QXO stock has the potential to double in [--] years Christopher Tsai who looks for high-quality growth companies has nearly 20% of his portfolio in $QXO Read more on Tsai in my recent deep-dive 👇 http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis" [X Link](https://x.com/guru_gems/status/1987803814536319272) 2025-11-10T08:45Z [---] followers, [----] engagements "@fiscal_ai In their recent Q3 commentary Akre Capital Management wrote that they have no fundamental concerns about Constellation Software or its position size in the portfolio (they had a 10%+ position) Could be a great opportunity to pick up $CSU at a more reasonable price" [X Link](https://x.com/guru_gems/status/1988398236428845216) 2025-11-12T00:07Z [---] followers, [----] engagements "John Armitage co-founder of Egerton Capital has beaten the index by 7% per year over [--] years They just released their 13F (positions on [--] Sep) -Sold full $GOOG and $GE position -Added significantly to $BSX $V $AMZN $APH 👉 http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach" [X Link](https://x.com/guru_gems/status/1988749602594689371) 2025-11-12T23:23Z [---] followers, [---] engagements "@fiscal_ai $CROX is still highly ranked in the Magic Formula screener: Good (3yr ROCE 26%) and cheap (EV/EBIT 6.2). Plus an ongoing share repurchase program which is probably what got Norbert Lou interested as well: http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset" [X Link](https://x.com/guru_gems/status/1988768133747036543) 2025-11-13T00:37Z [---] followers, [---] engagements "Copart $CPRT is 36% below its 52-w high. Peter Keefe strongly believes $CPRT is an 'inherently superior business' and it was the only top-10 position he increased in Q3 Good time to buy Read more on Peter Keefe and his investment philosophy 👇 👉 http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard" [X Link](https://x.com/guru_gems/status/1988867853412626697) 2025-11-13T07:13Z [---] followers, [----] engagements "Akre Capital significantly increased its $FICO position probably taking advantage of the 52-w low in August. Copart $CPRT (currently down 36% from its 52-w high) is the only other name with a significant increase Read more on the Akre philosophy: 👉 http://gurugems.org/p/the-akre-way Copart $CPRT is 36% below its 52-w high. Peter Keefe strongly believes $CPRT is an 'inherently superior business' and it was the only top-10 position he increased in Q3 Good time to buy Read more on Peter Keefe and his investment philosophy 👇 👉 https://t.co/MMwfBWtqmF https://t.co/mtO70BicM9" [X Link](https://x.com/guru_gems/status/1989166091776745710) 2025-11-14T02:58Z [---] followers, [---] engagements "@Lc01575970 @realroseceline They actually own some LVMH (3%) - French company so not showing up on the 13F. $CSU also a very big position which is not showing on the 13F https://www.akrefund.com/fund-summary/ https://www.akrefund.com/fund-summary/" [X Link](https://x.com/guru_gems/status/1989331476949970968) 2025-11-14T13:55Z [---] followers, [---] engagements "Berkshire finally bought Alphabet $GOOGL - the only new position they added in Q3 Maybe they read Guru Gems and realized that Alphabet is the ultimate Gem 😅 👉 http://gurugems.org/p/is-alphabet-the-ultimate-guru-gem In April when many feared that Alphabet had lost relevance in AI I added $GOOGL to the Guru Gems portfolio Inspired by Franois Rochon who bought Google in [----] when many feared they would not be able to dominate in mobile $GOOG is now up 80%() since I bought it http://gurugems.org/p/is-alphabet-the-ultimate-guru-gem In April when many feared that Alphabet had lost relevance in AI" [X Link](https://x.com/guru_gems/status/1989459358913270047) 2025-11-14T22:24Z [---] followers, [---] engagements "💎 Norbert Lou further increased his $CROX position and also bought Fiserv $FISV 🩴 $CROX still ranks very high in the Magic Formula screener: - Good: 3yr ROCE 26% - Cheap: EV/EBIT [---] Read more 👉 http://gurugems.org/p/norbert-lou-the-punch-card-mindset 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 👉 https://t.co/Kmx9WlX20N https://t.co/nqxFOY0I2V http://gurugems.org/p/norbert-lou-the-punch-card-mindset Buybacks" [X Link](https://x.com/guru_gems/status/1989465956507423189) 2025-11-14T22:50Z [---] followers, [----] engagements "@WilliamGreen72 Congrats William Richer Wiser Happier is a fantastic bookIve re-read it multiple times since I first bought it in [----] and still getting new insights from it every time I read it" [X Link](https://x.com/guru_gems/status/1989485406837244276) 2025-11-15T00:07Z [---] followers, [--] engagements "5 names from my Guru Gems watchlist that are down more than 25% from their 52-w high 👀 Which one are you buying [--]. Copart $CPRT (Akre Capital / Wedgewood Partners / Tsai Capital) [--]. Zoetis $ZTS (Fundsmith / Wedgewood Partners) [--]. PayPal $PYPL (Punch Card / Wedgewood Partners) [--]. Lennar Corp $LEN (Oakcliff Capital / Berkshire) [--]. Kinsale Capital $KNSL (Giverny Capital) https://twitter.com/i/web/status/1989686031231455367 https://twitter.com/i/web/status/1989686031231455367" [X Link](https://x.com/guru_gems/status/1989686031231455367) 2025-11-15T13:24Z [---] followers, [---] engagements "Takeaways from Gurus latest 13Fs (Q3) [--]. ✂ Gurus are trimming the Mag7 and buying out-of-favor quality stocks [--]. 👀 Alphabet remains the ultimate Guru Gem even Berkshire joined the party $GOOGL [--]. 💎 What this means for the Guru Gems portfolio 👉 http://gurugems.org/p/key-takeaways-from-gurus-latest-13fs http://gurugems.org/p/key-takeaways-from-gurus-latest-13fs" [X Link](https://x.com/guru_gems/status/1990015236154470777) 2025-11-16T11:12Z [---] followers, [---] engagements "Subscribe to my free weekly newsletter for more insights on long-term investing masters and their portfolios http://gurugems.org http://gurugems.org" [X Link](https://x.com/guru_gems/status/1990220565916049745) 2025-11-17T00:48Z [---] followers, [--] engagements "I recently added $CSU to my Guru Gems portfolio taking advantage of the 25%+ decline which should be an attractive entry point for a high-quality compounder $CSU Constellation Software https://t.co/NUVbw54vGJ $CSU Constellation Software https://t.co/NUVbw54vGJ" [X Link](https://x.com/guru_gems/status/1990385598134202620) 2025-11-17T11:44Z [---] followers, [---] engagements "I recently added $MOH to my Magic Portfolio as it ranked very high on the Magic Formula screener Good: 3yr ROCE 24% Cheap: EV/EBIT [--] Lets hope Cassandra is right (on the peanut butter part at least) 👉 http://gurugems.org/p/the-magic-portfolio-round-4 Long MOH stock and Long PLTR puts like peanut butter and bananas. http://gurugems.org/p/the-magic-portfolio-round-4 Long MOH stock and Long PLTR puts like peanut butter and bananas" [X Link](https://x.com/guru_gems/status/1991041930596380869) 2025-11-19T07:12Z [---] followers, [---] engagements "Subscribe to my free weekly newsletter for more insights on long-term investing masters and their portfolios http://gurugems.org http://gurugems.org" [X Link](https://x.com/guru_gems/status/1991630239651492075) 2025-11-20T22:10Z [---] followers, [--] engagements "As Howard Marks would say: I think its essential to remember that just about everything is cyclical. Theres little Im certain of but these things are true: Cycles always prevail eventually. Nothing goes in one direction forever. 👆 http://gurugems.org/p/the-small-cap-cycle US small-cap stocks are struggling: The relative small-cap to large-cap 10-year annualized return fell to -4% in October the lowest since the late 1990s. Since the 1930s there have been only a few periods when small caps underperformed so severely including the 1950s the https://t.co/Epnn9yrOyE" [X Link](https://x.com/guru_gems/status/1992032577407041550) 2025-11-22T00:49Z [---] followers, [--] engagements "I really like the idea of Memorializing Your Mistakes Im currently finishing tomorrows Guru Gems newsletter - a review of The Intelligent Investor with Jason Zweigs [----] commentary Subscribe if you dont want to miss it 👆 $COF $META $AMAT http://gurugems.org/p/the-davis-discipline http://gurugems.org/p/the-davis-discipline" [X Link](https://x.com/guru_gems/status/1992123624778789048) 2025-11-22T06:50Z [---] followers, [---] engagements "Li Lu has 37% of his US stocks in Alphabet $GOOGL $GOOG Li Lu did not buy or sell a single share in Q3. Talk about patience. https://t.co/fige5vTU1x Li Lu did not buy or sell a single share in Q3. Talk about patience. https://t.co/fige5vTU1x" [X Link](https://x.com/guru_gems/status/1992716318270001336) 2025-11-23T22:06Z [---] followers, [---] engagements "John Armitage has beaten the index by 7% per year over [--] years Boston Scientific $BSX was Armitages most significant increase in Q3 I recently wrote a deep-dive on Armitage and his key investment principles 👇 $MSFT $AMZN $V $PGR $FERG $BSX $CRH http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach" [X Link](https://x.com/guru_gems/status/1992963613846577329) 2025-11-24T14:28Z [---] followers, [---] engagements "Greenlight Capital Q3 [----] Letter Something has to give Very good read $NVDA $AAPL $GOOGL $MSFT $AMZN https://seekingalpha.com/article/4832026-greenlight-capital-q3-2025-letter https://seekingalpha.com/article/4832026-greenlight-capital-q3-2025-letter" [X Link](https://x.com/guru_gems/status/1993123234943058421) 2025-11-25T01:03Z [---] followers, [---] engagements "Great news for my Magic Portfolio $ANF http://gurugems.org/p/the-magic-portfolio-round-4 Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with 7% growth to last year." $ANF: +20% today https://t.co/nsH29lsHrb http://gurugems.org/p/the-magic-portfolio-round-4 Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with 7% growth to last year." $ANF: +20% today https://t.co/nsH29lsHrb" [X Link](https://x.com/guru_gems/status/1993333948475453626) 2025-11-25T15:00Z [---] followers, [---] engagements "Wall Street sees years of near-uninterrupted growth in all things AI. We in turn expect plenty of bumps and potholes along the way. Great letter from Wedgewood Partners well worth a read Touches on many of the points also covered in Burrys recent posts $NVDA $ORCL $AMZN" [X Link](https://x.com/guru_gems/status/1993646260830798219) 2025-11-26T11:41Z [---] followers, [---] engagements "Link to Wedgewood Partners Q3 letter: $NVDA $ORCL $AMZN $GOOGL $MSFT $META https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf" [X Link](https://x.com/guru_gems/status/1993647540747853879) 2025-11-26T11:46Z [---] followers, [---] engagements "This shows why fully relying on 13F filings can be misleading. Michael Burry shared that he has owned $JD for years but by switching between HK and NYSE it looked like he was in and out $JD $MELI" [X Link](https://x.com/guru_gems/status/1994037827663716734) 2025-11-27T13:37Z [---] followers, [----] engagements "New Guru Gems edition [--]. 📉 Is the market in a bubble [--]. 👀 Adding [--] Michael Burry favorites to the watchlist [--]. 💎 Alphabet is my first two-bagger [--]. Adding PayPal to the portfolio SUBSCRIBE FOR FREE 👇 👉 $GOOGL $PYPL $JD $MELI $MC http://gurugems.org/p/portfolio-update-on-bubble-fears http://gurugems.org/p/portfolio-update-on-bubble-fears" [X Link](https://x.com/guru_gems/status/1995080119355166775) 2025-11-30T10:39Z [---] followers, [---] engagements "Some interesting names in this list I added $ABNB to my Guru Gems portfolio a few months ago. Bill Nygren also sees $ABNB as a very strong business trading at an attractive valuation 👉 http://gurugems.org/p/the-nygren-edge [--] quality companies trading at their cheapest valuations ever: [--]. Airbnb $ABNB EV/EBIT: 22.6x https://t.co/QKzcWeWFTu http://gurugems.org/p/the-nygren-edge [--] quality companies trading at their cheapest valuations ever: [--]. Airbnb $ABNB EV/EBIT: 22.6x https://t.co/QKzcWeWFTu" [X Link](https://x.com/guru_gems/status/1995138319731310991) 2025-11-30T14:30Z [---] followers, [---] engagements "Here is the interview with Franois Rochon talking about $ORLY and a few other names $V $BRK $GOOG $META $RMD $BRO https://youtu.be/kRjB92Zgsdksi=PT46RRFX02z93OWN https://youtu.be/kRjB92Zgsdksi=PT46RRFX02z93OWN" [X Link](https://x.com/guru_gems/status/1995672921847869544) 2025-12-02T01:54Z [---] followers, [---] engagements "@fiscal_ai Copart $CPRT still a favorite for some great long-term investors (Akre Capital / Wedgewood Partners / Rockbridge Capital / Tsai Capital) Im considering adding it to the Guru Gems portfolio" [X Link](https://x.com/guru_gems/status/1996347138943644102) 2025-12-03T22:33Z [---] followers, [---] engagements "Recently added $PYPL to the Guru Gems portfolio and $CPRT is on the watchlist Here are the [--] worst performing stocks in the NASDAQ [---] this year. The Trade Desk: -66% Lululemon: -52% Charter: -42% Strategy: -37% Atlassian: -37% Copart: -32% PayPal: -29% Adobe: -27% Comcast: -27% Paychex: -20% $TTD $LULU $CHTR $MSTR $TEAM $CPRT $PYPL $ADBE $CMCSA $PAYX https://t.co/0Tbgfh2S44 Here are the [--] worst performing stocks in the NASDAQ [---] this year. The Trade Desk: -66% Lululemon: -52% Charter: -42% Strategy: -37% Atlassian: -37% Copart: -32% PayPal: -29% Adobe: -27% Comcast: -27% Paychex: -20%" [X Link](https://x.com/guru_gems/status/1996347799148113950) 2025-12-03T22:36Z [---] followers, [---] engagements "Get the Intelligent Investor checklist for free when you subscribe to Guru Gems I study the worlds best investors and build a real-money portfolio based on their wisdom. 💎 $GOOGL $CSU $MC $ABNB $PYPL $BAX $CCC $MAGN 👉 http://gurugems.org 🚨 New Guru Gems edition 🚨 Im digging into the Intelligent Investor - Revised Edition from [----] featuring commentary by financial journalist Jason Zweig. Read more and grab my free Intelligent Investor Checklist 📋 👇 https://t.co/Iq0Dm3z7wS 👆 https://t.co/ZaqDzZgU1w http://gurugems.org 🚨 New Guru Gems edition 🚨 Im digging into the Intelligent Investor" [X Link](https://x.com/guru_gems/status/1996528835274436734) 2025-12-04T10:35Z [---] followers, [---] engagements "@KobeissiLetter Maybe the bear case is that no one sees a bear case Howard Marks: In the 3rd stage after a period in which economic news has been great companies have reported soaring earnings stocks have appreciated wildly everyone concludes that things can only get better forever" [X Link](https://x.com/guru_gems/status/1996583107323957642) 2025-12-04T14:11Z [---] followers, [----] engagements "Interesting names. $CARR CEO just did a $1M stock purchase for the first time in [--] years $CSU I recently added to the Guru Gems portfolio York University Student Investment Fund (YUSIF) [----] stock pitches: Ryan Specialty $RYAN Carrier Global $CARR Constellation Software $CSU.to https://t.co/skx8e439po York University Student Investment Fund (YUSIF) [----] stock pitches: Ryan Specialty $RYAN Carrier Global $CARR Constellation Software $CSU.to https://t.co/skx8e439po" [X Link](https://x.com/guru_gems/status/1996784007527518368) 2025-12-05T03:29Z [---] followers, [---] engagements "I launched Guru Gems [--] months ago - [--] Gurus covered - [--] Gems in the portfolio - [--] on the watchlist - [--] Magic Formula stocks - [--] newsletters (1 every week) Much more coming Subscribe if you want to follow along 👇 👆 $GOOGL $MC $MAGN $PYPL $BAX http://gurugems.org http://gurugems.org" [X Link](https://x.com/guru_gems/status/1997095692104265754) 2025-12-06T00:08Z [---] followers, [---] engagements "@chitchatstocks @fiscal_ai $CROX still ranking very high on the Magic Formula screener -3yr ROCE 26% (Good) -EV/EBIT [---] (Cheap)" [X Link](https://x.com/guru_gems/status/1997123417468706882) 2025-12-06T01:58Z [---] followers, [---] engagements "S&P valuations are getting very stretched Some interesting charts from this Jensen Investment article $VOO $SPY $IVV https://www.jenseninvestment.com/financial-advisor/insights/ai-market-context/ https://www.jenseninvestment.com/financial-advisor/insights/ai-market-context/" [X Link](https://x.com/guru_gems/status/1997284641066344875) 2025-12-06T12:39Z [---] followers, [--] engagements "Airbnb $ABNB is trading close to its cheapest valuation despite growth in FCF Gross Booking Value Take rate In my deep-dive on investing master Bill Nygren I wrote why Nygren believes $ABNB is a very attractive opportunity 👇 👉 $ABNB http://gurugems.org/p/the-nygren-edge http://gurugems.org/p/the-nygren-edge" [X Link](https://x.com/guru_gems/status/1998371993381675334) 2025-12-09T12:39Z [---] followers, [---] engagements "@fiscal_ai This is probably what got Norbert Lou interested in $CROX and $PYPL" [X Link](https://x.com/guru_gems/status/1998546224719470799) 2025-12-10T00:12Z [---] followers, [----] engagements "Norbert Lou watched TGS-Nopec for [--] years before buying it when the opportunity presented itself $BRK $PYPL $CROX http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset" [X Link](https://x.com/guru_gems/status/1999030525265326571) 2025-12-11T08:16Z [---] followers, [---] engagements "@BourbonCap Would be happy to keep $GOOGL $CSU $MC $ABNB $PYPL in my portfolio for two years" [X Link](https://x.com/guru_gems/status/1999274786070102498) 2025-12-12T00:27Z [---] followers, [----] engagements "Molina $MOH is down more than 40% YTD Bill Nygren believes the issues are temporary Michael Burry made it is his largest position personally Good time to buy I recently added $MOH to my Magic Formula portfolio 👆 http://gurugems.org/p/the-magic-portfolio-round-4 http://gurugems.org/p/the-magic-portfolio-round-4" [X Link](https://x.com/guru_gems/status/1999669965620994108) 2025-12-13T02:37Z [---] followers, [---] engagements "What I learned this week from investing masters $NVDA $CSCO $BAX 👇 http://gurugems.org/p/dec25-pzena http://gurugems.org/p/dec25-pzena" [X Link](https://x.com/guru_gems/status/2000168687224127517) 2025-12-14T11:39Z [---] followers, [---] engagements "Akre Focus Fund is guided by Akre Capitals Three-Legged Stool approach $MA $BN $CSU $KKR $V $MCO 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](https://x.com/guru_gems/status/2000918725319647307) 2025-12-16T13:19Z [---] followers, [---] engagements "@F_Compounders We follow a simple mission at Markel Group. We aspire to build one of the worlds great companies. Definitely a company to consider for long-term compounding. I recently did a deep-dive on Tom Gayner and Markel: http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became" [X Link](https://x.com/guru_gems/status/2001970194869072112) 2025-12-19T10:57Z [---] 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](https://x.com/guru_gems/status/2002035361334075870) 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](https://x.com/guru_gems/status/2002464338721100115) 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](https://x.com/guru_gems/status/2002726769540075567) 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](https://x.com/guru_gems/status/2005030315484725657) 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](https://x.com/guru_gems/status/2005254111156109380) 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](https://x.com/guru_gems/status/2005589626770084017) 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](https://x.com/guru_gems/status/2006134199888052263) 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](https://x.com/guru_gems/status/2006303491375993131) 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](https://x.com/guru_gems/status/2006681183950696787) 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](https://x.com/guru_gems/status/2006730827435041132) 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](https://x.com/guru_gems/status/2006937077448143016) 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](https://x.com/guru_gems/status/2007046680852791643) 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](https://x.com/guru_gems/status/2007599367033892936) 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](https://x.com/guru_gems/status/2007778675216060426) 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](https://x.com/guru_gems/status/2009265486924574832) 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 $IDXX" [X Link](https://x.com/guru_gems/status/2009529678382665940) 2026-01-09T07:36Z [---] followers, [---] engagements "$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](https://x.com/guru_gems/status/2009920096341471643) 2026-01-10T09:27Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@guru_gems Guru Gems
Guru Gems posts on X about gems, $googl, $goog, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +52%
- [--] Month [------] -3.10%
- [--] Months [-------] -99%
- [--] Year [----------] -74%
Mentions: [--] #
- [--] Week [--] -48%
- [--] Month [--] -80%
- [--] Months [---] +293%
- [--] Year [---] +3,638%
Followers: [---] #
- [--] Week [---] +1.60%
- [--] Month [---] +7.70%
- [--] Months [---] +230%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies automotive brands fashion brands countries exchanges financial services #2522 musicians
Social topic influence gems #1363, $googl, $goog #166, stocks, investment, $crox, $csu, $amzn #1075, $meta #812, meta
Top accounts mentioned or mentioned by @fiscalai @chitchatstocks @fcompounders @investingvisual @thexcapitalist @thetranscript @tradepalapp @baldinvesting @dividendology @lc01575970 @realroseceline @williamgreen72 @kobeissiletter @bourboncap @michaeljburry @newcomerinvest
Top assets mentioned Alphabet Inc Class A (GOOGL) Crocs, Inc. (CROX) Amazon.com, Inc. (AMZN) Metadium (META) PayPal Holdings Inc (PYPL) Copart, Inc. (CPRT) Molina Healthcare, Inc. (MOH) Airbnb, Inc. (ABNB) Merit Circle (MC) Interactive Brokers Group, Inc. (IBKR) Apple, Inc. (AAPL) BABB (BAX) Markel, Corp. (MKL) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) CCC Intelligent Solutions Holdings Inc. (CCCS) Brookfield Corporation (BN) Lennar Corporation (LEN) Moody's Corporation (MCO) Catalyst Pharmaceutical Inc. (CPRX) Harmony Biosciences Holdings, Inc. (HRMY) Abercrombie & Fitch Co. (ANF) QXO, Inc. Common Stock (QXO) Tesla, Inc. (TSLA) Zoetis Inc (ZTS) H&R Block, Inc. (HRB) Fair Isaac, Corp. (FICO) Capital One Financial Corp. (COF) NVIDIA Corp. (NVDA) TransDigm Group, Inc. (TDG) Gildan Activewear Inc. (GIL) NVR, Inc. (NVR) YELP INC. (YELP) S&P Global Inc (SPGI) Osisko Gold Royalties Ltd (OR) Uber Technologies, Inc. (UBER) Restaurant Brands International Inc. (QSR) Charles Schwab Corporation (SCHW) Heima (HEI) O'Reilly Automotive Inc (ORLY) Coconut Chicken (CCC) Medpace Holdings, Inc. Common Stock (MEDP) American Tower Corp (AMT) Intuit Inc. (INTU) KKR & Co, Inc. (KKR) Stryker Corporation (SYK) IDEXX Laboratories, Inc. (IDXX) ResMed Inc. (RMD) AME Chain (AME) Deere & Company (DE) Lantheus Holdings, Inc (LNTH)
Top Social Posts
Top posts by engagements in the last [--] hours
"LVMH cheapest valuation in [--] years. Has LVMH lost its appeal or are these temporary clouds Read our first Guru Gems newsletter to find out which long-term superinvestor recently added LVMH to their portfolio. $LVMH $MC"
X Link 2025-04-21T08:33Z [--] followers, 48.1K engagements
"@InvestingVisual Alphabet $GOOGL is still the most owned stock across Superinvestors https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem"
X Link 2025-04-26T14:20Z [--] followers, [--] engagements
"@thexcapitalist @TheTranscript_ Google $GOOG still the most owned stock across Superinvestors https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem"
X Link 2025-04-26T22:59Z [--] followers, [--] engagements
"Alphabet $GOOGL is a wonderful company and showed strong Q1 results earlier this week. It is the most owned stock among Superinvestors. Here is what Bill Nygren wrote in the Oakmark Select Fund update last month:"
X Link 2025-04-27T03:06Z [--] followers, [--] engagements
""We continue to see Alphabet as a collection of great businesses that can further benefit from the companys world class AI capabilities. With shares trading at just 15x our estimate of next years earnings per share we believe the stock is meaningfully undervalued""
X Link 2025-04-27T03:06Z [--] followers, [--] engagements
"@tradepal_app Alphabet $GOOGL https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem"
X Link 2025-05-24T02:02Z [--] followers, [--] engagements
"Read my take on Michael Burrys Estee Lauder $EL position in my latest update https://gurugems.substack.com/p/guru-portfolios-update-q1-2025 https://gurugems.substack.com/p/guru-portfolios-update-q1-2025"
X Link 2025-05-26T03:52Z [--] followers, [--] engagements
"Read my latest newsletter to find out if we added $QSR to the Guru Gems portfolio Burger King $QSR is leaning into a family-first marketing strategy as it enters the next phase of its turnaround attempt selling new menu items inspired by How to Train Your Dragon - CNBC https://t.co/xN76igaxcO Burger King $QSR is leaning into a family-first marketing strategy as it enters the next phase of its turnaround attempt selling new menu items inspired by How to Train Your Dragon - CNBC https://t.co/xN76igaxcO"
X Link 2025-05-31T14:39Z [--] followers, [--] engagements
"I looked into $QSR for my Guru Gems portfolio: ✅ Solid business ✅ Strong brands ✅ Long-term investors onboard ❌ But the current price doesnt give a big enough margin of safety Sometimes the hardest move in investing is doing nothing. #GuruGems"
X Link 2025-06-04T02:34Z [--] followers, [--] engagements
"Joel Greenblatts Magic Formula: ✅ High return on capital ✅ High earnings yield = A portfolio of undervalued high-quality businesses"
X Link 2025-06-05T00:50Z [--] followers, [--] engagements
"Akre Capital founded by legendary investor Chuck Akre recently increased their position in LVMH $MC 📩 I wrote about other long-term superinvestors holding this stock 👉 https://gurugems.substack.com/p/cloning-the-worlds-best-investors https://gurugems.substack.com/p/cloning-the-worlds-best-investors"
X Link 2025-06-08T13:01Z [--] followers, [--] engagements
"Berkshire director Chris Davis and his so-called Davis Discipline 💎 Read more on Chris Davis and his $QSR holding in this Guru Gems edition 👉 https://gurugems.substack.com/p/the-davis-discipline https://gurugems.substack.com/p/the-davis-discipline"
X Link 2025-06-10T03:13Z [--] followers, [--] engagements
"Our business model is to compound our capital Wall Streets business model - generically - is to create transactions Chuck Akre"
X Link 2025-06-10T14:03Z [--] followers, [--] engagements
"Magnera $MAGN gained 6% today ahead of joining Russell [----] index https://www.marketwatch.com/story/magnera-gains-ahead-of-joining-russell-3000-index-eaee1182mod=markets https://www.marketwatch.com/story/magnera-gains-ahead-of-joining-russell-3000-index-eaee1182mod=markets"
X Link 2025-06-10T20:51Z [---] followers, [---] engagements
"Magnera $MAGN is a textbook example of what Joel Greenblatt would describe as a special situation stock 👉 https://gurugems.substack.com/p/a-magic-formula https://gurugems.substack.com/p/a-magic-formula"
X Link 2025-06-10T20:51Z [---] followers, [---] engagements
"Stanley Druckenmiller is a Wall Street legend. He averaged 30% annual returns for [--] years and never had a single down year He recently added $CCCS to his portfolio a leading cloud company in the property & casualty (P&C) insurance industry In my latest newsletter I wrote about another legendary investor who recently added $CCCS 👉🏼 http://gurugems.substack.com/p/the-akre-way http://gurugems.substack.com/p/the-akre-way"
X Link 2025-06-17T13:36Z [--] followers, [---] engagements
"Here is a great interview with Stanley Druckenmiller on Nicolai Tangen's podcast 'In Good Company' https://youtu.be/-5Weeox0Xussi=oYPsTlA4Odh3aiVV https://youtu.be/-5Weeox0Xussi=oYPsTlA4Odh3aiVV"
X Link 2025-06-17T13:36Z [--] followers, [--] engagements
"💰 Alphabet $GOOGL is the most profitable company 💎 Not surprising then that it is the most owned company by Superinvestors 👉 https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months. Trailing 12-Month Net Income: Google: $111B Apple: $97B Microsoft: $97B $GOOGL $AAPL $MSFT https://t.co/kTWLoMr47L https://gurugems.substack.com/p/is-alphabet-the-ultimate-guru-gem Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months."
X Link 2025-06-19T23:04Z [--] followers, [--] engagements
"Alphabet $GOOGL $GOOG dropped 4% this past week amid: [--]. EU regulatory heat [--]. US antitrust probe [--]. Search slowdown fears Will Alphabet remain a top Guru Gemor will Superinvestors start trimming"
X Link 2025-06-21T01:33Z [--] followers, [---] engagements
"Buy what you know is not enough. Peter Lynch made that phrase famous. But he also warned: just using a product doesnt make the stock a good investment. ✅ Notice a company in real life 🔍 Develop the story 📊 Understand earnings balance sheet . Buy what you know is just the start. The real work starts after that. 👉 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 2025-06-24T06:03Z [--] followers, [--] engagements
"Sooner or later earnings make or break an investment in equities Peter Lynch $GOOGL $GOOG $AAPL $MSFT Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months. Trailing 12-Month Net Income: Google: $111B Apple: $97B Microsoft: $97B $GOOGL $AAPL $MSFT https://t.co/kTWLoMr47L Google is now the most profitable company in the world surpassing Apple and Microsoft over the last [--] months. Trailing 12-Month Net Income: Google: $111B Apple: $97B Microsoft: $97B $GOOGL $AAPL $MSFT https://t.co/kTWLoMr47L"
X Link 2025-06-24T11:43Z [--] followers, [--] engagements
"Great thread on $QSR Restaurant Brands International A Guru Gem we recently added to our watchlist Awesome Q&A session from $QSR Restaurant Brands Internationals Executive Chairman Patrick Doyle. See some highlights below (not in order) 👇🏽 https://t.co/NCg1jH0fNZ Awesome Q&A session from $QSR Restaurant Brands Internationals Executive Chairman Patrick Doyle. See some highlights below (not in order) 👇🏽 https://t.co/NCg1jH0fNZ"
X Link 2025-06-25T00:08Z [--] followers, [--] engagements
"In the latest Guru Gems edition I reviewed One Up On Wall Street a timeless classic by Peter Lynch"
X Link 2025-06-26T11:59Z [--] followers, [--] engagements
"Fantastic interview with Bill Nygren who has generated strong returns over more than [--] years Check out my latest newsletter for a deep-dive on one of his latest holdings Airbnb $ABNB https://youtu.be/H0lZJurFQnosi=L2cohP_Eh2zCjiOi https://youtu.be/H0lZJurFQnosi=L2cohP_Eh2zCjiOi"
X Link 2025-06-30T02:47Z [--] followers, [--] engagements
"I study investing masters who take a long-term view and write about what I learn http://gurugems.substack.com/p/cloning-the-worlds-best-investors http://gurugems.substack.com/p/cloning-the-worlds-best-investors"
X Link 2025-06-30T11:10Z [--] followers, [--] engagements
"Airbnb $ABNB has a P/E well above [--] Yet value investors Bill Nygren and Chuck Akre recently added to their portfolio I recently wrote what attracts them in this stock 👉 http://gurugems.substack.com/p/the-nygren-edge http://gurugems.substack.com/p/the-nygren-edge"
X Link 2025-07-07T09:45Z [--] followers, [--] engagements
"Tech investment firm Coatue Managements prediction of top [--] largest companies in [----] does not include Alphabet $GOOGL $GOOG I find that hard to believe"
X Link 2025-07-07T19:24Z [--] followers, [--] engagements
"Bill Nygren further increased Oakmarks position in Airbnb $ABNB and also added Nike $NKE and Amazon $AMZN"
X Link 2025-07-09T19:07Z [--] followers, [---] engagements
"✍ I recently covered Nygrens [--] investment principles and why Airbnb $ABNB made it in the portfolio of this value investor 👉 https://gurugems.substack.com/p/the-nygren-edge https://gurugems.substack.com/p/the-nygren-edge"
X Link 2025-07-09T19:07Z [--] followers, [--] engagements
"Will superinvestors start dumping Alphabet $GOOGL Q2 13Fs are around the corner (deadline: Aug 14) and I will be watching the Alphabet positions very closely. It is still the most-owned stock among superinvestorsbut for how much longer The bull case: AI powerhouse + $155B in non-search revenue growing 17% annually + Waymo as a wild card The bear case: regulators circling and Search under pressure like never before"
X Link 2025-07-11T12:54Z [--] followers, [--] engagements
"🚨 New Guru Gems edition ❇ Bryan Lawrence has outperformed the S&P [---] by a wide margin since inception of his fund - what can we learn from him 👉 💎 $IBKR $LEN http://gurugems.substack.com/p/the-lawrence-method http://gurugems.substack.com/p/the-lawrence-method http://gurugems.substack.com/p/the-lawrence-method http://gurugems.substack.com/p/the-lawrence-method"
X Link 2025-07-15T13:38Z [--] followers, [--] engagements
"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. https://wedgewoodpartners.com/wp-content/uploads/2025/07/Wedgewood-Partners-Second-Quarter-2025-Client-Letter-A-Day-in-the-Stock-Market-Life.pdf"
X Link 2025-07-16T13:41Z [--] followers, [----] 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 [----] $ZTS 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 https://t.co/tPVoazRd7B Wedgewood Partners Q2 Client Letter Interesting deep-dive on a new position: Zoetis $ZTS global leader in"
X Link 2025-07-16T21:17Z [--] followers, [---] engagements
"In my latest newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-07-17T14:06Z [--] followers, [--] engagements
"✨Chuck Akre is a legendary investor known for his three-legged stool framework 🔄 While he retired in [----] the investment approach of the Akre Focus Fund remains the same. They just released their top [--] holdings as of [--] Jun 25"
X Link 2025-07-17T20:39Z [---] followers, [---] 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"
X Link 2025-07-17T20:39Z [---] followers, [---] engagements
"2/ Mastercard $MA (12%) Mastercard needs no introduction. It is one of [--] 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"
X Link 2025-07-17T20:39Z [--] followers, [--] 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 🙏"
X Link 2025-07-17T20:39Z [---] followers, [---] 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 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-07-17T20:46Z [--] followers, [---] 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"
X Link 2025-07-18T20:53Z [--] followers, [---] 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"
X Link 2025-07-19T07:36Z [--] followers, [---] 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 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 https://t.co/oUKtCHUq7j Oakmark Select Fund Q2 Commentary Super investor Bill Nygren writes about the funds top performer Alphabet $GOOGL $GOOG and how they"
X Link 2025-07-19T19:25Z [--] followers, [---] engagements
"Interactive Brokers $IBKR is the largest position (22%) in superinvestor Bryan Lawrences concentrated quality portfolio. Interactive Brokers reported 75% operating margins this quarter. How many other companies are able to maintain operating margins above 70% $IBKR https://t.co/15UoswFSEJ Interactive Brokers reported 75% operating margins this quarter. How many other companies are able to maintain operating margins above 70% $IBKR https://t.co/15UoswFSEJ"
X Link 2025-07-20T19:37Z [--] followers, [--] engagements
"In my recent newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-07-20T19:37Z [--] followers, [--] engagements
"Yesterday Medpace Holdings $MEDP jumped 55%() following a very strong earnings report. In my Q1 Guru portfolios update I highlighted that investing master Franois Rochon had increased his position in Medpace Terry Smith another master also has a small position Last quarter Medpace spent $541 million on buybacks at their lowest valuation in [--] years. That was equivalent to 6% of their market cap. Today $MEDP jumped 55%. Talk about well timed buybacks. https://t.co/BxnJxNzjMl Last quarter Medpace spent $541 million on buybacks at their lowest valuation in [--] years. That was equivalent to 6% of"
X Link 2025-07-23T05:46Z [--] followers, [--] engagements
"Very strong quarter from Alphabet $GOOGL $GOOG Alphabet is still the most owned stock among superinvestors and the largest position in my Guru Gems portfolio Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet. August will mark [--] years since we announced Alphabet. Been thinking about the incredible growth in our new businesses since then - Cloud YouTube Play Subscriptions etc. To give a Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet. August will mark [--] years since we announced Alphabet. Been thinking"
X Link 2025-07-24T04:59Z [--] followers, [---] engagements
"Investing master Franois Rochon bought Alphabet $GOOGL $GOOG in [----] at a PE of [--] when Wall Street was worried that Google would not be able to dominate in mobile as they were on desktop [--] years later and a 15x price increase history repeats itself and Wall Street is (was) worried that Google would not be able to dominate the Search business with all LLMs coming in the picture. Rochon still owns Alphabet and it is still a top [--] position in his fund Here are Rochons [--] rules for reducing risk in investing taken from his brilliant Annual Letter to our Partners 2024"
X Link 2025-07-24T15:23Z [--] followers, [---] engagements
"1 Diversification Owning [--] stocks across sectors is the sweet spot. Too few = concentration risk; Too many = dilution. Rochon recognizes that some of the greatest investors in history have been very successful owning only five or six stocks. However in these cases the stocks had a very low level of risk with respect to the other parameters below"
X Link 2025-07-24T15:23Z [--] followers, [--] engagements
"Howard Marks is an investing legend who co-founded Oaktree Capital Management a global asset management firm specializing in alternative investments. His best-selling book The Most Important Thing is based on his widely-read client memos. Here are my [--] key lessons from the book"
X Link 2025-07-29T13:31Z [--] followers, [---] engagements
"🔄 [--]. Second-Level Thinking is Everything Most investors stop at surface-level logic: Great company = great stock. Second-level thinkers go deeper: Everyone thinks its a great company so its overpriced. Success comes from seeing what others miss and being right about it"
X Link 2025-07-29T13:31Z [--] followers, [--] engagements
"📉 [--]. Risk Is Not Volatility Howard Marks rejects the Wall Street idea that volatility equals risk. Real risk is the permanent loss of capital not temporary price swings"
X Link 2025-07-29T13:31Z [--] followers, [--] engagements
"Danish Pharma giant Novo Nordisk had its biggest one-day drop ever (-23%) after lowering its guidance for [----]. The stock is now in its largest drawdown ever: -66% 😱😱😱 $NVO $NOVO"
X Link 2025-07-29T20:16Z [--] followers, [---] engagements
"Novo Nordisk is (was) a top [--] position for Fundsmith. It will be interesting to see if Terry Smith will share any comment in his July update on what happened today with Novos stock price $NVO $NOVO"
X Link 2025-07-29T20:17Z [--] followers, [----] engagements
"The power of contrarian thinking For Howard Marks contrarian investing isn't simply doing the opposite of what everyone else is doing It's about independent thinking and having the courage to act on your convictions when they differ from the consensus. $BAM Read more in my latest newsletter http://gurugems.org/p/the-most-important-thing http://gurugems.org/p/the-most-important-thing"
X Link 2025-07-31T13:27Z [--] followers, [--] engagements
"Bloomberg Wealth interview with Berkshire director Chris Davis Growth investors vs Value Investors is a strange distinction because a company that grows profitably is more valuable than one that doesnt grow so growth is a component of value Davis Advisors top [--] holdings: $COF $META $BRK https://youtu.be/VTrE0PgZyvIsi=WQiIe5R5pFCA7wrO https://youtu.be/VTrE0PgZyvIsi=WQiIe5R5pFCA7wrO"
X Link 2025-08-01T08:13Z [--] followers, [--] engagements
"Akre Focus Fund Q2 Commentary Interesting insights from a Morgan Stanley report on Drawdowns and Recoveries Even for the best performing stocks and the best performing portfolios faith-testing drawdowns are inevitable. The Morgan Stanley study supports our long-held view that a dual focus on business quality and starting valuation are the keys to long-term compounding. $CSU $MA $V http://gurugems.org/p/what-i-learned-this-week-from-investing http://gurugems.org/p/what-i-learned-this-week-from-investing"
X Link 2025-08-07T08:37Z [--] followers, [--] engagements
"SIGA Technologies $SIGA reported strong Q2 earnings and is up more than 30% It was one of the first [--] buys in my Magic Portfolio which follows Joel Greenblatts formula Next week I will add the next [--] stocks to this portfolio. http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio"
X Link 2025-08-07T20:13Z [--] followers, [---] engagements
"🚨 Davis Advisors just released their Q2 positions. Capital One Financial $COF remains largest position Second position Meta $META slightly trimmed Significant purchase of United Health Group $UNH I recently wrote a deep-dive about Davis Advisors Chairman Chris Davis http://gurugems.org/p/the-davis-discipline http://gurugems.org/p/the-davis-discipline"
X Link 2025-08-09T17:09Z [--] followers, [---] engagements
"🚨New Guru Gems edition 🔎 Guru in the spotlight: Peter Keefe 💎 Gem analyzed: Copart $CPRT http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard"
X Link 2025-08-10T15:56Z [---] followers, [---] engagements
"Copart $CPRT is a significant position in Rockbridge Capitals portfolio Rockbridge was founded by Peter Keefe a seasoned investor who consistently outperformed the market. His [----] client letter goes in detail on why Copart is such a wonderful company - its well worth a read: https://www.rockbridgecap.com/communications https://www.rockbridgecap.com/communications"
X Link 2025-08-11T19:31Z [---] followers, [---] engagements
"What would I expect if our positions were reversed Peter Keefe dedicated his most recent client letter to celebrating Warren Buffett and the influence Buffett had on him and his portfolio. $AMT $MKL $AMZN"
X Link 2025-08-12T14:23Z [---] followers, [---] engagements
"🥇Franois Rochon is a long-term investing master who has consistently outperformed the market 🚨 He just released Giverny Capitals Q2 positions: -Alphabet ( $GOOG + $GOOGL ) is now his 4th largest position -Most significant increase: Charles Schwab $SCHW"
X Link 2025-08-13T14:37Z [--] followers, [---] engagements
"1. Buy good companies [--]. Dont overpay [--]. Do nothing Terry Smiths simple investment strategy. -As expected no major changes in the Fundsmith portfolio. -Increases in Zoetis $ZTS and Intuit $INTU already mentioned in earlier monthly updates -LOreal $OR and Novo $NOVO main non-US positions"
X Link 2025-08-14T14:25Z [---] followers, [----] engagements
"I started Guru Gems [--] months ago with the idea to learn as much as possible from long-term investing masters. So far I studied [--] Gurus and added [--] carefully chosen Gems to my portfolio. Terry Smith was the first Guru I covered 👉 Buying Alphabet $GOOGL $GOOG the most owned stock among super investors [--] months ago when the market was at Extreme fear has certainly paid off so far. Curious about the other Gems and other Gurus Subscribe to my free weekly newsletter at http://gurugems.org http://gurugems.org/p/cloning-the-worlds-best-investors"
X Link 2025-08-15T04:54Z [--] followers, [---] engagements
"❇ Chuck Akre is a legendary investor known for his three-legged stool framework 🪑 While he retired in [----] the investment approach of the Akre Focus Fund maintains the same philosophy. 👉 💎 During Q2 they increased their positions in Airbnb $ABNB and CCC Intelligent Solutions $CCCS [--] stocks I recently added to the Guru Gems portfolio. They also started a small position in Copart $CPRT a company I just reviewed in my deep-dive on Peter Keefe 👉 http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-akre-way http://gurugems.org/p/the-akre-way"
X Link 2025-08-15T15:05Z [--] followers, [---] engagements
"Follow me for more insights on long-term investing masters or subscribe to my free newsletter for weekly deep-dives http://gurugems.org http://gurugems.org"
X Link 2025-08-16T17:40Z [--] followers, [--] engagements
"Norbert Lou isnt a household namehes a brilliant investor youve never heard of. -Runs Punch Card Management (seeded by Joel Greenblatt in 2004) -Keeps an ultra-concentrated portfolio with very few changes -Bought Pinduoduo $PDD in Q4 [----] his first position in nearly [--] years. -This quarter he doubled down on $PDD and added Crocs ( $CROX ) + PayPal Holdings ( $PYPL )"
X Link 2025-08-17T20:04Z [--] followers, [---] engagements
"1. Diversification [--]. Business Quality [--]. Valuation [--]. Long-term thinking Investing Master Franois Rochons [--] rules for reducing risk in investing They are reflected in Giverny Capitals high quality portfolio. Here are the Q2 top [--] positions: [--]. Berkshire $BRK.B [--]. Meta Platforms $META [--]. HEICO $HEI.A [--]. Alphabet $GOOGL $GOOG"
X Link 2025-08-19T13:20Z [--] followers, [--] engagements
"In Giverny Capitals [----] client letter Franois Rochon wrote about LVMH $LVMH $MC in his Podium of Errors section regretting not having bought it at times when the valuation was reasonable As is often the case with stocks errors from omission (non-purchases) are often more costly than errors of commission (purchases)"
X Link 2025-08-20T12:26Z [---] followers, [---] engagements
"Franois Rochon is an investing giant with a superb long-term record. Here is a brilliant extract from his [----] annual letter on the importance of having a long-term horizon: $BRK $META $HEI"
X Link 2025-08-25T05:28Z [---] followers, [---] engagements
"Interactive Brokers $IBKR stock doubled over the last year and will now join the S&P500. $IBKR is the largest position (30%) in Bryan Lawrences very concentrated portfolio of exceptional businesses In a recent update I analyzed Lawrences concentrated quality approach and analyzed his top position $IBKR 👉 http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-08-26T06:35Z [---] followers, [--] engagements
"When you own exceptional businesses the hardest things is to not sell them Chuck Akre $MA $BN $KKR $MCO $V"
X Link 2025-08-27T15:50Z [---] followers, [---] engagements
"The Power and Challenges of Compounding - By Christopher Tsai Great read on the importance of not interrupting the compounding process. Tsai has outperformed the market over a long period with a concentrated portfolio $QXO $TSLA $AAPL $AMZN $MKL"
X Link 2025-08-28T14:22Z [---] followers, [---] engagements
"Tsai Capital on Bear Markets [--] Facts You Should Know $QXO $TSLA $AAPL $AMZN $MKL"
X Link 2025-08-30T01:45Z [---] followers, [---] engagements
"New Guru deep-dive 👉 $QCO $TSLA $AAPL $AMZN $MKL http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis"
X Link 2025-08-31T23:07Z [---] followers, [--] engagements
"In my latest post I analyze Christopher Tsais investment philosophy and what his current portfolio looks like 👉 $QXO $TSLA $AAPL $AMZN $MKL $META http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis"
X Link 2025-09-01T06:50Z [---] followers, [---] engagements
"No changes in the Fundsmith portfolio during August Another month of Doing Nothing one of Terry Smiths key investment principles 👉 $META $SYK $IDXX $OR $GOOGL $GOOG $V $MSFT $ADP $PM $UL http://gurugems.org/p/cloning-the-worlds-best-investors http://gurugems.org/p/cloning-the-worlds-best-investors"
X Link 2025-09-02T12:10Z [---] followers, [---] engagements
"In my latest deep-dive I cover Guru: Christopher Tsai Gem: Meta $QXO $TSLA $AAPL $AMZN $MKL $META 👉 http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis"
X Link 2025-09-03T14:52Z [---] followers, [---] engagements
"Christopher Tsai leads Tsai Capital where he seeks high-quality growth companies that offer significant upside potential and a margin of safety at the time of purchase. Top [--] holdings: $QXO $TSLA $AAPL $AMZN $MKL Here is his recommendation for learning about investing:"
X Link 2025-09-06T14:09Z [---] followers, [---] engagements
"10 Timeless Lessons from [--] Gurus What I learned from studying the worlds long-term investing masters 👉 $GOOGL $GOOG $MC $ABNB $CCCS $MAGN http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus"
X Link 2025-09-07T14:13Z [---] followers, [---] engagements
"Portfolio Update 4: Staying the Course with my Gems 👉 $GOOGL $GOOG $MC $LVMH $CCCS $ABNB $MAGN http://gurugems.org/p/portfolio-update-4-staying-the-course http://gurugems.org/p/portfolio-update-4-staying-the-course"
X Link 2025-09-14T14:50Z [---] followers, [--] engagements
"10 Timeless Lessons from [--] Long-term Investing Masters http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/10-timeless-lessons-from-10-gurus"
X Link 2025-09-20T22:38Z [---] followers, [--] engagements
"Rich Pzena buys companies when they look brokenthen waits for the rebound. Baxter $BAX is one of his latest bets: essential healthcare products but a stock down 70% in [--] years. Read more in my latest deep-dive 👉 http://gurugems.org/p/the-pzena-philosophyl http://gurugems.org/p/the-pzena-philosophyl http://gurugems.org/p/the-pzena-philosophyl http://gurugems.org/p/the-pzena-philosophyl"
X Link 2025-09-27T01:02Z [---] followers, [---] engagements
"💎 [--] Things I learned this week from Investing Masters [--] Index Funds Have Become Tech Funds [--] Matthew Petersons 13F Strategy: Very aligned with Guru Gems [--] Small-Cap Healthcares [----] Moment (And why Magic Formula loves it) 👉 http://gurugems.org/p/3-things-i-learned-this-week-from http://gurugems.org/p/3-things-i-learned-this-week-from"
X Link 2025-10-05T13:31Z [---] followers, [--] engagements
"$QQQ and SP500 index funds $SPY $VOO $IVV have become tech funds http://gurugems.org/p/3-things-i-learned-this-week-from [--] companies now account for 55% of $QQQ [--]. $NVDA: 9.7% [--]. $MSFT: 8.4% [--]. $AAPL: 8.3% [--]. $GOOG: 6% 5.$AVGO: 5.6% [--]. $AMZN: 5.2% [--]. $META: 3.5% [--]. $TSLA: 3.5% [--]. $NFLX: 2.8% [--]. $COST: 2.2% https://t.co/DT017xfMTj http://gurugems.org/p/3-things-i-learned-this-week-from [--] companies now account for 55% of $QQQ [--]. $NVDA: 9.7% [--]. $MSFT: 8.4% [--]. $AAPL: 8.3% [--]. $GOOG: 6% 5.$AVGO: 5.6% [--]. $AMZN: 5.2% [--]. $META: 3.5% [--]. $TSLA: 3.5% [--]. $NFLX: 2.8% [--]. $COST: 2.2%"
X Link 2025-10-06T07:26Z [---] followers, [--] engagements
"Franois Rochon is an investing giant with a superb long-term record. His Rule of [--] helps him to deal better with market fluctuations: [--] One year out of [--] the stock markets going to fall by [--] percent or more [--] One year out of [--] youll underperform the index [--] One stock out of [--] youll purchase is likely to do poorly $CSU $BRK.B $META"
X Link 2025-10-06T13:56Z [---] followers, [--] engagements
"Francois Rochon says his 3rd rule also applies to stocks you didnt purchase - [--] stock out [--] you considered but didnt purchase will go up a lot Interesting how in [----] he wrote about having missed the chance to buy Amazon $AMZN at a reasonable price"
X Link 2025-10-06T22:59Z [---] followers, [---] engagements
"John Armitage has an incredible track record beating the index by 7% per year over [--] 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 👇 http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach"
X Link 2025-10-12T13:42Z [---] followers, [--] engagements
"🚨New Guru deep-dive: John Armitage 💎New Gem deep-dive: Capital One Financial $COF John Armitagehas an incredible track record beating the index by 7% per year over [--] years Read more in my latest newsletter 👇 http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach"
X Link 2025-10-13T12:55Z [---] followers, [--] engagements
"New Guru Gems edition out 👨🏫 Guru in focus: Chuck Akre 💎 Gem analyzed: CCC Intelligent Solutions ($CCCS) 👉 https://gurugems.substack.com/p/the-akre-way https://twitter.com/i/web/status/1934222336812810593 https://gurugems.substack.com/p/the-akre-way https://gurugems.substack.com/p/the-akre-way https://twitter.com/i/web/status/1934222336812810593 https://gurugems.substack.com/p/the-akre-way"
X Link 2025-06-15T12:11Z [---] followers, [--] engagements
"💵 Chuck Akre is a legendary investor known for his three-legged stool 🪑 framework 💲 Akre Focus Fund top [--] holdings (30 Apr 25): $CSU Constellation Software 14% $MA Mastercard 12% $V Visa 9% $BN Brookfield Corp. 8% $MCO Moodys Corp. 8% https://twitter.com/i/web/status/1935698137177551122 https://twitter.com/i/web/status/1935698137177551122"
X Link 2025-06-19T13:56Z [---] followers, [---] engagements
"I recently added $CCCS CCC Intelligent Solutions to the Guru Gems portfolio $CCCS is a cloud-based software company serving the auto insurance and repair industries. Read more in my recent newsletter"
X Link 2025-06-27T04:08Z [---] followers, [---] engagements
"✴ Bryan Lawrences vision with Oakcliff Capital is to build a concentrated portfolio of exceptional businesses and hold them for the long term. 💎 His top [--] positions make up 70% of the portfolio: $IBKR Interactive Brokers Group 22% $TDG TransDigm Group 16% $GIL Gildan Activewear 14% $GOOG Alphabet 10% $NRP Natural Resource Partners 8%"
X Link 2025-07-14T18:51Z [---] followers, [---] engagements
"Bryan Lawrence has outperformed the market by a wide margin since inception of his fund. His top [--] positions make up over 60% of the Oakcliff Capital portfolio: $IBKR Interactive Brokers Group 22% $TDG TransDigm Group 16% $GIL Gildan Activewear 14% $GOOG Alphabet 10%"
X Link 2025-07-17T12:50Z [---] followers, [---] 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"
X Link 2025-07-17T20:39Z [---] followers, [--] engagements
"Here is the list of top [--] positions. They also have smaller positions in LVMH $MC CCC Intelligent Solutions $CCCS and Airbnb $ABNB [--] companies I also have in my Guru Gems portfolio"
X Link 2025-07-17T20:39Z [---] followers, [---] 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. https://oakmark.com/wp-content/uploads/sites/3/documents/Oakmark-Global-Select-Fund-Commentary-06-30-2025_v3F.pdf"
X Link 2025-07-21T10:33Z [---] followers, [---] engagements
"❓Is Copart $CPRT a buy 🚘 Copart a global leader in online car auctions is generally seen as a high-quality company with a strong moat. 📉 The stock price declined nearly 25% over the past [--] months 💰But it might not be a bargain yet as the EV/EBIT ratio suggests a valuation in line with its historical average http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard"
X Link 2025-08-11T19:31Z [---] followers, [---] engagements
"💎 Triple Frond Partners manages a concentrated portfolio of [--] high-quality long-term investments 🚨 They just released their Q2 positions with only [--] activities: -Added to Meta Platforms $META and CCC Intelligent Solutions $CCCS -Reduced TransDigm Group $TDG Great to see the increase in $CCCS as I recently added it to the Guru Gems portfolio 👉 http://gurugems.org/p/the-akre-way https://twitter.com/i/web/status/1955748312155611569 http://gurugems.org/p/the-akre-way https://twitter.com/i/web/status/1955748312155611569"
X Link 2025-08-13T21:48Z [---] followers, [---] engagements
"🩴 Crocs Inc $CROX currently ranks very high based on Joel Greenblatts Magic Formula: - Good: ROCE 5yr 32.5% - Cheap: EV/EBIT [---] I just added it to my Magic Portfolio. I will share the other [--] additions in my upcoming newsletter http://gurugems.org/p/the-magic-portfolio http://gurugems.org/p/the-magic-portfolio"
X Link 2025-08-15T21:03Z [---] followers, [---] engagements
"1. Sustainably high return on invested capital [--]. Excellent shareholder-friendly management [--]. Bargain valuation at time of acquisition 👆 Peter Keefes investment filters -He recently purchased Amrize $AMRZ a spinoff of global cement maker Holcims North American business -Amrize also saw significant insider buying over the past weeks. http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard"
X Link 2025-08-16T13:18Z [---] followers, [---] engagements
"💎 Legendary investor Bill Nygren added Molina Healthcare $MOH to the Oakmark Select Fund portfolio during Q2 opportunity to purchase shares in a best-in-class managed care company at depressed valuation $MOH is one of the three stocks I just added to my Magic Portfolio following Joel Greenblatts Magic Formula (Good & Cheap) Read my latest update to learn how the first batch of Magic Stocks have performed and which others have been added: 👉 http://gurugems.com/p/the-magic-portfolio-round-2 http://gurugems.com/p/the-magic-portfolio-round-2"
X Link 2025-08-18T15:15Z [---] 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 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
"Peter Keefe & Christopher Tsai = same philosophy: 💎 Few great ideas Hold long term Resist activity. Two Gurus one timeless lesson: 📌 Long-term compounding wins. $AMT $MKL $AMZN $MSFT $ORLY $QXO $TSLA $AAPL $AMZN $MKL $META http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard"
X Link 2025-09-04T14:14Z [---] followers, [---] engagements
"I started Guru Gems exactly [--] months ago. Here are ten lessons Ive learned so far from investing masters: And here is what the Guru Gems portfolio looks like: -Alphabet $GOOGL $GOOG (+53%) is my ultimate gem -Magnera $MAGN (-13%) and Airbnb $ABNB (-6%) are my top detractors http://gurugems.org/p/portfolio-update-4-staying-the-course http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/portfolio-update-4-staying-the-course http://gurugems.org/p/10-timeless-lessons-from-10-gurus http://gurugems.org/p/portfolio-update-4-staying-the-course"
X Link 2025-09-15T13:34Z [---] followers, [---] engagements
"Rich Pzena is the founder and co-CIO of Pzena Investment Management a deep value firm His top [--] 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. http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy"
X Link 2025-09-22T14:28Z [---] followers, [---] engagements
"Terry Smith is a legendary investor with a very simple framework [--]. Buy good companies [--]. Dont overpay [--]. Do nothing Below is a fantastic interview on the Richer Wiser Happier podcast $META $SYK $IDXX $OR $GOOG $GOOGL Nobody I've interviewed on the #RicherWiserHappier podcast made me laugh more than the great British investor Terry Smith. Here's one of my favorite clips from our conversation. For the full interview: https://t.co/kwIFFVR1tW https://t.co/HyA680q73C Nobody I've interviewed on the #RicherWiserHappier podcast made me laugh more than the great British investor Terry Smith. Here's"
X Link 2025-09-28T04:47Z [---] followers, [---] engagements
"Copart $CPRT is down 20% over the past [--] months as recent results showed slower growth. ❔Buying 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. http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-keefe-standard"
X Link 2025-09-29T14:53Z [---] followers, [---] engagements
"Goldman Sachs raised their price target for LVMH $LVMH $MC signs of recovery in the Chinese market and LVMHs continued investments during the downturn F1 partnership and new retail concepts. LVMH was the first stock added to the Guru Gems portfolio and both Terry Smith and Akre Capital still own it. Q3 earnings coming up later this month 👀"
X Link 2025-10-01T11:27Z [---] followers, [---] engagements
"Small Cap Health Care looking ready to outperform Joel Greenblatts Magic Formula screener (high ROC low EV/EBIT) confirms this with many small cap pharma and biotech on the list $ATRA $BTMD $CPRX $CTMX $HRMY $INVA $MD $PBYI $RIGL $SIGA Are you thinkin' what I'm thinkin' https://t.co/GURdq39gdP Are you thinkin' what I'm thinkin' https://t.co/GURdq39gdP"
X Link 2025-10-02T13:27Z [---] followers, [---] engagements
"@fiscal_ai Great listfrom these [--] companies there is [--] that currently meets Joel Greenblatts Magic Formula criteria of good and cheap: $HRB has a 5yr ROCE of 36% and a EV/EBIT of 9x"
X Link 2025-10-02T22:42Z [---] followers, [---] engagements
"H&R Block $HRB is one of the three latest additions to my Magic Portfolio -High ROCE & ROIC (good) -Low EV/EBIT 9x (cheap) -They also reduced their shares outstanding by more than 50% over the past [--] years http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3"
X Link 2025-10-03T07:43Z [---] followers, [--] 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 http://gurugems.org/p/the-lawrence-method https://youtu.be/zWrqeKXyslEsi=8yjt7Mas1IIvqoh_ http://gurugems.org/p/the-lawrence-method https://youtu.be/zWrqeKXyslEsi=8yjt7Mas1IIvqoh_"
X Link 2025-10-08T01:42Z [---] followers, [---] 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 2025-10-10T01:27Z [---] followers, [---] engagements
"@chitchatstocks @fiscal_ai With a 3yr ROIC of 25% and EV/EBIT of 6.2x $CROX is also on Greenblatts Magic Formula screener of Good and Cheap"
X Link 2025-10-10T01:52Z [---] followers, [---] engagements
"Im considering adding $CSU to the Guru Gems portfolio as the current dip represents a great opportunity to buy a wonderful company at a more favorable price. http://gurugems.org http://gurugems.org"
X Link 2025-10-10T14:46Z [---] followers, [---] engagements
"@BaldInvesting Great videoand nice job with the dashboard I recently added $CROX to my Magic Formula portfolio as it satisfied Joel Greenblatts Magic Formula http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3"
X Link 2025-10-12T11:23Z [---] followers, [---] engagements
"4 stocks from super investors portfolios that are down more than 25% from their 52w-high $LEN -36% (Berkshire Oakcliff) $CPRT -32% (Akre Capital Tsai Capital) $ZTS -28% (Fundsmith Wedgewood) $CSU -26% (Akre Capital Giverny) Which one are you buying"
X Link 2025-10-14T13:48Z [---] followers, [---] 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. https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf"
X Link 2025-10-15T07:37Z [---] followers, [---] engagements
"@fiscal_ai $IBKR is a fantastic business. I recently wrote about it in my deep dive on Bryan Lawrence who has outperformed the market by a wide margin by building a concentrated portfolio of exceptional businesses http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-10-16T23:15Z [---] followers, [---] engagements
"I recently wrote about Bryan Lawrence a very successful investor who runs a concentrated portfolio $IBKR is his largest position - he first bought it in [----] 👉 http://gurugems.org/p/the-lawrence-method Interactive Brokers Q3 Results Commission Revenue +23% Net Interest Income +21% Pre-Tax Income +44% EPS +40% Customer Accounts +32% $IBKR: +2.4% after hours https://t.co/CWwa3ifLuO http://gurugems.org/p/the-lawrence-method Interactive Brokers Q3 Results Commission Revenue +23% Net Interest Income +21% Pre-Tax Income +44% EPS +40% Customer Accounts +32% $IBKR: +2.4% after hours"
X Link 2025-10-17T04:34Z [---] followers, [---] engagements
"Wedgewood Partners on Copart $CPRT a multiple that has become increasingly more attractive"
X Link 2025-10-17T12:46Z [---] followers, [---] engagements
"Pzena Investment Management update on Baxter $BAX transitory issues .used this an opportunity to increase our postion we think its extremely attractive at these levels its trading at [--] times earnings http://gurugems.org/p/the-pzena-philosophy https://youtu.be/z16_COA0adcsi=kxwKo9DYOr7Ngx9r http://gurugems.org/p/the-pzena-philosophy https://youtu.be/z16_COA0adcsi=kxwKo9DYOr7Ngx9r"
X Link 2025-10-18T02:10Z [---] followers, [---] 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 70% in [--] years. Read more in my deep-dive 👉 http://gurugems.org/p/the-pzena-philosophy Pzena Investment Management update on Baxter $BAX transitory issues .used this an opportunity to increase our postion we think its extremely attractive at these levels its trading at [--] times earnings https://t.co/YkLir3SPfs https://t.co/9ZzZXbT5mn https://t.co/axVc80WfLm http://gurugems.org/p/the-pzena-philosophy Pzena Investment Management update"
X Link 2025-10-18T08:22Z [---] followers, [---] engagements
"@fiscal_ai $IBKR is a wonderful business. I recently wrote about it in my deep dive on Bryan Lawrence and Oakcliff who have held $IBKR since [----] and is now more than 20% of their portfolio http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-10-18T23:46Z [---] followers, [----] engagements
"$LVMH $MC shares had their best day in over two decades on Wednesday following the release of Q3 earnings LVMH was the first stock I added [--] months ago to my Guru Gems portfolio following Akre Capital and Terry Smiths Fundsmith http://gurugems.org/p/portfolio-update-5-adding-a-new-gem http://gurugems.org/p/portfolio-update-5-adding-a-new-gem"
X Link 2025-10-19T09:05Z [---] followers, [---] engagements
"@fiscal_ai $CSU shares have compounded at more than 30% since its IPO in 2006wonderful company and the current 25% drawdown could be an attractive entry point http://gurugems.org/p/portfolio-update-5-adding-a-new-gem http://gurugems.org/p/portfolio-update-5-adding-a-new-gem"
X Link 2025-10-19T23:00Z [---] followers, [---] engagements
"@fiscal_ai Bryan Lawrence who holds a concentrated portfolio of exceptional businesses has been holding $IBKR since [----]. Thats why I believe it pays to closely follow these long-term investing masters http://gurugems.org/p/the-lawrence-method http://gurugems.org/p/the-lawrence-method"
X Link 2025-10-19T23:07Z [---] followers, [---] engagements
"@fiscal_ai $CROX not only has a cheap valuation but also a high ROIC and buyback yield. I recently added it to my Magic Formula Portfolio http://gurugems.org/p/the-magic-portfolio-round-3 http://gurugems.org/p/the-magic-portfolio-round-3"
X Link 2025-10-22T23:54Z [---] followers, [---] engagements
"I recently added $CSU to my Guru Gems portfolio taking advantage of the 25%+ decline which is an attractive entry point for a high-quality compounder Insiders are also buying 👇 http://gurugems.org/p/portfolio-update-5-adding-a-new-gem Constellation Software Inc $CSU.TO insiders have been buying https://t.co/ElrE07skSL http://gurugems.org/p/portfolio-update-5-adding-a-new-gem Constellation Software Inc $CSU.TO insiders have been buying https://t.co/ElrE07skSL"
X Link 2025-10-23T23:43Z [---] followers, [---] engagements
"@dividendology Added $CSU to the portfolio and also looking closely at $CPRT"
X Link 2025-10-23T23:56Z [---] followers, [---] engagements
"2 big moves in my Magic Formula Portfolio 1/ $MOH: -17% on lower than expected earnings and cutting guidance for 3rd time 2/ $HRMY: +13% on strong preliminary Q3 results Good reminder that Magic Formula is supposed to work on average and so recommended to hold 20-30 stocks"
X Link 2025-10-24T09:27Z [---] followers, [---] 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 70% in [--] years. Read more in my recent deep-dive http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy"
X Link 2025-10-26T00:00Z [---] followers, [--] engagements
"@fiscal_ai $KNSL is a great company. Investing master Franois Rochon has started building a position since [----]. Its on my Guru Gems watchlist and its currently down 20% from its 52-w highcould be a great time to pick it up"
X Link 2025-10-26T22:36Z [---] followers, [---] engagements
"Norbert Lou on concentration: In college I had seen a study that said a portfolio of six to eight stocks could get you most of the statistical benefits of diversification Read more in my latest Guru deep-dive 👉 $PYPL $CROX http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-10-27T04:36Z [---] followers, [---] engagements
"@fiscal_ai 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 http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-10-28T22:54Z [---] followers, [----] engagements
"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 👇 http://gurugems.org/p/the-pzena-philosophy http://gurugems.org/p/the-pzena-philosophy"
X Link 2025-10-31T08:10Z [---] followers, [----] engagements
"Small caps now trade near record-low valuations relative to large caps at roughly [---] the large-cap P/E multiple a level seen only twice in [--] years. Chart from Pzena Investment Management. Read more in my latest newsletter 👉 http://gurugems.org/p/the-small-cap-cycle http://gurugems.org/p/the-small-cap-cycle"
X Link 2025-11-06T01:22Z [---] followers, [--] engagements
"I recently added $ABNB to my Guru Gems portfolio Read my deep-dive on investing legend Bill Nygren and why he believes $ABNB is undervalued 👉 http://gurugems.org/p/the-nygren-edge Airbnb changed the travel industry forever. In [----] Airbnb generated less revenue than Marriott Hilton and Hyatt. Today Airbnb generates nearly as much as all [--] of them combined. $ABNB $MAR $HLT $H https://t.co/1zJDqEeEMO http://gurugems.org/p/the-nygren-edge Airbnb changed the travel industry forever. In [----] Airbnb generated less revenue than Marriott Hilton and Hyatt. Today Airbnb generates nearly as much as all"
X Link 2025-11-09T22:36Z [---] followers, [--] engagements
"Samantha McLemores Patient Capital Management believes $QXO stock has the potential to double in [--] years Christopher Tsai who looks for high-quality growth companies has nearly 20% of his portfolio in $QXO Read more on Tsai in my recent deep-dive 👇 http://gurugems.org/p/the-tsai-thesis http://gurugems.org/p/the-tsai-thesis"
X Link 2025-11-10T08:45Z [---] followers, [----] engagements
"@fiscal_ai In their recent Q3 commentary Akre Capital Management wrote that they have no fundamental concerns about Constellation Software or its position size in the portfolio (they had a 10%+ position) Could be a great opportunity to pick up $CSU at a more reasonable price"
X Link 2025-11-12T00:07Z [---] followers, [----] engagements
"John Armitage co-founder of Egerton Capital has beaten the index by 7% per year over [--] years They just released their 13F (positions on [--] Sep) -Sold full $GOOG and $GE position -Added significantly to $BSX $V $AMZN $APH 👉 http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach"
X Link 2025-11-12T23:23Z [---] followers, [---] engagements
"@fiscal_ai $CROX is still highly ranked in the Magic Formula screener: Good (3yr ROCE 26%) and cheap (EV/EBIT 6.2). Plus an ongoing share repurchase program which is probably what got Norbert Lou interested as well: http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-11-13T00:37Z [---] followers, [---] engagements
"Copart $CPRT is 36% below its 52-w high. Peter Keefe strongly believes $CPRT is an 'inherently superior business' and it was the only top-10 position he increased in Q3 Good time to buy Read more on Peter Keefe and his investment philosophy 👇 👉 http://gurugems.org/p/the-keefe-standard http://gurugems.org/p/the-keefe-standard"
X Link 2025-11-13T07:13Z [---] followers, [----] engagements
"Akre Capital significantly increased its $FICO position probably taking advantage of the 52-w low in August. Copart $CPRT (currently down 36% from its 52-w high) is the only other name with a significant increase Read more on the Akre philosophy: 👉 http://gurugems.org/p/the-akre-way Copart $CPRT is 36% below its 52-w high. Peter Keefe strongly believes $CPRT is an 'inherently superior business' and it was the only top-10 position he increased in Q3 Good time to buy Read more on Peter Keefe and his investment philosophy 👇 👉 https://t.co/MMwfBWtqmF https://t.co/mtO70BicM9"
X Link 2025-11-14T02:58Z [---] followers, [---] engagements
"@Lc01575970 @realroseceline They actually own some LVMH (3%) - French company so not showing up on the 13F. $CSU also a very big position which is not showing on the 13F https://www.akrefund.com/fund-summary/ https://www.akrefund.com/fund-summary/"
X Link 2025-11-14T13:55Z [---] followers, [---] engagements
"Berkshire finally bought Alphabet $GOOGL - the only new position they added in Q3 Maybe they read Guru Gems and realized that Alphabet is the ultimate Gem 😅 👉 http://gurugems.org/p/is-alphabet-the-ultimate-guru-gem In April when many feared that Alphabet had lost relevance in AI I added $GOOGL to the Guru Gems portfolio Inspired by Franois Rochon who bought Google in [----] when many feared they would not be able to dominate in mobile $GOOG is now up 80%() since I bought it http://gurugems.org/p/is-alphabet-the-ultimate-guru-gem In April when many feared that Alphabet had lost relevance in AI"
X Link 2025-11-14T22:24Z [---] followers, [---] engagements
"💎 Norbert Lou further increased his $CROX position and also bought Fiserv $FISV 🩴 $CROX still ranks very high in the Magic Formula screener: - Good: 3yr ROCE 26% - Cheap: EV/EBIT [---] Read more 👉 http://gurugems.org/p/norbert-lou-the-punch-card-mindset 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 👉 https://t.co/Kmx9WlX20N https://t.co/nqxFOY0I2V http://gurugems.org/p/norbert-lou-the-punch-card-mindset Buybacks"
X Link 2025-11-14T22:50Z [---] followers, [----] engagements
"@WilliamGreen72 Congrats William Richer Wiser Happier is a fantastic bookIve re-read it multiple times since I first bought it in [----] and still getting new insights from it every time I read it"
X Link 2025-11-15T00:07Z [---] followers, [--] engagements
"5 names from my Guru Gems watchlist that are down more than 25% from their 52-w high 👀 Which one are you buying [--]. Copart $CPRT (Akre Capital / Wedgewood Partners / Tsai Capital) [--]. Zoetis $ZTS (Fundsmith / Wedgewood Partners) [--]. PayPal $PYPL (Punch Card / Wedgewood Partners) [--]. Lennar Corp $LEN (Oakcliff Capital / Berkshire) [--]. Kinsale Capital $KNSL (Giverny Capital) https://twitter.com/i/web/status/1989686031231455367 https://twitter.com/i/web/status/1989686031231455367"
X Link 2025-11-15T13:24Z [---] followers, [---] engagements
"Takeaways from Gurus latest 13Fs (Q3) [--]. ✂ Gurus are trimming the Mag7 and buying out-of-favor quality stocks [--]. 👀 Alphabet remains the ultimate Guru Gem even Berkshire joined the party $GOOGL [--]. 💎 What this means for the Guru Gems portfolio 👉 http://gurugems.org/p/key-takeaways-from-gurus-latest-13fs http://gurugems.org/p/key-takeaways-from-gurus-latest-13fs"
X Link 2025-11-16T11:12Z [---] followers, [---] engagements
"Subscribe to my free weekly newsletter for more insights on long-term investing masters and their portfolios http://gurugems.org http://gurugems.org"
X Link 2025-11-17T00:48Z [---] followers, [--] engagements
"I recently added $CSU to my Guru Gems portfolio taking advantage of the 25%+ decline which should be an attractive entry point for a high-quality compounder $CSU Constellation Software https://t.co/NUVbw54vGJ $CSU Constellation Software https://t.co/NUVbw54vGJ"
X Link 2025-11-17T11:44Z [---] followers, [---] engagements
"I recently added $MOH to my Magic Portfolio as it ranked very high on the Magic Formula screener Good: 3yr ROCE 24% Cheap: EV/EBIT [--] Lets hope Cassandra is right (on the peanut butter part at least) 👉 http://gurugems.org/p/the-magic-portfolio-round-4 Long MOH stock and Long PLTR puts like peanut butter and bananas. http://gurugems.org/p/the-magic-portfolio-round-4 Long MOH stock and Long PLTR puts like peanut butter and bananas"
X Link 2025-11-19T07:12Z [---] followers, [---] engagements
"Subscribe to my free weekly newsletter for more insights on long-term investing masters and their portfolios http://gurugems.org http://gurugems.org"
X Link 2025-11-20T22:10Z [---] followers, [--] engagements
"As Howard Marks would say: I think its essential to remember that just about everything is cyclical. Theres little Im certain of but these things are true: Cycles always prevail eventually. Nothing goes in one direction forever. 👆 http://gurugems.org/p/the-small-cap-cycle US small-cap stocks are struggling: The relative small-cap to large-cap 10-year annualized return fell to -4% in October the lowest since the late 1990s. Since the 1930s there have been only a few periods when small caps underperformed so severely including the 1950s the https://t.co/Epnn9yrOyE"
X Link 2025-11-22T00:49Z [---] followers, [--] engagements
"I really like the idea of Memorializing Your Mistakes Im currently finishing tomorrows Guru Gems newsletter - a review of The Intelligent Investor with Jason Zweigs [----] commentary Subscribe if you dont want to miss it 👆 $COF $META $AMAT http://gurugems.org/p/the-davis-discipline http://gurugems.org/p/the-davis-discipline"
X Link 2025-11-22T06:50Z [---] followers, [---] engagements
"Li Lu has 37% of his US stocks in Alphabet $GOOGL $GOOG Li Lu did not buy or sell a single share in Q3. Talk about patience. https://t.co/fige5vTU1x Li Lu did not buy or sell a single share in Q3. Talk about patience. https://t.co/fige5vTU1x"
X Link 2025-11-23T22:06Z [---] followers, [---] engagements
"John Armitage has beaten the index by 7% per year over [--] years Boston Scientific $BSX was Armitages most significant increase in Q3 I recently wrote a deep-dive on Armitage and his key investment principles 👇 $MSFT $AMZN $V $PGR $FERG $BSX $CRH http://gurugems.org/p/the-armitage-approach http://gurugems.org/p/the-armitage-approach"
X Link 2025-11-24T14:28Z [---] followers, [---] engagements
"Greenlight Capital Q3 [----] Letter Something has to give Very good read $NVDA $AAPL $GOOGL $MSFT $AMZN https://seekingalpha.com/article/4832026-greenlight-capital-q3-2025-letter https://seekingalpha.com/article/4832026-greenlight-capital-q3-2025-letter"
X Link 2025-11-25T01:03Z [---] followers, [---] engagements
"Great news for my Magic Portfolio $ANF http://gurugems.org/p/the-magic-portfolio-round-4 Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with 7% growth to last year." $ANF: +20% today https://t.co/nsH29lsHrb http://gurugems.org/p/the-magic-portfolio-round-4 Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with 7% growth to last year." $ANF: +20% today https://t.co/nsH29lsHrb"
X Link 2025-11-25T15:00Z [---] followers, [---] engagements
"Wall Street sees years of near-uninterrupted growth in all things AI. We in turn expect plenty of bumps and potholes along the way. Great letter from Wedgewood Partners well worth a read Touches on many of the points also covered in Burrys recent posts $NVDA $ORCL $AMZN"
X Link 2025-11-26T11:41Z [---] followers, [---] engagements
"Link to Wedgewood Partners Q3 letter: $NVDA $ORCL $AMZN $GOOGL $MSFT $META https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf"
X Link 2025-11-26T11:46Z [---] followers, [---] engagements
"This shows why fully relying on 13F filings can be misleading. Michael Burry shared that he has owned $JD for years but by switching between HK and NYSE it looked like he was in and out $JD $MELI"
X Link 2025-11-27T13:37Z [---] followers, [----] engagements
"New Guru Gems edition [--]. 📉 Is the market in a bubble [--]. 👀 Adding [--] Michael Burry favorites to the watchlist [--]. 💎 Alphabet is my first two-bagger [--]. Adding PayPal to the portfolio SUBSCRIBE FOR FREE 👇 👉 $GOOGL $PYPL $JD $MELI $MC http://gurugems.org/p/portfolio-update-on-bubble-fears http://gurugems.org/p/portfolio-update-on-bubble-fears"
X Link 2025-11-30T10:39Z [---] followers, [---] engagements
"Some interesting names in this list I added $ABNB to my Guru Gems portfolio a few months ago. Bill Nygren also sees $ABNB as a very strong business trading at an attractive valuation 👉 http://gurugems.org/p/the-nygren-edge [--] quality companies trading at their cheapest valuations ever: [--]. Airbnb $ABNB EV/EBIT: 22.6x https://t.co/QKzcWeWFTu http://gurugems.org/p/the-nygren-edge [--] quality companies trading at their cheapest valuations ever: [--]. Airbnb $ABNB EV/EBIT: 22.6x https://t.co/QKzcWeWFTu"
X Link 2025-11-30T14:30Z [---] followers, [---] engagements
"Here is the interview with Franois Rochon talking about $ORLY and a few other names $V $BRK $GOOG $META $RMD $BRO https://youtu.be/kRjB92Zgsdksi=PT46RRFX02z93OWN https://youtu.be/kRjB92Zgsdksi=PT46RRFX02z93OWN"
X Link 2025-12-02T01:54Z [---] followers, [---] engagements
"@fiscal_ai Copart $CPRT still a favorite for some great long-term investors (Akre Capital / Wedgewood Partners / Rockbridge Capital / Tsai Capital) Im considering adding it to the Guru Gems portfolio"
X Link 2025-12-03T22:33Z [---] followers, [---] engagements
"Recently added $PYPL to the Guru Gems portfolio and $CPRT is on the watchlist Here are the [--] worst performing stocks in the NASDAQ [---] this year. The Trade Desk: -66% Lululemon: -52% Charter: -42% Strategy: -37% Atlassian: -37% Copart: -32% PayPal: -29% Adobe: -27% Comcast: -27% Paychex: -20% $TTD $LULU $CHTR $MSTR $TEAM $CPRT $PYPL $ADBE $CMCSA $PAYX https://t.co/0Tbgfh2S44 Here are the [--] worst performing stocks in the NASDAQ [---] this year. The Trade Desk: -66% Lululemon: -52% Charter: -42% Strategy: -37% Atlassian: -37% Copart: -32% PayPal: -29% Adobe: -27% Comcast: -27% Paychex: -20%"
X Link 2025-12-03T22:36Z [---] followers, [---] engagements
"Get the Intelligent Investor checklist for free when you subscribe to Guru Gems I study the worlds best investors and build a real-money portfolio based on their wisdom. 💎 $GOOGL $CSU $MC $ABNB $PYPL $BAX $CCC $MAGN 👉 http://gurugems.org 🚨 New Guru Gems edition 🚨 Im digging into the Intelligent Investor - Revised Edition from [----] featuring commentary by financial journalist Jason Zweig. Read more and grab my free Intelligent Investor Checklist 📋 👇 https://t.co/Iq0Dm3z7wS 👆 https://t.co/ZaqDzZgU1w http://gurugems.org 🚨 New Guru Gems edition 🚨 Im digging into the Intelligent Investor"
X Link 2025-12-04T10:35Z [---] followers, [---] engagements
"@KobeissiLetter Maybe the bear case is that no one sees a bear case Howard Marks: In the 3rd stage after a period in which economic news has been great companies have reported soaring earnings stocks have appreciated wildly everyone concludes that things can only get better forever"
X Link 2025-12-04T14:11Z [---] followers, [----] engagements
"Interesting names. $CARR CEO just did a $1M stock purchase for the first time in [--] years $CSU I recently added to the Guru Gems portfolio York University Student Investment Fund (YUSIF) [----] stock pitches: Ryan Specialty $RYAN Carrier Global $CARR Constellation Software $CSU.to https://t.co/skx8e439po York University Student Investment Fund (YUSIF) [----] stock pitches: Ryan Specialty $RYAN Carrier Global $CARR Constellation Software $CSU.to https://t.co/skx8e439po"
X Link 2025-12-05T03:29Z [---] followers, [---] engagements
"I launched Guru Gems [--] months ago - [--] Gurus covered - [--] Gems in the portfolio - [--] on the watchlist - [--] Magic Formula stocks - [--] newsletters (1 every week) Much more coming Subscribe if you want to follow along 👇 👆 $GOOGL $MC $MAGN $PYPL $BAX http://gurugems.org http://gurugems.org"
X Link 2025-12-06T00:08Z [---] followers, [---] engagements
"@chitchatstocks @fiscal_ai $CROX still ranking very high on the Magic Formula screener -3yr ROCE 26% (Good) -EV/EBIT [---] (Cheap)"
X Link 2025-12-06T01:58Z [---] followers, [---] engagements
"S&P valuations are getting very stretched Some interesting charts from this Jensen Investment article $VOO $SPY $IVV https://www.jenseninvestment.com/financial-advisor/insights/ai-market-context/ https://www.jenseninvestment.com/financial-advisor/insights/ai-market-context/"
X Link 2025-12-06T12:39Z [---] followers, [--] engagements
"Airbnb $ABNB is trading close to its cheapest valuation despite growth in FCF Gross Booking Value Take rate In my deep-dive on investing master Bill Nygren I wrote why Nygren believes $ABNB is a very attractive opportunity 👇 👉 $ABNB http://gurugems.org/p/the-nygren-edge http://gurugems.org/p/the-nygren-edge"
X Link 2025-12-09T12:39Z [---] followers, [---] engagements
"@fiscal_ai This is probably what got Norbert Lou interested in $CROX and $PYPL"
X Link 2025-12-10T00:12Z [---] followers, [----] engagements
"Norbert Lou watched TGS-Nopec for [--] years before buying it when the opportunity presented itself $BRK $PYPL $CROX http://gurugems.org/p/norbert-lou-the-punch-card-mindset http://gurugems.org/p/norbert-lou-the-punch-card-mindset"
X Link 2025-12-11T08:16Z [---] followers, [---] engagements
"@BourbonCap Would be happy to keep $GOOGL $CSU $MC $ABNB $PYPL in my portfolio for two years"
X Link 2025-12-12T00:27Z [---] followers, [----] engagements
"Molina $MOH is down more than 40% YTD Bill Nygren believes the issues are temporary Michael Burry made it is his largest position personally Good time to buy I recently added $MOH to my Magic Formula portfolio 👆 http://gurugems.org/p/the-magic-portfolio-round-4 http://gurugems.org/p/the-magic-portfolio-round-4"
X Link 2025-12-13T02:37Z [---] followers, [---] engagements
"What I learned this week from investing masters $NVDA $CSCO $BAX 👇 http://gurugems.org/p/dec25-pzena http://gurugems.org/p/dec25-pzena"
X Link 2025-12-14T11:39Z [---] followers, [---] engagements
"Akre Focus Fund is guided by Akre Capitals Three-Legged Stool approach $MA $BN $CSU $KKR $V $MCO 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 2025-12-16T13:19Z [---] followers, [---] engagements
"@F_Compounders We follow a simple mission at Markel Group. We aspire to build one of the worlds great companies. Definitely a company to consider for long-term compounding. I recently did a deep-dive on Tom Gayner and Markel: http://gurugems.org/p/the-gayner-guidance-how-markel-became http://gurugems.org/p/the-gayner-guidance-how-markel-became"
X Link 2025-12-19T10:57Z [---] 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
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