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[@guru_gems](/creator/twitter/guru_gems)
"Wedgewood Partners on Copart $CPRT a multiple that has become increasingly more attractive"  
[X Link](https://x.com/guru_gems/status/1979167184401162382) [@guru_gems](/creator/x/guru_gems) 2025-10-17T12:46Z XXX followers, XX 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 X times earnings"  
[X Link](https://x.com/guru_gems/status/1979369345882165344) [@guru_gems](/creator/x/guru_gems) 2025-10-18T02:10Z XXX followers, XXX engagements


"Terry Smith is a legendary investor with a very simple framework X. Buy good companies X. Dont overpay X. Do nothing Below is a fantastic interview on the Richer Wiser Happier podcast $META $SYK $IDXX $OR $GOOG $GOOGL"  
[X Link](https://x.com/guru_gems/status/1972161147739779112) [@guru_gems](/creator/x/guru_gems) 2025-09-28T04:47Z XXX followers, XXX 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"  
[X Link](https://x.com/guru_gems/status/1963606637891227929) [@guru_gems](/creator/x/guru_gems) 2025-09-04T14:14Z XXX followers, XXX engagements


"Copart $CPRT is down XX% over the past X 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"  
[X Link](https://x.com/guru_gems/status/1972676142382682493) [@guru_gems](/creator/x/guru_gems) 2025-09-29T14:53Z XXX followers, XXX engagements


"3 companies from the Guru Gems watchlist that are down more than XX% from their 52-week high 👀: X. Lennar Corp $LEN (Oakcliff Capital / Berkshire) X. Copart $CPRT (Akre Capital / Wedgewood Partners / Rockbridge Capital / Tsai Capital) X. Zoetis $ZTS (Fundsmith / Wedgewood Partners)"  
[X Link](https://x.com/guru_gems/status/1973026614025085385) [@guru_gems](/creator/x/guru_gems) 2025-09-30T14:06Z XXX followers, XXX engagements


"How to beat the market according to Bryan Lawrence Brilliant lecture on how to use a concentrated value strategy to beat the market. $IBKR $GIL $TDG $GOOG"  
[X Link](https://x.com/guru_gems/status/1975738585467998513) [@guru_gems](/creator/x/guru_gems) 2025-10-08T01:42Z XXX followers, XXX 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"  
[X Link](https://x.com/guru_gems/status/1976660550638797265) [@guru_gems](/creator/x/guru_gems) 2025-10-10T14:46Z XXX followers, XXX engagements


"Lennar Corp $LEN is down XX% over the last year Warren Buffetts Berkshire increased their position in Q2 as well as Bryan Lawrences Oakcliff ❔Buying opportunity for long-term investors I recently wrote about Oakcliff and their Lennar position 👉"  
[X Link](https://x.com/guru_gems/status/1977009586042552457) [@guru_gems](/creator/x/guru_gems) 2025-10-11T13:53Z XXX followers, XXX engagements


"4 stocks from super investors portfolios that are down more than XX% from their 52w-high $LEN -XX% (Berkshire Oakcliff) $CPRT -XX% (Akre Capital Tsai Capital) $ZTS -XX% (Fundsmith Wedgewood) $CSU -XX% (Akre Capital Giverny) Which one are you buying"  
[X Link](https://x.com/guru_gems/status/1978095516136210514) [@guru_gems](/creator/x/guru_gems) 2025-10-14T13:48Z XXX followers, XXX 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"  
[X Link](https://x.com/guru_gems/status/1978963093427220509) [@guru_gems](/creator/x/guru_gems) 2025-10-16T23:15Z XXX followers, XXX 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 2017 👉"  
[X Link](https://x.com/guru_gems/status/1979043235721875679) [@guru_gems](/creator/x/guru_gems) 2025-10-17T04:34Z XXX followers, XXX engagements


"Wedgewood Partners Q3 Client Letter Excellent letter with interesting updates on their core positions $GOOGL $META $MSFT $TSM $PYPL $BKNG + great insights on the current state of AI infrastructure spending Wall Street sees years of near-uninterrupted growth in all things AI. We in turn expect plenty of bumps and potholes along the way"  
[X Link](https://x.com/guru_gems/status/1978364495257796641) [@guru_gems](/creator/x/guru_gems) 2025-10-15T07:37Z XXX followers, XXX engagements


"Does Joel Greenblatts Magic Formula still work Thats what Im testing with my Magic Formula Portfolio. $RMNI $JAKK $SIGA $MOH $CPRX $CROX Im adding X names later this week. Subscribe for free if you dont want to miss it 👉"  
[X Link](https://x.com/guru_gems/status/1971055869275275290) [@guru_gems](/creator/x/guru_gems) 2025-09-25T03:35Z XXX followers, XXX engagements


"🪄 Does Joel Greenblatts Magic Formula still work Thats what Im testing with my Magic Portfolio ✨ $SIGA $RMNI $JAKK $MOH $CPRX $CROX $HRMY $ANF $HRB Subscribe for free to follow me on my journey: 👉"  
[X Link](https://x.com/guru_gems/status/1975908570907705803) [@guru_gems](/creator/x/guru_gems) 2025-10-08T12:58Z XXX followers, XXX engagements


"In short we have no fundamental concerns about Constellation Software or its position size in the portfolio. Akre Capital on their Constellation Software position $CSU"  
[X Link](https://x.com/guru_gems/status/1976459638704156934) [@guru_gems](/creator/x/guru_gems) 2025-10-10T01:27Z XXX followers, XXX engagements


"Rich Pzena buys companies when they look brokenthen waits for the rebound. Baxter $BAX is one of his latest bets: essential healthcare products but a stock down XX% in X years. Read more in my deep-dive 👉"  
[X Link](https://x.com/guru_gems/status/1979463043068367065) [@guru_gems](/creator/x/guru_gems) 2025-10-18T08:22Z XXX followers, XXX 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 2017 and is now more than XX% of their portfolio"  
[X Link](https://x.com/guru_gems/status/1979695592856256876) [@guru_gems](/creator/x/guru_gems) 2025-10-18T23:46Z XXX followers, 2564 engagements