[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@guru_gems](/creator/twitter/guru_gems) "Wedgewood Partners Q2 Client Letter Interesting deep-dive on a new position: Zoetis $ZTS global leader in animal healthcare We believe that over the long term reality tends to win; high-quality businesses earn the valuations they deserve at some point and will outperform the broad market. We believe we have been given the opportunity to do this with Zoetis now"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945478887900594660) 2025-07-16 13:41:26 UTC XX followers, XXX engagements "💵 Chuck Akre is a legendary investor known for his three-legged stool 🪑 framework 💲 Akre Focus Fund top X holdings (30 Apr 25): $CSU Constellation Software XX% $MA Mastercard XX% $V Visa X% $BN Brookfield Corp. X% $MCO Moodys Corp. 8%"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1935698137177551122) 2025-06-19 13:56:14 UTC XX followers, XXX engagements "I recently wrote a deep-dive on Chuck Akres investment philosophy and why $CCCS made it in the portfolio Follow me for more insights on long-term investing masters or subscribe to my newsletter for weekly deep-dives 🙏"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946474111488006) 2025-07-17 20:39:28 UTC XX followers, XX engagements "In my latest newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945847584326627754) 2025-07-17 14:06:30 UTC XX followers, XX engagements "✴ Bill Nygren is a legendary investor who manages several funds at Harris Associates 💎 Oakmark Select Fund top XX holdings (31 Mar 25): $IQV IQVIA Holdings X% $GOOGL Alphabet X% $FCNCA First Citizens Bancshares X% $DE Deere & Co X% $PSX Phillips XX X% $KDP Keurig Dr Pepper X% $LAD Lithia Motors X% $SCHW Charles Schwab X% $PAYC Paycom Software X% $ABNB Airbnb 5%"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1939685960201154647) 2025-06-30 14:02:25 UTC XX followers, XXX engagements "1/ Constellation Software $CSU (13%) Constellation acquires manages and builds vertical market software (VMS) businesses that generally provide mission critical software solutions in particular markets. Its a business that has generated significant cash flows and revenue growth during the past years"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946442344132865) 2025-07-17 20:39:20 UTC XX followers, XX engagements "🚨 New Guru Gems edition ❇ Bryan Lawrence has outperformed the S&P XXX by a wide margin since inception of his fund - what can we learn from him 👉 💎 $IBKR $LEN"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945115642576953835) 2025-07-15 13:38:02 UTC XX followers, XX engagements "✨Chuck Akre is a legendary investor known for his three-legged stool framework 🔄 While he retired in 2020 the investment approach of the Akre Focus Fund remains the same. They just released their top XX holdings as of XX Jun 25"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946433309573354) 2025-07-17 20:39:18 UTC XX followers, XX engagements "Here is the list of top XX positions. They also have smaller positions in LVMH $MC CCC Intelligent Solutions $CCCS and Airbnb $ABNB X companies I also have in my Guru Gems portfolio"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946470336598219) 2025-07-17 20:39:27 UTC XX followers, XXX engagements "Oakmark Select Fund Q2 Commentary Super investor Bill Nygren writes about the funds top performer Alphabet $GOOGL $GOOG and how they further increased the Airbnb $ABNB position We believe the potential payoff from these AI investments across each of Alphabets business units remains underappreciated"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1946312375096791241) 2025-07-18 20:53:25 UTC XX followers, XX engagements "@fiscal_ai Interactive Brokers $IBKR is the largest position in Bryan Lawrences portfolio (22%). Lawrence is the founder of Oakcliff Capital and his concentrated quality approach has outperformed the market since inception of his fund"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945948169633726930) 2025-07-17 20:46:12 UTC XX followers, XXX engagements "Terry Smith (Fundsmith) and David Rolfe (Wedgewood Partners) two long-term investors looking for quality at reasonable prices both started positions in Zoetis during the first half of 2025 $ZTS"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945593596805001627) 2025-07-16 21:17:15 UTC XX followers, XX engagements "Since everyone is talking about Astronomer after the recent Coldplay concert what does this company actually do Astronomer is a private data infrastructure company - recently valued at $740M - that provides tools to help organisations manage and streamline complex data workflows. Its core offering is similar to Google Cloud Composer a managed service for Apache Airflow on Google Cloud $GOOGL $GOOG"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1946474092237930954) 2025-07-19 07:36:01 UTC XX followers, XXX engagements "3/ Visa $V (9%) Visa is the other company in the payment network duopoly and is the larger of the two. Visa has superior operating margins compared to Mastercard reflecting its better cost discipline and scale advantage"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946460710658133) 2025-07-17 20:39:24 UTC XX followers, XX engagements "Bryan Lawrence has outperformed the market by a wide margin since inception of his fund. His top X positions make up over XX% of the Oakcliff Capital portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet 10%"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945828407465345335) 2025-07-17 12:50:18 UTC XX followers, XXX engagements "2/ Mastercard $MA (12%) Mastercard needs no introduction. It is one of X companies dominating the processing of payment transactions and related products and services. Mastercard has continued to increase its revenues and operating margins over the past quarters"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1945946452020048019) 2025-07-17 20:39:22 UTC XX followers, XX engagements "✴ Bryan Lawrences vision with Oakcliff Capital is to build a concentrated portfolio of exceptional businesses and hold them for the long term. 💎 His top X positions make up XX% of the portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet XX% $NRP Natural Resource Partners 8%"  [@guru_gems](/creator/x/guru_gems) on [X](/post/tweet/1944832050021732489) 2025-07-14 18:51:08 UTC XX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@guru_gems
"Wedgewood Partners Q2 Client Letter Interesting deep-dive on a new position: Zoetis $ZTS global leader in animal healthcare We believe that over the long term reality tends to win; high-quality businesses earn the valuations they deserve at some point and will outperform the broad market. We believe we have been given the opportunity to do this with Zoetis now"
@guru_gems on X 2025-07-16 13:41:26 UTC XX followers, XXX engagements
"💵 Chuck Akre is a legendary investor known for his three-legged stool 🪑 framework 💲 Akre Focus Fund top X holdings (30 Apr 25): $CSU Constellation Software XX% $MA Mastercard XX% $V Visa X% $BN Brookfield Corp. X% $MCO Moodys Corp. 8%" @guru_gems on X 2025-06-19 13:56:14 UTC XX followers, XXX engagements
"I recently wrote a deep-dive on Chuck Akres investment philosophy and why $CCCS made it in the portfolio Follow me for more insights on long-term investing masters or subscribe to my newsletter for weekly deep-dives 🙏" @guru_gems on X 2025-07-17 20:39:28 UTC XX followers, XX engagements
"In my latest newsletter I lay out Lawrences concentrated quality approach and analyze his top position $IBKR" @guru_gems on X 2025-07-17 14:06:30 UTC XX followers, XX engagements
"✴ Bill Nygren is a legendary investor who manages several funds at Harris Associates 💎 Oakmark Select Fund top XX holdings (31 Mar 25): $IQV IQVIA Holdings X% $GOOGL Alphabet X% $FCNCA First Citizens Bancshares X% $DE Deere & Co X% $PSX Phillips XX X% $KDP Keurig Dr Pepper X% $LAD Lithia Motors X% $SCHW Charles Schwab X% $PAYC Paycom Software X% $ABNB Airbnb 5%" @guru_gems on X 2025-06-30 14:02:25 UTC XX followers, XXX engagements
"1/ Constellation Software $CSU (13%) Constellation acquires manages and builds vertical market software (VMS) businesses that generally provide mission critical software solutions in particular markets. Its a business that has generated significant cash flows and revenue growth during the past years" @guru_gems on X 2025-07-17 20:39:20 UTC XX followers, XX engagements
"🚨 New Guru Gems edition ❇ Bryan Lawrence has outperformed the S&P XXX by a wide margin since inception of his fund - what can we learn from him 👉 💎 $IBKR $LEN" @guru_gems on X 2025-07-15 13:38:02 UTC XX followers, XX engagements
"✨Chuck Akre is a legendary investor known for his three-legged stool framework 🔄 While he retired in 2020 the investment approach of the Akre Focus Fund remains the same. They just released their top XX holdings as of XX Jun 25" @guru_gems on X 2025-07-17 20:39:18 UTC XX followers, XX engagements
"Here is the list of top XX positions. They also have smaller positions in LVMH $MC CCC Intelligent Solutions $CCCS and Airbnb $ABNB X companies I also have in my Guru Gems portfolio" @guru_gems on X 2025-07-17 20:39:27 UTC XX followers, XXX engagements
"Oakmark Select Fund Q2 Commentary Super investor Bill Nygren writes about the funds top performer Alphabet $GOOGL $GOOG and how they further increased the Airbnb $ABNB position We believe the potential payoff from these AI investments across each of Alphabets business units remains underappreciated" @guru_gems on X 2025-07-18 20:53:25 UTC XX followers, XX engagements
"@fiscal_ai Interactive Brokers $IBKR is the largest position in Bryan Lawrences portfolio (22%). Lawrence is the founder of Oakcliff Capital and his concentrated quality approach has outperformed the market since inception of his fund" @guru_gems on X 2025-07-17 20:46:12 UTC XX followers, XXX engagements
"Terry Smith (Fundsmith) and David Rolfe (Wedgewood Partners) two long-term investors looking for quality at reasonable prices both started positions in Zoetis during the first half of 2025 $ZTS" @guru_gems on X 2025-07-16 21:17:15 UTC XX followers, XX engagements
"Since everyone is talking about Astronomer after the recent Coldplay concert what does this company actually do Astronomer is a private data infrastructure company - recently valued at $740M - that provides tools to help organisations manage and streamline complex data workflows. Its core offering is similar to Google Cloud Composer a managed service for Apache Airflow on Google Cloud $GOOGL $GOOG" @guru_gems on X 2025-07-19 07:36:01 UTC XX followers, XXX engagements
"3/ Visa $V (9%) Visa is the other company in the payment network duopoly and is the larger of the two. Visa has superior operating margins compared to Mastercard reflecting its better cost discipline and scale advantage" @guru_gems on X 2025-07-17 20:39:24 UTC XX followers, XX engagements
"Bryan Lawrence has outperformed the market by a wide margin since inception of his fund. His top X positions make up over XX% of the Oakcliff Capital portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet 10%" @guru_gems on X 2025-07-17 12:50:18 UTC XX followers, XXX engagements
"2/ Mastercard $MA (12%) Mastercard needs no introduction. It is one of X companies dominating the processing of payment transactions and related products and services. Mastercard has continued to increase its revenues and operating margins over the past quarters" @guru_gems on X 2025-07-17 20:39:22 UTC XX followers, XX engagements
"✴ Bryan Lawrences vision with Oakcliff Capital is to build a concentrated portfolio of exceptional businesses and hold them for the long term. 💎 His top X positions make up XX% of the portfolio: $IBKR Interactive Brokers Group XX% $TDG TransDigm Group XX% $GIL Gildan Activewear XX% $GOOG Alphabet XX% $NRP Natural Resource Partners 8%" @guru_gems on X 2025-07-14 18:51:08 UTC XX followers, XXX engagements