Guru Gems
@guru_gems
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Studying the world's best investors → Building 2 portfolios based on their wisdom → Sharing everything I learn | Weekly newsletter: https://t.co/b7O0c0PcrV
Joined June 2024
I study investing masters and write about what I learn. I am also building out 2 portfolios to put my learnings into practice: 1️⃣ Guru Gems portfolio Can I build a portfolio that outperforms over the long term by cloning the best long-term investing masters? —> Portfolio of
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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 https://t.co/6m6GEnQ853 👆
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Subscribe to my free weekly newsletter for more insights on investing masters and their portfolios https://t.co/Djcjgh7qXD
gurugems.org
I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios. Click to read Guru Gems, a...
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“The strategy of putting all your eggs in one basket and watching that basket is less risky than you might think.” — Joel Greenblatt
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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 https://t.co/6m6GEnQ853 👆
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Norbert Lou watched TGS-Nopec for 7 years before buying it when the opportunity presented itself https://t.co/Kmx9WlX20N $BRK $PYPL $CROX
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Norbert Lou watched TGS-Nopec for 7 years before buying it when the opportunity presented itself https://t.co/Kmx9WlX20N $BRK $PYPL $CROX
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💎 Markel’s $12B investment portfolio has compounded at 12.8% over the last five years, with very low turnover 📄 In my latest article I cover Tom Gayner’s investing philosophy and how Markel $MKL became a 250-bagger💰 https://t.co/F8JFND1ytp 👆 $BRK $GOOG $BN $AMZN
gurugems.org
On Patience & the Power of Playing the Long Game
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💎 Markel’s $12B investment portfolio has compounded at 12.8% over the last five years, with very low turnover 📄 In my latest article I cover Tom Gayner’s investing philosophy and how Markel $MKL became a 250-bagger💰 https://t.co/F8JFND1ytp 👆 $BRK $GOOG $BN $AMZN
gurugems.org
On Patience & the Power of Playing the Long Game
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Future share cannibal? Crocs has now reduced its total shares outstanding by 10.4% over the last 12 months. Current Buyback Yield: 13.9% $CROX
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Subscribe to my free weekly newsletter for more insights on investing masters and their portfolios https://t.co/Djcjgh7YNb
gurugems.org
I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios. Click to read Guru Gems, a...
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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 👇 👉 https://t.co/sgh417SmDm $ABNB
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Howard Marks on AI: "Since no one can say definitively whether this is a bubble, I'd advise that no one should go all-in without acknowledging that they face the risk of ruin if things go badly. But by the same token, no one should stay all-out & risk missing out on one of the
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Subscribe to my free weekly newsletter for more insights on investing masters and their portfolios https://t.co/Djcjgh7YNb
gurugems.org
I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios. Click to read Guru Gems, a...
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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 👇 👉 https://t.co/sgh417SmDm $ABNB
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💎 New Guru Gems edition! The Gayner Guidance: How Markel Became a 250-bagger $MKL On Patience & the Power of Playing the Long Game 👉 https://t.co/F8JFND1ytp
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This is a great finance class by Burry on stock-based compensation (SBC) Burry explains how SBC are dilutive for shareholders and how the buybacks to offset this SBC have a negative impact on intrinsic value. He argues that true “owners’ earnings” are actually much lower than
The Tragic Algebra of Stock-Based Compensation. Part 2 of my response to Nvidia’s talking points sent to its Wall Street analysts to rebut my arguments. I make an example of Nvidia because, frankly, they make a really good example. https://t.co/lLUZYDD4bU
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H&R Block $HRB provides tax preparation services in the US, Canada and Australia. The stock is down 20% YTD and I recently added it to the Magic Formula portfolio. 👇 👉 https://t.co/6m6GEnQ853 $CROX $HRMY $ANF $CCSI $LNTH $YELP
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H&R Block $HRB provides tax preparation services in the US, Canada and Australia. The stock is down 20% YTD and I recently added it to the Magic Formula portfolio. 👇 👉 https://t.co/6m6GEnQ853 $CROX $HRMY $ANF $CCSI $LNTH $YELP
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This is a great finance class by Burry on stock-based compensation (SBC) Burry explains how SBC are dilutive for shareholders and how the buybacks to offset this SBC have a negative impact on intrinsic value. He argues that true “owners’ earnings” are actually much lower than
The Tragic Algebra of Stock-Based Compensation. Part 2 of my response to Nvidia’s talking points sent to its Wall Street analysts to rebut my arguments. I make an example of Nvidia because, frankly, they make a really good example. https://t.co/lLUZYDD4bU
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Not a single change in the top 10 of Markel’s Q3 portfolio They buy high quality companies and let them compound for years, sometimes decades Read more on Markel $MKL and Tom Gayner in my latest Guru Gems deep-dive 👇 👉 https://t.co/F8JFND1ytp $BRK $GOOG $BN $AMZN $DE $HD $V
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