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What Gurus are buying and selling - Q4 2025 13F updates
Are software stocks a buy?
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Norbert Lou - The Punch Card Mindset
Oct 26, 2025
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Dev Kantesaria & The Valley Forge Way
Jan 11
10
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13
The Lawrence Method
Jul 13, 2025
11
21
My 3 Favorite Investor Letters
Jan 18
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Recent posts
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Bill Ackman & The Pershing Square Playbook
UBER - A High-Conviction Compounder in Plain Sight
Feb 15
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Adding a new Gem & 2 Things I learned this week - 8 Feb 2026
Lessons from Howard Marks and the big software sell-off
Feb 8
5
5
Testing Joel Greenblatt's Magic Formula - Round 6
Adding a Small-Cap, a Mid-Cap, and a Large-Cap to my Magic Formula Portfolio
Feb 1
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Guru Gems
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.
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