Guru Gems | Substack

Guru Gems Archive

Library of all Guru Gems posts and portfolio updates

Apr 9 • Guru Gems

18 Months of Guru Gems: An Honest Report Card & a New Gem

Lagging the Market, Holding Cash & Buying Visa.

Oct 4

Magic Formula Round 12: 13% YTD Return

Two names get an extra year. The only new buy is Bath & Body Works (BBWI)

Sep 27

3 Under-the-Radar Guru Stocks

Q2 names nobody wrote about: Builders FirstSource, Sea Limited and Becton Dickinson

Sep 20

The Grove of Titans and Copart Goes Shopping

Chris Begg on the nine companies he owns, and why Copart just bought ACV Auctions

Sep 13

Most Popular

Norbert Lou - The Punch Card Mindset

Oct 26, 2025

Sir Chris Hohn & The TCI Way

Mar 8

Seth Klarman & The Baupost Way

Aug 9

Dev Kantesaria & The Valley Forge Way

Jan 11

Guru Gems

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