Guru Gems

Guru Gems Archive

How it started

Apr 9 • Guru Gems

4

Portfolio Update March 2026 - My 'Podium of Errors'

A rough quarter, an honest look back

Apr 5

10

5

March 2026

Timeless Lessons from François Rochon

On HEICO, LVMH, Alphabet & The Art of Patience

Mar 29

9

2

10

3 Lessons from 'Stock Master Maestros'

+ Watchlist update: MOH, FICO, MELI, CPNG, MA

Mar 22

9

3

7

Adding ADBE, DECK, EVER to the Magic Formula Portfolio - Round 7

The Magic isn't working yet, but I'm sticking to the process

Mar 15

7

4

Sir Chris Hohn & The TCI Way

S&P Global — A Toll Booth on Global Finance

Mar 8

19

1

13

Portfolio Update February 2026 - Gains & Pains

Software stocks caught up in the SaaS massacre

Mar 1

7

7

February 2026

What Gurus are buying and selling - Q4 2025 13F updates

Are software stocks a buy?

Feb 22

8

8

Bill Ackman & The Pershing Square Playbook

UBER - A High-Conviction Compounder in Plain Sight

Feb 15

7

2

9

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

5

2

5

January 2026

Portfolio Update: More good news for Alphabet, More fear for Constellation Software

Updates on GOOGL, CSU, PYPL and adding a new Gem

Jan 25

8

2