Guru Gems

Dev Kantesaria & The Valley Forge Way

FICO - Kantesaria's ultimate intersection of growth and predictability

6 hrs ago

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3 Guru Gems Stocks I'm watching for 2026

What Michael Burry, Bill Nygren, Bill Ackman and Christopher Tsai are buying

Jan 4

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December 2025

Year-End Special: Giveaways + Portfolio Performance + Michael Burry's view on Alphabet

How the portfolios finished 2025, what Michael Burry thinks of Alphabet, and a holiday gift for you.

Dec 28, 2025

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The Magic Portfolio - Round 5

Adding 3 small-cap stocks to the Magic Formula Portfolio

Dec 21, 2025

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2 Things I learned this week from Investing Masters

Look where others aren't looking: On deep value and bubbles

Dec 14, 2025

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The Gayner Guidance: How Markel became a 250-bagger

On Patience & the Power of Playing the Long Game

Dec 7, 2025

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November 2025

Portfolio Update: On Bubble Fears, my First Two-Bagger, and my Chat with Michael Burry

Guru Gems portfolio update November 2025

Nov 30, 2025

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The Intelligent Investor (Reloaded) — And the Checklist Every DIY Investor Needs

Revisiting the 'Classic of all Classics' with Jason Zweig

Nov 23, 2025

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Key Takeaways from Gurus' latest 13Fs (Q3)

Distinguishing signal from noise - Considering adding 2 names to the portfolio

Nov 16, 2025

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The Magic Portfolio - Round 4

Adding 3 new stocks to the Magic Portfolio

Nov 9, 2025

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The Small-Cap Cycle

Why now may be a particularly interesting time for small caps

Nov 2, 2025

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October 2025

Norbert Lou - The Punch Card Mindset

On punch cards, patience, and PayPal

Oct 26, 2025

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