Archive - Guru Gems

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

Are software stocks a buy?

Feb 22

Bill Ackman & The Pershing Square Playbook

UBER - A High-Conviction Compounder in Plain Sight

Feb 15

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

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

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

My 3 Favorite Investor Letters

Lots to learn from the best investor letters

Jan 18

Dev Kantesaria & The Valley Forge Way

FICO - Kantesaria's ultimate intersection of growth and predictability

Jan 11

3 Guru Gems Stocks I'm watching for 2026

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

Jan 4

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

The Magic Portfolio - Round 5

Adding 3 small-cap stocks to the Magic Formula Portfolio

Dec 21, 2025

2 Things I learned this week from Investing Masters

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

Dec 14, 2025

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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