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What Gurus are buying and selling - Q1 2026 13F updates
When two super investors make the exact opposite bet on Google and Microsoft
May 17
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Adding a new Gem & 2 Things I learned this week - 10 May 2026
Lessons from Paul Tudor Jones, Christopher Tsai, and a wide-moat compounder on sale
May 10
9
3
Most Moats Are an Illusion. Physics Tells Us Why
Physics for Investors, Issue 1: The second law of thermodynamics meets Buffett
May 3
9
3
8
April 2026
Adding LULU, EXEL, MAX to the Magic Formula Portfolio - Round 8
The Magic Formula Portfolio is back in the green!
Apr 26
8
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11
The Philosopher-Investor: Josh Tarasoff & The Self-Driving Way
On Endgames, Quality with a Capital Q, and an Investor Who Bought Amazon in 2011
Apr 19
11
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11
🎂 Guru Gems 1 Year Anniversary: 52 Weeks of Studying the Greats
What I learned from studying the world's best investors for a year
Apr 12
12
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6
Guru Gems Archive
How it started
Apr 9
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Guru Gems
6
1
Portfolio Update March 2026 - My 'Podium of Errors'
A rough quarter, an honest look back
Apr 5
10
6
March 2026
Timeless Lessons from François Rochon
On HEICO, LVMH, Alphabet & The Art of Patience
Mar 29
10
2
13
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
8
1
7
Sir Chris Hohn & The TCI Way
S&P Global — A Toll Booth on Global Finance
Mar 8
19
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15
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