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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
11
3
6
Supercooled Stocks: The Physics of the Value Trap
Physics for Investors, Issue 3: Ludwig Boltzmann and why cheap stocks can stay cheap
Sep 6
11
4
7
August 2026
Klarman’s Special Situation Stock + Portfolio & Watchlist Update
A closer look at Genuine Parts, a 52-week high in the portfolio, and why Rochon bought an air conditioning distributor
Aug 30
5
2
2
Magic Formula Round 11: 21% YTD Return
Still beating the S&P with zero AI names. Adding MO, BBW, BLBD
Aug 23
11
3
What Gurus are buying and selling - Q2 2026 13F updates
The Gurus' favorite stock is being trimmed — plus the toll booths they're buying instead
Aug 16
11
6
Seth Klarman & The Baupost Way
On downside protection, patience, and the art of not blowing up
Aug 9
15
15
🎉 Celebrating 500 Subscribers, Summer Reading & Giverny's Q2 Letter
A short summer edition: a giveaway to celebrate 500 subscribers, the best of the Guru Gems archive, and David Poppe on why quality is being left behind.
Aug 2
6
3
July 2026
A Mid-Year Look at the Guru Gems Portfolio & Alphabet's Historic Quarter
Guru Gems Mid-Year Report Card: Gems, Gaps & Google's First Cash Burn
Jul 26
10
5
Pzena at Halftime & A Fresh Look at Baxter (BAX)
Deep Discounts in Deep Value
Jul 19
9
9
The Lawrence Method, One Year Later & A Closer Look at Guidewire Software (GWRE)
On being wrong 30% of the time, and why I'm buying Guidewire
Jul 12
11
9
1 Year Magic Formula Portfolio: 18% Return - Round 10
The Magic Formula Portfolio returns +18% in its first year with zero AI stocks
Jul 5
7
11
June 2026
Warning Signs, Downside Protection, and a Salvage Yard
Lessons from Coldplay and Seth Klarman - and a fresh look at Copart
Jun 28
18
12
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