Archive - Guru Gems

July 2025

June 2025

The Nygren Edge

Value Meets Growth in Airbnb

Jun 29

Peter Lynch: “Buy what you know” (but don’t stop there)

On tenbaggers and Labubu-dolls

Jun 22

On compounding machines and intelligent solutions

Jun 15

Portfolio update #2

Monthly update on the Guru Gems portfolio

Jun 8

May 2025

The Davis Discipline

On resiliency and durability

May 31 •

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