Guru Gems

Key Takeaways from Gurus' latest 13Fs (Q3)

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

Nov 16

3

1

The Magic Portfolio - Round 4

Adding 3 new stocks to the Magic Portfolio

Nov 9

4

1

1

The Small-Cap Cycle

Why now may be a particularly interesting time for small caps

Nov 2

4

3

October 2025

Norbert Lou - The Punch Card Mindset

On punch cards, patience, and PayPal

Oct 26

4

2

4

Portfolio Update 5: Adding a new Gem

Guru Gems Portfolio monthly update - October 2025

Oct 19

1

1

The Armitage Approach

On concentration, conviction, and Capital One

Oct 12

3

1

5

3 Things I learned this week from Investing Masters

On Index Funds ,13Fs and Small-cap Healthcare

Oct 5

2

2

September 2025

The Magic Portfolio - Round 3

Adding 3 new stocks to the Magic Portfolio

Sep 28

3

3

The Pzena Philosophy

On buying deeply out-of-favor businesses and waiting for the rebound

Sep 21

4

7

Portfolio Update 4: Staying the Course with my Gems

Guru Gems Portfolio monthly update

Sep 14

3

2

10 Timeless Lessons from 10 Gurus

What I learned so far from studying the world’s long-term investing masters

Sep 7

5

1

8

August 2025

The Tsai Thesis

On the power of compounding and digital moats

Aug 31

5

6