Guru Gems
Subscribe
Sign in
Home
Leaderboard
About
Latest
Top
Discussions
Magic Formula Round 11: 21% YTD Return
Still beating the S&P with zero AI names. Adding MO, BBW, BLBD
Aug 23
5
2
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
8
10
🎉 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
8
8
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
8
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
Dennis Hong & ShawSpring's Ecosystem Control
On ecosystem lock-in, solving for ‘Hall of Fame’ returns, and the Korean Amazon
Jun 21
5
5
The Microphone Effect: Why a Few Businesses Get Stronger as They Grow
Physics for Investors, Issue 2: Norbert Wiener and the power of feedback loops
Jun 14
16
4
11
Adding Booking Holdings (BKNG) to the Magic Formula Portfolio - Round 9
Best performance since starting and now fully invested
Jun 7
12
1
8
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
