Guru Gems Archive

How it started

Terry Smith / LVMH

Cloning the world's best investors

Guru Deep-dives

François Rochon / Alphabet (GOOGL)

Is Alphabet the ultimate Guru Gem?

Warren Buffett / Berkshire Hathaway (BRK)

The Berkshire Special

Joel Greenblatt / Magnera Corp (MAGN)

A Magic Formula

Chris Davis / Restaurant Brands International (QSR)

The Davis Discipline

Chuck Akre / CCC Intelligent Solutions (CCC)

The Akre Way

Peter Lynch [Book review]

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

Bill Nygren / Airbnb (ABNB)

The Nygren Edge

Bryan Lawrence / Interactive Brokers (IBKR)

The Lawrence Method

Howard Marks [Book review]

The Most Important Thing

Peter Keefe / Copart (CPRT)

The Keefe Standard

Christopher Tsai / Meta Platforms (META)

The Tsai Thesis

Rich Pzena / Baxter (BAX)

The Pzena Philosophy

John Armitage / Capital One Financial (COF)

The Armitage Approach

Norbert Lou / PayPal (PYPL)

Norbert Lou - The Punch Card Mindset

Tom Gayner / Markel (MKL)

The Gayner Guidance: How Markel became a 250-bagger

Dev Kantesaria / FICO

Dev Kantesaria & The Valley Forge Way

Bill Ackman / UBER

Bill Ackman & The Pershing Square Playbook

Chris Hohn / S&P Global (SPGI)

Sir Chris Hohn & The TCI Way

François Rochon / HEICO

Timeless Lessons from François Rochon

Guru Gems Portfolio Updates

Portfolio update #1

Portfolio update #2

Portfolio Update 3: Alphabet strongest performer

Portfolio Update 4: Staying the Course with my Gems

Portfolio Update 5: Adding a new Gem

Portfolio Update: On Bubble Fears, my First Two-Bagger, and my Chat with Michael Burry

Year-End Special: Giveaways + Portfolio Performance + Michael Burry's view on Alphabet

Portfolio Update: More good news for Alphabet, More fear for Constellation Software

Portfolio Update February 2026 - Gains & Pains

Portfolio Update March 2026 - My 'Podium of Errors'

Guru Portfolio Updates (13F Filings)

Guru portfolios update | Q1 2025

Gurus' Q2 Portfolios: My 2 Takeaways

Key Takeaways from Gurus' latest 13Fs (Q3)

What Gurus are buying and selling - Q4 2025 13F updates

Magic Formula Portfolio Updates

The Magic Portfolio

The Magic Portfolio - Round 2

The Magic Portfolio - Round 3

The Magic Portfolio - Round 4

The Magic Portfolio - Round 5

Testing Joel Greenblatt's Magic Formula - Round 6

Adding ADBE, DECK, EVER to the Magic Formula Portfolio - Round 7

Lessons Learned

What I learned This Week From Investing Masters

10 Timeless Lessons from 10 Gurus

3 Things I learned this week from Investing Masters

The Small-Cap Cycle

The Intelligent Investor (Reloaded) — And the Checklist Every DIY Investor Needs

2 Things I learned this week from Investing Masters

My 3 Favorite Investor Letters

Adding a new Gem & 2 Things I learned this week - 8 Feb 2026

3 Lessons from 'Stock Master Maestros'

Watchlist

3 Guru Gems Stocks I'm watching for 2026