Andrius BudnikasDavid Tepper Portfolio Q2 2025: Top Holdings and Major Shifts in Appaloosa’s Strategy
David Tepper, billionaire hedge fund manager and founder of Appaloosa Management LP, is one of the most influential investors on Wall Street.…
Li Lu Portfolio 2025: Himalaya Capital’s Bold Bet on Select Giants
Li Lu has built a career on patient, focused investing, taking a page from mentors Warren Buffett and Charlie Munger while shaping his own…
Howard Marks Portfolio 2025: Oaktree’s Q2 Defensive Hedging and Targeted Global Bets
Howard Marks, co-founder of Oaktree Capital Management, has built his reputation as one of the most influential voices in credit and value…
Peter Lynch Portfolio: Timeless Lessons from the Legendary Magellan Fund
Peter Lynch is often celebrated as one of the greatest stock pickers in financial history, not only for the extraordinary returns he achieved…
Warren Buffett Portfolio 2025: Berkshire’s Big Q3 Shift — Adds Alphabet, Cuts Apple and Bank of America
Warren Buffett’s six-decade career has redefined value investing and shaped how generations of investors think about risk, reward, and…
Dev Kantesaria Portfolio 2025: Valley Forge Capital’s Concentrated Masterclass in Compounding
In the world of equity hedge fund managers, size and diversification often dominate headlines. Ray Dalio’s Bridgewater and Ken Griffin’s…
John Paulson Portfolio 2025: Concentrated Bets on Gold and Biotech
John Paulson has built a reputation as one of the most prominent hedge fund managers of his generation, known for his legendary trade against…
Beyond Berkshire: Deconstructing the Charlie Munger Portfolio at Daily Journal (Q2 2025 Update)
The financial world lost a titan with the passing of Charlie Munger in late 2023. While he was widely known as the esteemed Vice Chairman of…
Chris Davis Portfolio: How a Value Investor Balances Patience and Precision (2Q 2025 Update)
Davis Selected Advisers, guided by portfolio manager Chris Davis, is one of the most enduring names in American asset management. The firm is…
Ray Dalio Portfolio 2025: Bridgewater’s Q2 Shift Toward AI and Away From China
Ray Dalio has spent nearly five decades refining an investment philosophy built on diversification, disciplined risk management, and the idea…
Mohnish Pabrai Portfolio 2025: Dalal Street’s Q2 Concentrated Old Economy Bets
Mohnish Pabrai, founder of Dalal Street LLC, is one of the most prominent disciples of Warren Buffett and Charlie Munger’s value investing…
Nick Sleep’s 10 Greatest Quotes From the Nomad Letters And the Thinking Behind Them
Nick Sleep is not a household name, yet in the world of long-term investing, few figures are more quietly revered. As the co-founder of the…
How Did Warren Buffett Get Rich? The Strategic Principles Behind a Self-Made Billionaire
When people hear the name Warren Buffett, they often think of billions in net worth and legendary quotes about patience, discipline, and…
What Is Nancy Pelosi Investing In? Inside the Portfolio Moves That Matter
Nancy Pelosi, former Speaker of the House and a long-serving member of Congress, has drawn significant attention from investors due to her…
Warren Buffett Investment Philosophy: Timeless Principles for Building Wealth
Buffett’s investment principles are more than just a strategy. They represent a mindset grounded in discipline, patience, and a deep…