I survey some of the latest small cap stock portfolio buys of various super investors.
Timestamps:
00:27 David Einhorn: Green Brick Partners
02:09 Daniel Loeb: Cinemark Holdings
03:37 Lee Ainslie: Revolve Group
06:03 Bruce Berkowitz: Bank OZK
08:20 Viking Global Investors: Reddit Inc
09:06 Glenn Welling: Portillo’s Inc
11:17 Bryan Lawrence: LGI homes Inc
13:08 Terry Smith: Oddity Tech Ltd
16:09 Greg Alexander: Rimini Street Inc
Related episodes:
Warren Buffett: I’d Buy Small Caps if Starting Over Nowhttps://youtu.be/V7yAKXYXhDM
Super Investor Portfolios: Small Cap Stock Buys https://youtu.be/-SvrVWD37EE
Recommended investing book:
Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link): https://amzn.to/3WP4rlk
Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):
https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581
AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
