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Guru Gems

I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios.

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PricingOnly free issuesPublishesWeekly
Issues71Founded2 years agoLast Issue3 days ago
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Latest Issues

Seth Klarman & The Baupost Way

“The only way to invest well long-term is to be differentiated from the crowd”

— Seth Klarman

In today’s edition:

👤 Guru in the spotlight: Seth Klarman
🛡 The six things Baupost does to protect capital
🫧 What Klarman says about to...

3 days ago
3

🎉 Celebrating 500 Subscribers, Summer Reading & Giverny's Q2 Letter

This week's edition is a short one as I am taking some time off. But there is still something to celebrate, plenty to read, and a good investor letter to unpack.

  • 🎉 Guru Gems is closing in on 500 subscribers: I’m giving away prizes!...
10 days ago
6

A Mid-Year Look at the Guru Gems Portfolio & Alphabet's Historic Quarter

In today’s update:

  • 💎 Guru Gems Portfolio — a mid-year look in the mirror

  • 🔍 Alphabet’s phenomenal, historic, confusing quarter

  • 📝 A quick word on⚕️ Baxter and 💸 PayPal

  • 📜 Wedgewood Partners: Are Hyperscalers still Magn...

17 days ago
10

Pzena at Halftime & A Fresh Look at Baxter (BAX)

Welcome back!

In today’s update

  • 🔭 Pzena’s Mid-year outlook for Value

  • 📈 Deep Discounts in Deep Value

  • ⚕️ Baxter - A closer look at one of my Guru Gems holding

New to Guru Gems? Start here.

Last week I revisited Bryan L...

24 days ago
8

The Lawrence Method, One Year Later & A Closer Look at Guidewire Software (GWRE)

For those of you that have been following Guru Gems for a while, you know that I am a big fan of the Richer Wiser Happier (RWH) podcast. A few weeks ago, William Green reshared clips from his interview with Bryan Lawrence, and the timing co...

a month ago
10

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  • Guru Gems

    Studying the world's best investors → Building 2 portfolios based on their wisdom → Sharing everything I learn | Weekly newsletter

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