Offshore
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Quiver Quantitative
BREAKING: Michael Burry just filed a portfolio update.
Full holdings up on Quiver. https://t.co/wAooWMJwQe
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BREAKING: Michael Burry just filed a portfolio update.
Full holdings up on Quiver. https://t.co/wAooWMJwQe
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Offshore
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Offshore
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Quiver Quantitative
BREAKING: George Soros just filed a holdings update.
He added approximately $153M of Google, $GOOGL, to his portfolio.
Full portfolio up on Quiver. https://t.co/wnM0L7fiNa
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BREAKING: George Soros just filed a holdings update.
He added approximately $153M of Google, $GOOGL, to his portfolio.
Full portfolio up on Quiver. https://t.co/wnM0L7fiNa
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Quiver Quantitative
BREAKING: Pershing Square just filed a portfolio update.
@BillAckman added about $188M of Nike to his portfolio. https://t.co/Kkk9vPeErk
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BREAKING: Pershing Square just filed a portfolio update.
@BillAckman added about $188M of Nike to his portfolio. https://t.co/Kkk9vPeErk
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Quiver Quantitative
BREAKING: Citadel just revealed a $65M position in Trump Media, $DJT.
They are now the largest hedge fund owner of the stock, per our estimates. https://t.co/PkxUlcP29v
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BREAKING: Citadel just revealed a $65M position in Trump Media, $DJT.
They are now the largest hedge fund owner of the stock, per our estimates. https://t.co/PkxUlcP29v
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Quiver Quantitative
BREAKING: Jane Street just filed a portfolio update.
The quant fund disclosed $850M in new Bitcoin ETF holdings: https://t.co/QLAeE5AKdh
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BREAKING: Jane Street just filed a portfolio update.
The quant fund disclosed $850M in new Bitcoin ETF holdings: https://t.co/QLAeE5AKdh
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Finding Compounders
The mistake that cost Charlie Munger $200 million!
In 1977, Charlie was offered 300 shares of Belridge Oil.
Charlie's comments on Belridge: " An idiot could have told you that there was no possibility of losing money and a large possibility of making money"
Charlie even exclaimed that this was the most undervalued stock he had seen in his life, as the market was valuing Belridge's oil reserves at 29c/barrel while the going rate was $5-6/ barrel.
Charlie bought those 300 shares at $15/share, however 3 days later he was offered 1500 more shares, which he declined to buy.
The reason for him declining had nothing to do with Belridge as a business, but was due to Charlie not wanting to go through the process of selling something to buy the stock.
If Charlie had gone through the minor inconvenience he would have made $5 487 000, when Belridge was bought by Shell.
Which he would have sunk into buying
Berkshire stock.
Oouchh!
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The mistake that cost Charlie Munger $200 million!
In 1977, Charlie was offered 300 shares of Belridge Oil.
Charlie's comments on Belridge: " An idiot could have told you that there was no possibility of losing money and a large possibility of making money"
Charlie even exclaimed that this was the most undervalued stock he had seen in his life, as the market was valuing Belridge's oil reserves at 29c/barrel while the going rate was $5-6/ barrel.
Charlie bought those 300 shares at $15/share, however 3 days later he was offered 1500 more shares, which he declined to buy.
The reason for him declining had nothing to do with Belridge as a business, but was due to Charlie not wanting to go through the process of selling something to buy the stock.
If Charlie had gone through the minor inconvenience he would have made $5 487 000, when Belridge was bought by Shell.
Which he would have sunk into buying
Berkshire stock.
Oouchh!
tweet
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Hidden Value Gems
Berkshire Hathaway 13F - Q4 ‘25
Just one new position $STZ
Reduced in $BAC $C $CHTR $NU
No change in $AAPL https://t.co/b1u5ydFjf6
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Berkshire Hathaway 13F - Q4 ‘25
Just one new position $STZ
Reduced in $BAC $C $CHTR $NU
No change in $AAPL https://t.co/b1u5ydFjf6
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Quiver Quantitative
Citadel just filed their quarterly portfolio update.
They added approximately 4.9M shares of GameStop, $GME, to their portfolio.
Full data up on Quiver: https://t.co/RsBhXuNXUs
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Citadel just filed their quarterly portfolio update.
They added approximately 4.9M shares of GameStop, $GME, to their portfolio.
Full data up on Quiver: https://t.co/RsBhXuNXUs
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