13F portfolio intelligence
Covering 3 active superinvestor firms, 13FGuru connects recent 13F position changes, 1-4 quarter capital consensus, and fresh public activity to surface potential trade ideas worth deeper research.
13F consensus engine
Watch the greats
Daily Journal Corporation
Charlie Munger
4 positions · $256.7M
Lindsell Train
Nick Train
16 positions · $2.6B
Eminence Capital
Ricky Sandler
0 positions · $0
Lindsell Train · Nick Train
The Lindsell Train insights page centrally publishes the investment views of Nick Train and the team, and can continuously track interviews, articles and public opinions.
Shareholder letter / fund letter
Daily Journal Corporation · Charlie Munger
Munger's last long CNBC interview before his death, reviewing Berkshire, Buffett, Daily Journal, scarce opportunities, patience, mistakes and life judgments, is key material for understanding his public views in his later years.
Interview
Daily Journal Corporation · Charlie Munger
The Daily Journal 2023 Annual Meeting features a Q&A hosted by Becky Quick, with Charlie Munger discussing the Daily Journal, Journal Technologies, Alibaba, BYD, Tesla, cryptocurrency, investing disciplines, and life lessons.
Shareholder meeting
Daily Journal Corporation · Charlie Munger
Daily Journal 2022 Annual Meeting Q&A Transcript, with Munger discussing China, Alibaba, inflation, banks, the software business, investment manager fees and rational judgment, is important context ahead of the 2023 Annual Meeting.
Public Q&A