13F portfolio intelligence
Covering 73 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
Berkshire Hathaway
Warren Buffett
20 positions · $263.1B
Himalaya Capital
Li Lu
14 positions · $3.2B
H&H International Investment
Duan Yongping
12 positions · $20.0B
Pabrai Investment Funds / Dalal Street
Mohnish Pabrai
3 positions · $422.9M
Pershing Square Capital Management
Bill Ackman
10 positions · $13.7B
Appaloosa
David Tepper
20 positions · $5.9B
Fundsmith
Terry Smith
20 positions · $12.8B
Baupost Group
Seth Klarman
20 positions · $5.1M
Pabrai Investment Funds / Dalal Street · Mohnish Pabrai
Pabrai talks to Stig Brodersen, with the official summary showing highlights including the inside and outside scoreboard, metallurgical coal investing and when to sell stocks.
Interview
Pabrai Investment Funds / Dalal Street · Mohnish Pabrai
Pabrai's open Q&A for Dakshana students, official summary focuses on Karam Yogi mental models, deep desires, destiny, and cloning.
Public Q&A
Pabrai Investment Funds / Dalal Street · Mohnish Pabrai
Pabrai lectures on mental models at Columbia Business School's Heilbrunn Center, and the official summary mentions Buffett's early entrepreneurship, habit-forming children, and the "savior" in dilemmas.
Public speech
Pabrai Investment Funds / Dalal Street · Mohnish Pabrai
Pabrai discusses capital allocation mental models at the University of Nebraska Omaha, and the official summary mentions holding great businesses, when to sell, and a strong pursuit of quality.
Public speech
