Sunday, April 2, 2023

From Social Media Overnight: World's Best Investors, Top Holdings -- April 2, 2023

Link here.

  • Berkshire Hathaway: "everyone" knows this story.
  • Terry Smith: "probably the best quality investor in the world."
    • MSFT
    • Novo Nordisk
    • L'OrĂ©al
    • Pjhilip Morris
    • LVMH
  • Li Lu: "the Warren Buffett of China." Has achieved a return of 30% (!) per year since 1998.
    • Micron
    • Alphabet
    • BofA
    • BRK
    • AAPL
  • Bill Gates
    • owns no AAPL
  • Howard Marks: founder of Oaktree, the largest investor in distressed securities in the world. "Warren Buffett stated that he drops everything he's doing when Howard Marks publishes a new Memo."
    • Torm PLC
    • Chesapeake Energy
    • Vistra
    • Star Bulk Carriers
    • Sitio Royalties
  • Bill Ackman: over past five years, Ackman has generated a 17% annualized return vs the 10% AR for the S&P 500.
  • AKO Capital
  • Chuck Acre
    • MC
    • Moody's
    • American Tower
    • V
    • Constellation Software

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