- Berkshire Hathaway: "everyone" knows this story.
- Terry Smith: "probably the best quality investor in the world."
- MSFT
- Novo Nordisk
- L'Oréal
- 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
Sunday, April 2, 2023
From Social Media Overnight: World's Best Investors, Top Holdings -- April 2, 2023
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