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The Art of Value

Super Investors Just Bought These Small Caps

May 20, 2024
18:12

I survey some of the latest small cap stock portfolio buys of various super investors.

Timestamps:

00:27 David Einhorn: Green Brick Partners

02:09 Daniel Loeb: Cinemark Holdings

03:37 Lee Ainslie: Revolve Group

06:03 Bruce Berkowitz: Bank OZK 

08:20 Viking Global Investors: Reddit Inc

09:06 Glenn Welling: Portillo’s Inc

11:17 Bryan Lawrence: LGI homes Inc

13:08 Terry Smith: Oddity Tech Ltd

16:09 Greg Alexander: Rimini Street Inc


Related episodes:

Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM


Super Investor Portfolios: Small Cap Stock Buys  https://youtu.be/-SvrVWD37EE


Recommended investing book:

Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link): https://amzn.to/3WP4rlk


Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue


I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link):

https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581


AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS


Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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