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hey everyone it's that great time of year when all the super investors have released what they've been buying and selling for the previous quarter so today i'm going to do a quite a quick video and try to get through about 15 different investors here so let's just get straight into it and don't worry about much of an introduction here you know about my channel if you haven't subscribed yet do so watch my other videos all that stuff eddie lampert brought into cerritage growth properties which other super investors have bought into in the past so good to see eddie lampet buying in as well looks like he bought it around 18 or so uh the prices actually come back a lot even further than i think it's about 14 or 15 as i'm recording this so interesting one there we'll add that to the watch list now we're having a look at third point investments from daniel loeb and the big one here is probably the buy into intel that's look 1300 increase so it's pretty much it's just like a new buy that he's bought a lot of intel and also looks like a company called sofi technologies i i don't know anything about this company i'll add it to my list to do a bit of research because he's got nearly four percent of the firm's uh holdings now in this company's sofi technologies now i'm having a look at dennis hong's portfolio over at spring partners and the interesting thing here is that he has sold out of match group which is tinder of course and some other dating websites um obviously they think it's overvalued and i probably agree with that and they've played a lot of that money back into aic interactive corp i been trying to do a bit of research in this company and i haven't got enough done yet to warrant a video but i'm getting to it and it's a very interesting company uh vimeo was something that was spun out of aic in the previous quarter that's actually not a new buy as such it's actually just um the spin out happening so let's move on to punch card management over at norbert with norbert lou so not many changes ever happen here with norbert luke but it's good to see that he has been adding to his position in naked wines naked wines i've just previously done a video on so please check that out if you want more information on that company it's a pretty interesting company all right then we go have a look at appaloosa management with david tepper and wow he has sold out of a huge amount of his positions i would say nearly looks like nearly all positions have been sold between 20 and 50 and that's look i know some of these these big hedge funds and things like that they take out like half a percent or something like that for their management fees each quarter but this isn't management fee related this is this is him putting putting money into cash essentially uh whether they're thinking of making a big purchase or something i i'm not sure but this is very interesting that is significant selling activity here from apple loser management they bought uber but like in comparison to the amount of stuff that they've sold that's that's irrelevant so yeah very interesting and then we go have a look at pershing square capital so this is bill ackman and no buyers here are selling down of lows um which was one of the biggest holdings in his portfolio but the other cells are probably just the management fee related lowes is the only significant cell here all right then we go look at chuck aker at acre capital management and again this is the these little 0.01 numbers here that's just um for management fees and things like that so don't don't read too much into that the probably the interesting buy here is topicus so um tomicas is on my list of companies that i want to do some do some research on it's a spin out of constellation software i've done a video on constellation software before so i'm going to add this back to the list and try to get into that at some point in the next few months i hope so this is seth clarkman and we've got a selling down of ebay and are buying into a company called just eat takeaway i i don't know what this is i think it's in the netherlands um but that's a new purchase there about five percent of the portfolio so that's something to add to the list as well maybe there's something interesting going on there then we've got chris hohn over at tci fund and the big one here is probably canadian national railway that's a it's probably quite a big purchase uh into this company he already held this but he's added quite a nearly 50 stake um 50 increase in this stake so canadian national railway don't know much about the company um i like railway companies generally warren buffett loves railway companies as well so maybe there's something here add it to the list as well okay pat dorsey at dorsey asset management now something to note here is he did sell down some of his facebook and alphabet stock i've actually done the same thing and i actually took the lead from pat dorsey a little bit here i think they were just getting a little overvalued and i had cheaper things i wanted to buy um the big purchases here well we'll get wix a pretty big addition to wix uh but walt disney is a new purchase for him so that's interesting that's now quite a large percentage of the portfolio into walt disney i will have a look at that too then we have berkshire hathaway so it actually had to weigh the top seven or eight stocks there's been no changes here uh there's been a few little like little adjustments a few cells a few buys like kroger was a bit of a buy general motors was a bit of a sell abbvie was a bit of a sell but i think the new buys here are a little bit interesting whether warren buffett's doing this himself i'm not sure but i do like that hitachi group hitachi corp mitsubishi in mitsui all japanese companies so he's obviously finding some value over in japan um and they've bought three new positions into three new companies so actually halfway doing some buying in japan pretty interesting i think then we go have a look at guy spear at aqua high speed doesn't make many changes very often at all like one or two a year i think but the the significant thing here is alibaba group and daily journal alibaba group in particular following the lead of monies per bride charlie munger and a handful of other guys as well investing into alibaba um for guy's spear to do this as well whether that's a clone or not i'm sure he's done the work uh guy spear definitely researches companies in detail so i would say that he thinks alibaba is was good buying back in q2 then we go have a look at actually monique's proprietor's portfolio and we see a little bit of a decline in this edelweiss financial services i assume he was probably freeing up some money to be buying alibaba and shiniken i have both of these companies in my portfolio now shinny ken is actually one of my largest alibaba's actually probably going to be my largest if my put options get assigned to me which is looking very likely at the moment alibaba that's a that's a big chunk uh fifty percent increase into the size of the alibaba position for monish prabrai um price is like a dollar a hundred and eighty dollars at the moment when i'm recording this so it's still going down so it's still cheap it's if you're interested in alibaba please do your work on it but there's a lot of buying activity going on with alibaba uh this is lilu now and the only change here is he has taken a bit off byd byd starting to get a bit overvalued from my perspective and i think lilu probably thinks the same thing so he's taking a little bit off the table here then we've got michael bury at cyan asset management and a few new buyers here that make up big pieces of the portfolio in discovery of intiv and geo group i think discovery is something interesting i'm going to add it to the list of something i want to look into a bit more uh and then there's a company down here called scorpio tankers now for those who follow my channel quite closely i love the oil tankers i have a i have a thesis that i'm waiting to play out in the oil tanker space michael barry has just added over 200 to his position scorpio tankers so that's interesting from my point of view um because he obviously thinks that the thesis is probably on the same track he thinks scorpio is the pick i like dht and tnk but look i like the fact that he's on board with scorpio 10 cause i didn't get to andrew rosenbloom's portfolio but greentown management is a very interesting company that he's just done a big write-up on and i'm going to do some digging into that company as well but we've got so seriously growth properties intel sofi aic naked wines topicus just eat takeaway canadian national railway disney then the japanese companies of berkshire hathaway alibaba i've already done a lot of videos on and stuff like that as well daily journal i probably should look into a bit more with charlie munger being the president there shining i've already got a big investment in that one already discovery is interesting scorpio tankers i know what the tanker thesis is so that's fine and like i said just before green town management so i hope you've enjoyed what the super investors have been buying and selling from the previous quarter i'll do this each quarter moving forward so uh this will give us a great list of companies to do research on for the next three months and i think this is a really smart approach because these guys have got decades of experience they've they're a lot smarter than you and i and if they've already bought into these companies and they've filtered them out for us it's a great place for us to start our research so also as you've seen there's a lot of international companies here now if you want to be able to invest in international companies you need a brokerage account that's going to allow you to do that i use interactive brokers in saxo bank there's links in the description if you want to have a look at those yourself uh that's the best way in my opinion to access the international markets the fees are pretty good as well so here's our list take it for yourself hit that like button before you go and i will see you in the next video
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