Super Investors Are Buying These Stocks

About this video

• Video Title: Super Investors Are Buying These Stocks
• Channel: Couch Investor
• Speakers: Not specified in the transcript
• Duration: 00:24:15

Overview

This video analyzes the latest quarterly filings (13F reports) of several "super investors," specifically looking at their portfolio changes, new buys, and sales. The purpose is to provide insights into the investment strategies and stock choices of these prominent investors.

Key takeaways

• 13F Filings: These reports are filed quarterly by investment managers with over $100 million in assets under management, 45 days after the quarter ends, providing a snapshot of their holdings.
• Data Lag: Information from 13F filings is historical, meaning holdings may have changed since the report was submitted.
• Investor Portfolios: The video details the holdings and recent activity of investors like Bill Ackman, Chuck Akre, Daniel Loeb, David Tepper, Francois Rochat, Howard Marks, Coatue Management, and Warren Buffett.
• Stock Movements: Specific stock changes are highlighted, including increases, decreases, and new positions, with commentary on their significance. Examples include increased positions in Copart and FICO by Akre, a new position in AMD by David Tepper, and Berkshire Hathaway's surprising new position in Google.
• Market Sentiment: The video touches on current market conditions and the potential for a downturn, suggesting that quality stocks may be trading at attractive prices.