How to follow superinvestors like Warren Buffett (free tool)
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I came across this great website that lets you track the portfolios of famous investors for free. It’s called dataroma and you can find it at dataroma.com
So this is the homepage, and you’ve got all the latest updates on the left.
So there’s an update from Guy Spier, Charlie Munger, Howard Marks. Let’s click this update from Warren Buffett.
And you can see that Buffett’s fund, Berkshire Hathaway, bought some more Apple stock and Paramount stock. And they sold a sliver of Chevron and a big chunk of Activision Blizzard.
And if you click into any of these stocks, you get a page that shows you what other hedge funds are holding the stock.
For example, if we take a look at General Motors, you can see that Greenhaven associates has a 11% stake in the company and Bill Miller likes it too.
Let’s go back to the homepage. On the right hand side you can see which stocks are the most heavily owned by superinvestors.
So here you can see that Google and Microsoft are the most owned stocks by these big funds.
And then down below these are the top big bets. And you can see that Micron is owned by 11 superinvestor funds and one fund has as much as 77% of their portfolio in Micron. And that is actually Mohnish Pabrai.
One thing I like to do on this website is to look for some of the smaller cap stocks that superinvestors are buying.
Lots of funds are invested in Google and Apple but if you can find a smaller company that superinvestors are buying, that’s usually a good sign to look further into that company.
I came across this great website that lets you track the portfolios of famous investors for free. It’s called dataroma and you can find it at dataroma.com
So this is the homepage, and you’ve got all the latest updates on the left.
So there’s an update from Guy Spier, Charlie Munger, Howard Marks. Let’s click this update from Warren Buffett.
And you can see that Buffett’s fund, Berkshire Hathaway, bought some more Apple stock and Paramount stock. And they sold a sliver of Chevron and a big chunk of Activision Blizzard.
And if you click into any of these stocks, you get a page that shows you what other hedge funds are holding the stock.
For example, if we take a look at General Motors, you can see that Greenhaven associates has a 11% stake in the company and Bill Miller likes it too.
Let’s go back to the homepage. On the right hand side you can see which stocks are the most heavily owned by superinvestors.
So here you can see that Google and Microsoft are the most owned stocks by these big funds.
And then down below these are the top big bets. And you can see that Micron is owned by 11 superinvestor funds and one fund has as much as 77% of their portfolio in Micron. And that is actually Mohnish Pabrai.
One thing I like to do on this website is to look for some of the smaller cap stocks that superinvestors are buying.
Lots of funds are invested in Google and Apple but if you can find a smaller company that superinvestors are buying, that’s usually a good sign to look further into that company.
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NewsTranscript
00:00 I came across this great website that lets you track the portfolios of famous investors
00:03 for free.
00:04 It's called Dataroma and you can find it at dataroma.com.
00:08 So this is the homepage and you've got all the latest updates on the left.
00:11 There's an update from Guy Spear, Charlie Munger, Howard Marks.
00:15 Let's click this update from Warren Buffett.
00:17 And you can see that Buffett's fund, Berkshire Hathaway bought some more Apple stock and
00:21 Paramount stock.
00:23 And they sold a sliver of Chevron and a big chunk of Activision Blizzard.
00:26 And if you click into any of these stocks you get a page that shows you what other hedge
00:30 funds are holding it.
00:31 For example if we take a look at General Motors you can see that Greenhaven Associates has
00:35 a big stake and Bill Miller likes it too.
00:38 Let's go back to the homepage.
00:39 On the right hand side you can see which stocks are the most heavily owned by super investors.
00:44 So here you can see that Google and Microsoft are the most owned stocks by these big funds.
00:49 Then down below these are the top big bets.
00:51 You can see that Micron is owned by 11 super investor funds and one fund has as much as
00:56 77% of their portfolio in Micron.
00:59 That's actually Monis Pabrai.
01:01 One thing I like to do on this website is to look for some of the smaller cap stocks
01:05 that super investors are buying.
01:07 Lots of funds are invested in Google and Apple but if you can find a smaller company that
01:11 super investors are buying that's usually a good sign to look further into that company.
01:15 Down here we've got Lithia Motors.
01:17 That's a $6 billion company that some funds are buying.
01:20 And Coherent, that's a $5 billion company.
01:23 But yeah this isn't a paid endorsement, I just think this is a great website.
01:26 It's free and there's a lot more you can do on here as well.
01:29 And if you want to read more about some of these stocks check out our website at overlookedalpha.com.
01:33 In fact we recently wrote a piece on Coherent so make sure to check that out too.