What Superinvestors Just Bought
The best in the world
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During my exams in high school, my teachers always told me: “Pieter, you cannot steal from other students.”
Now, as an investor, I can. And as a matter of fact, it’s even better…
… I can steal from the best investors in the world.
Let’s take a look at which stocks the best investors in the world bought recently.
“I'm a shameless copycat. Everything in my life is cloned … I have no original ideas.” - Mohnish Pabrai
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Superinvestors are the best investors in the world.
They are the LeBron James, Tiger Woods, and Lionel Messi of investing.
Their long, successful track record proves they know what they're doing. They have devoted their entire lives to investing.
Spotting trends in their trades can be very valuable.
Warren Buffett
Last quarter, Warren Buffett bought a new stock for Berkshire Hathaway:
Constellation Brands ($STZ)
How does the company make money?
Constellation Brands owns a diversified portfolio of well-known alcoholic beverages. Most of their revenue comes from beer, wine and spirits.Investment rationale:
A very recession-proof business, no matter what happens, people will always drink
Strong brands like Corona Extra create a wide moat
The valuation came down a lot recently
Other interesting moves? Warren added to his positions in Pool Corp, Domino’s Pizza, and Occidental Petroleum.
This is what Berkshire’s portfolio looks like today:
Terry Smith
Just like Warren Buffett, Terry Smith bought a new company for his Portfolio.
Medpace ($MDP)
How does the company make money?
Medpace is a Clinical Research Organization (CRO). It helps biotech companies research and develop new drugs. Unlike biotech firms, Medpace does not rely on a drug’s success. This makes it less risky.Investment rationale:
August Troendle is an excellent CEO with a lot of skin in the game
Medpace has grown its Earnings per Share (EPS) at a CAGR of 37.3% in the last 10 years
The balance sheet is very healthy with a Net Cash Position
Other interesting moves? Just like Buffett, Terry Smith is selling Apple. He also reduced his stake in Visa and Microsoft.
This is how things look like for Fundsmith:
Chuck Akre
Chuck Akre doesn’t trade a lot.
His inactivity is a great sign to me.
A good investment strategy involves few buys and even fewer sells.
But last quarter, he did buy CoStar Group.
CoStar Group ($CSGP)
How does the company make money?
CoStar Group is a real estate data and analytics company. Real estate firms pay a subscription fee to use their platforms. Investment rationale:
Subscription revenue is recurring, which gives stability
CoStar has a very healthy balance sheet with a Net Cash Position of $3.5 billion
Real estate had a very tough time in 2008 but the product was still in need
Other interesting moves? Chuck is selling Mastercard, KKR & CO, and Moody’s.
Here is his portfolio:
François Rochon
A new position in François Rochon’s portfolio?
Brown & Brown ($BRO)
How does the company make money?
Brown & Brown offers insurance and reinsurance products. They also provide risk management, employee benefits, and healthcare services. A big part of the growth engines is doing great acquisitions.Investment rationale:
The Brown family is still involved, which makes it a real family business
Brown & Brown is really profitable with a Free Cash Flow Margin of 23.2%
Historical return of 14.0%
Other interesting moves? Just like Terry Smith, François Rochon bought Medpace.
It’s a great reconfirmation of our long term investment thesis.
Here is his entire portfolio:
Dev Kantesaria
Does this name ring a bell?
Dev is one of the best quality investors on the planet.
Don’t take my word for it, just look at the numbers.
At Valley Forge, Dev manages over $4.0 billion and compounded by 15.0% per year since 2007.
This is his investing philosophy:
"I seek to buy companies that are 'compounding machines', which can grow their intrinsic values over a multi-year period. I generally avoid 'cigar butt' stocks, which look cheap but are in fact value traps. These companies lack significant organic growth, and their business quality rarely improves, even in the hands of strong management."
Dev opened a new position last quarter.
MSCI ($MSCI)
How does the company make money?
MSCI creates indexes for international stock markets. They make money from every dollar invested in an ETF that includes ‘MSCI’ in its name.Investment rationale:
MSCI is very profitable with A Free Cash Flow Margin of 51.7%
The index provider has a very light capital business model
They are buying back their own shares
Other interesting moves? Dev bought more S&P Global and Moody’s shares. He seems to love the finance industry.
These are the current holdings of Valley Forge:
Conclusion
That’s it for today.
Looking at the trades of superinvestors is a great source for new investment ideas.
Here’s what the best investors in the world are buying:
Warren Buffett: Constellation Brands ($STZ)
Terry Smith: Medpace ($MDP)
Chuck Akre: CoStar Group ($CSGP)
François Rochon: Brown & Brown ($BRO)
Dev Kantesaria: MSCI ($MSCI)
However, focusing on just one person can be risky.
That’s why we especially look at what they have in common.
One key lesson they all share is clear: patience pays.
Compounding Quality Partners also know that the superinvestors are buying some of the businesses that we already own. This is interesting to see.
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That’s it for today.
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Everything In Life Compounds
Pieter
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Finchat: Financial data