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Sometimes, the biggest market signals don’t come from headlines—they show up in the quiet rebalancing of billion-dollar portfolios. I spent this week digging through the latest 13F filings from the world’s top investors. And while they’re technically backward-looking, the real insights are forward-facing.
Today I’m diving into:
🛑 Tech Cooldown, Value Awakening – Even the tech-heavy hitters like Tepper and Loeb pulled back. Amazon, Meta, Microsoft, Nvidia—all trimmed. Meanwhile, financials and steady earners are quietly being bought. Think: Brighthouse, Core Natural Resources, Domino’s.
🎯 Concentration = Conviction – Michael Burry sold everything and bet it all on Estée Lauder. Bill Ackman made Uber his top holding and took a creative, leveraged bet on Nike. These aren’t trades—they’re bold, high-conviction plays.
💊 Healthcare & Energy Rotation – Quiet but strategic. Tepper boosted UnitedHealth, Fundsmith added Zoetis, Buffett kept piling into DaVita. These moves aren’t flashy—but they’re all about cash flow, pricing power, and durability.
📦 Off-the-Radar Winners – ASML, Aercap, and Pool Corp may not trend on social media, but they’re being scooped up by smart money for their strategic edge and recurring revenue.
🧠 The Bigger Signal? Clarity Over Hype – The best investors are pruning noise, concentrating bets, and moving toward real-world resilience. It’s not risk-off—it’s risk-aware.
I’m not here to mimic their moves—but to decode their mindset. If the smartest capital is quietly rotating, concentrating, and seeking durability, shouldn’t we pay attention?
Let’s invest with clarity—not crowd-chasing. 💼🔍
Erwin Dwight
Founder of Investing Wise Academy
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Buffett, Burry, Tepper’s Big Bets: $AMZN ( ▲ 0.2% ), $NVDA ( ▲ 0.87% ), $UNH ( ▲ 1.47% ) Redefine Market Winners
In Q1 2024, billionaire investors like Warren Buffett, Michael Burry, and David Tepper moved with precision, reshaping their portfolios to focus on resilience and value. By trimming tech giants like . . .
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