Super Investors Just Bought These Small Caps

The John Johnston Lounge · May 20, 2024 · 18m

I survey some of the latest small cap stock portfolio buys of various super investors.

Timestamps:

00:27 David Einhorn: Green Brick Partners

02:09 Daniel Loeb: Cinemark Holdings

03:37 Lee Ainslie: Revolve Group

06:03 Bruce Berkowitz: Bank OZK

08:20 Viking Global Investors: Reddit Inc

09:06 Glenn Welling: Portillo’s Inc

11:17 Bryan Lawrence: LGI homes Inc

13:08 Terry Smith: Oddity Tech Ltd

16:09 Greg Alexander: Rimini Street Inc

Related episodes:

Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM

Super Investor Portfolios: Small Cap Stock Buys…