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Learn to read businesses, not tickers
Plain guides to 13F filings, value investing, and how to read what serious investors actually do. Educational only, not investment advice.
How to Read a 13F
What a 13F filing is, what it tells you about an investor's portfolio, and what it leaves out. A plain guide to reading one.
Updated 2026-06-07
What Is a Superinvestor?
Where the word comes from, the Graham-to-Buffett value-investing tradition behind it, and what these investors have in common: temperament, patience, and compounding.
Updated 2026-06-07
Reading Cross-Fund Consensus
Which stocks the most superinvestors hold at once — what that overlap tells you, where it misleads, and how to use cross-fund consensus as a starting point rather than a buy signal.
Updated 2026-06-08
Q1 2026: What the Superinvestors Held, Bought, and Sold
A read of the Q1 2026 13F filings: the most widely held stocks, the quarter's biggest buys and sells, and why overlap still isn't a signal.
Updated 2026-06-11
What Makes a Business High Quality: Reading the Numbers Behind Superinvestor Holdings
How to judge whether a business is any good from a few numbers in its filings: profit margins, free cash flow, and returns on capital, worked through the stocks superinvestors actually own.
Updated 2026-06-11