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Dave Ahern's avatar

Always interesting to see what the “greats” are buying. Can be a great source of ideas, but beware confirmation bias is a powerful drug.

The Pareto Investor's avatar

They stopped buying Texas Instruments after it ripped 53%. That's the part of the 13F nobody copies.

https://paretoinvestor.substack.com/p/pareto-aggressive-compounders-and-dividend-machines-2026

Ludvig Nyberg's avatar

Can you do an analysis on Amazon?