GGuruRadaringururadar.hashnode.dev·Jan 29 · 3 min readForget the Tech Hype: Why Mohnish Pabrai is Betting Big on "Old School" Assets in 2026If you’ve been hanging around value investing circles for a while, you know Mohnish Pabrai isn’t one for following the herd. While everyone and their mother is still chasing the next AI unicorn, Pabrai—the self-proclaimed "shameless cloner" of Buffet...00
GGuruRadaringururadar.hashnode.dev·Jan 27 · 2 min readPeter Thiel’s 2026 Portfolio Pivot: High-Conviction Bets on AI and Ecosystem GiantsThe latest institutional filings have revealed a dramatic restructuring in Peter Thiel’s investment strategy. Known for his contrarian "Zero to One" philosophy, Thiel’s current moves indicate a significant consolidation into established technology mo...00
GGuruRadaringururadar.hashnode.dev·Jan 24 · 2 min readData as a Long Game: Decoding the Versant Capital Management Snowflake Holdings 13F StrategyWhen you look at the big institutional players in the US market, it’s easy to get distracted by the high-frequency traders and hedge fund titans who flip stocks like pancakes. But if you want to understand "conviction," you look at firms like Versant...00
GGuruRadaringururadar.hashnode.dev·Jan 20 · 2 min readIs the Love Affair Over? Buffett Slashes Apple Stake Again in Q3 2025When the "Oracle of Omaha" speaks, the world listens. But when he sells, the world scrambles for answers. The latest regulatory filings have sent shockwaves through the tech sector as Berkshire Hathaway’s cooling sentiment toward its favorite "consum...00
GGuruRadaringururadar.hashnode.dev·Jan 13 · 2 min readThe Trillion-Dollar Handover: Decoding the Berkshire Hathaway Portfolio Strategy for 2026The investment world entered a new era on January 1st, 2024, as the transition of power at Berkshire Hathaway became official. While the foundational "Buffett" logic remains, the recent moves within the conglomerate’s equity portfolio reveal a strate...00