Source Post

Super Investors Are Buying Again — 7 Stocks Ranked

Aug 15, 2026

The creator analyzes investor filings to identify stocks that super investors are buying, focusing on consensus buys and ranking the seven most interesting opportunities. The analysis highlights that the market rally is broad-based, driven by earnings, and not just concentrated in tech, making valuation important. Several prominent investors are buying Uber, while there are mixed views on Alphabet and Amazon.

Linked Mentions

Tickers discussed in this post

AXPNeutralLow ConvictionResearch Only

American Express is mentioned as Berkshire Hathaway's second-largest disclosed equity exposure.

AAPLNeutralLow ConvictionResearch Only

Apple is mentioned as Berkshire Hathaway's largest disclosed equity exposure.

GOOGBullishMedium ConvictionSignal-backedSecondary

Seth Klarman increased his Alphabet holdings, contributing to a mix of recovery trades and high-quality platforms.

GPCBullishMedium ConvictionSignal-backedSecondary

Seth Klarman increased his stake in Genuine Parts.

NCLHBullishMedium ConvictionSignal-backedSecondary

Seth Klarman increased his stake in Norwegian Cruise Line.

VTRBullishMedium ConvictionSignal-backedSecondary

Terry Smith opened a new position in Verona as part of a portfolio transformation.

Linked Signals

Tracked calls opened from this post

VMC
buy opened Aug 15, 2026
-4.40%
MLM
buy opened Aug 15, 2026
-5.33%