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Super Investors Biggest Buys (Some Are Terrible)

Investing Moats with Varun

May 18, 2026

Varun reviews the Q1 investment moves of several super investors, grading their performance and strategies. He notes Bill Ackman's rotation from Google to Microsoft, Berkshire Hathaway's significant portfolio changes under Greg Abel, Terry Smith's large sales of Intuit and Nike, and David Tepper's increased positions in Amazon and Uber. This segment reviews several investors' recent portfolio moves, highlighting buys in Crocs, Amazon, Constellation Software, and Simply Good Foods, while noting mixed sentiment on Mag 7 stocks and a contrarian bet on SaaS companies like Salesforce and ServiceNow. The creator discusses several investors and their recent portfolio moves, highlighting both positive and negative actions. Key mentions include Akre's contrarian SAS bets (Salesforce, ServiceNow) despite selling quality businesses (Brookfield, Mastercard, Visa), Dalio's broad AI semiconductor buys (Amazon, TSM, Micron), Druckenmiller's active trading (Google, Sandisk) and macro bets, Burry's put options on AI/semiconductors (Nvidia, QQQ, SOX) and interest in Adobe and MELI, and Aschenbrenner's AI infrastructure focus (Bloom Energy, Coreweave, Intel) and recent shift to put options against semiconductors. The creator discusses a new investor's strategy, noting their shift from AI infrastructure calls to buying put options on semiconductors, aligning with Michael Burry's bearish stance. While acknowledging the investor's intelligence and connections, the creator places them in a 'B tier' for idea generation rather than direct cloning.