Scout: Curated Investment Research All Posts 13F Research Stanley Druckenmiller John Armitage Duquesne Neil Mehta Greenoaks Daniel Loeb Third Point Sequoia Capital Polen Capital William Alexander von Mueffling Egerton Capital Bill Miller Miller Value Partners AltaRock Partners Brad Gerstner Altimeter Mark Massey Scott Bradford Appaloosa Hamilton Helmer ICONIQ Horizon Kinetics David Tepper Sir Christopher Hohn Chuck Akre Akre Capital Management Bill Ackman Pershing Square Li Lu Himalaya Capital Michael Burry Scion Asset Management Stockbridge Swiss National Bank (SNB) Strategy Capital Cantillon Cliff Sosin CAS Investment Partners Bill Gates Cascade Investment Murray Stahl Michael Larsen Mental Models Deep Dives Posts 4 min read Chuck Akre's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Chuck Akre • Akre Capital Management 6 min read Michael Burry's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Michael Burry • Scion Asset Management 4 min read William Alexander von Mueffling's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • William Alexander von Mueffling • Cantillon 2 min read Cliff Sosin's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Cliff Sosin • CAS Investment Partners 3 min read Neil Mehta's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Neil Mehta • Greenoaks 4 min read Egerton Capital's Trades and Holdings in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 13, 2024 • 13F Research • Egerton Capital • John Armitage
4 min read Chuck Akre's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Chuck Akre • Akre Capital Management
6 min read Michael Burry's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Michael Burry • Scion Asset Management
4 min read William Alexander von Mueffling's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • William Alexander von Mueffling • Cantillon
2 min read Cliff Sosin's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Cliff Sosin • CAS Investment Partners
3 min read Neil Mehta's Trades in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 15, 2024 • 13F Research • Neil Mehta • Greenoaks
4 min read Egerton Capital's Trades and Holdings in Q1 2024 Daniel Scrivner Daniel Scrivner Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024). X May 13, 2024 • 13F Research • Egerton Capital • John Armitage
