Scout: Curated Investment Research (Page 4)

5 min read
Bill Miller's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Bill Miller • Miller Value Partners
3 min read
Bill Ackman's Trades and Holdings in Q4 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
Feb 14, 2025 • 13F Research • Bill Ackman • Pershing Square
2 min read
Chuck Akre's Trades and Holdings in Q4 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
Feb 13, 2025 • 13F Research • Chuck Akre • Akre Capital Management
2 min read
Hamilton Helmer's Trades and Holdings in Q4 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
Feb 13, 2025 • 13F Research • Hamilton Helmer • Strategy Capital
10 min read
Polen Capital's Trades and Holdings in Q4 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
Feb 10, 2025 • 13F Research • Polen Capital
11 min read
Horizon Kinetics' Trades and Holdings in Q4 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
Feb 10, 2025 • 13F Research • Horizon Kinetics • Murray Stahl
4 min read
David Tepper's Trades and Holdings in Q4 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
Feb 10, 2025 • 13F Research • Appaloosa • David Tepper
8 min read
Egerton Capital's Trades and Holdings in Q4 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
Feb 10, 2025 • 13F Research • Egerton Capital • John Armitage
15 min read
Swiss National Bank's Trades and Holdings in Q4 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
Feb 10, 2025 • 13F Research • Swiss National Bank (SNB)
3 min read
William Alexander von Mueffling's Trades and Holdings in Q4 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
Feb 5, 2025 • 13F Research • William Alexander von Mueffling
4 min read
Sequoia Capital's Trades and Holdings in Q3 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
Nov 14, 2024 • 13F Research • Sequoia Capital
3 min read
Hamilton Helmer's Trades and Holdings in Q3 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
Nov 14, 2024 • 13F Research • Hamilton Helmer • Strategy Capital

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