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 3 min read Bill Gates' 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 • Bill Gates • Michael Larsen 7 min read Brad Gerstner and Altimeter's Trades 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 • Brad Gerstner • Altimeter 3 min read Stockbridge'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 • Stockbridge 3 min read Bill Miller'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 • Bill Miller • Miller Value Partners 3 min read Bill Ackman'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 • Bill Ackman • Pershing Square 8 min read Dan Loeb'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 • Daniel Loeb • Third Point 3 min read Li Lu's Trades 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 • Li Lu • Himalaya Capital 2 min read Cliff Sosin's Trades and Holdings in Q2 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 • Cliff Sosin • CAS Investment Partners 9 min read Polen 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 • Polen Capital 2 min read Christopher Hohn'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 • Sir Christopher Hohn 2 min read Michael Burry's Trades 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 • Michael Burry • Scion Asset Management 2 min read Neil Mehta's Trades 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 • Neil Mehta • Greenoaks Load More You've reached the end of the list
3 min read Bill Gates' 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 • Bill Gates • Michael Larsen
7 min read Brad Gerstner and Altimeter's Trades 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 • Brad Gerstner • Altimeter
3 min read Stockbridge'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 • Stockbridge
3 min read Bill Miller'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 • Bill Miller • Miller Value Partners
3 min read Bill Ackman'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 • Bill Ackman • Pershing Square
8 min read Dan Loeb'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 • Daniel Loeb • Third Point
3 min read Li Lu's Trades 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 • Li Lu • Himalaya Capital
2 min read Cliff Sosin's Trades and Holdings in Q2 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 • Cliff Sosin • CAS Investment Partners
9 min read Polen 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 • Polen Capital
2 min read Christopher Hohn'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 • Sir Christopher Hohn
2 min read Michael Burry's Trades 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 • Michael Burry • Scion Asset Management
2 min read Neil Mehta's Trades 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 • Neil Mehta • Greenoaks