Scout: Curated Investment Research (Page 6)

2 min read
Cliff Sosin'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 • Cliff Sosin • CAS Investment Partners
5 min read
David Tepper'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 • Appaloosa • David Tepper
14 min read
Stanley Druckenmiller'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 • Stanley Druckenmiller • Duquesne
15 min read
Horizon Kinetics' 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 13, 2024 • 13F Research • Horizon Kinetics • Murray Stahl
2 min read
AltaRock Partners' 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 13, 2024 • 13F Research • Mark Massey • Scott Bradford
3 min read
Chuck Akre'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 13, 2024 • 13F Research • Chuck Akre • Akre Capital Management
13 min read
ICONIQ'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 13, 2024 • 13F Research • ICONIQ
15 min read
Swiss National Bank'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 7, 2024 • 13F Research • Swiss National Bank (SNB)
3 min read
William Alexander von Mueffling'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 7, 2024 • 13F Research • William Alexander von Mueffling • Cantillon
6 min read
Egerton 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 5, 2024 • 13F Research • Egerton Capital • John Armitage
2 min read
Bill Gates' Trades 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
Aug 14, 2024 • 13F Research • Bill Gates • Cascade Investment
9 min read
Dan Loeb's Trades 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
Aug 14, 2024 • 13F Research • Daniel Loeb • Third Point

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