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 14 min read Stanley Druckenmiller'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 • Stanley Druckenmiller • Duquesne 3 min read Bill Ackman'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 • Bill Ackman • Pershing Square 3 min read Christopher Hohn'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 • Sir Christopher Hohn 5 min read Michael Burry'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 • Michael Burry • Scion Asset Management 5 min read William Alexander von Mueffling'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 • William Alexander von Mueffling • Cantillon 3 min read David Tepper'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 • David Tepper • Appaloosa 2 min read Li Lu'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 • Li Lu • Himalaya Capital 3 min read Chuck Akre'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 • Akre Capital Management • Chuck Akre 6 min read Egerton Capital'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 • Egerton Capital • John Armitage 2 min read Neil Mehta'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 • Neil Mehta • Greenoaks 9 min read Horizon Kinetcs' 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 • Horizon Kinetics • Murray Stahl 14 min read ICONIQ'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 • ICONIQ Load More You've reached the end of the list
14 min read Stanley Druckenmiller'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 • Stanley Druckenmiller • Duquesne
3 min read Bill Ackman'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 • Bill Ackman • Pershing Square
3 min read Christopher Hohn'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 • Sir Christopher Hohn
5 min read Michael Burry'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 • Michael Burry • Scion Asset Management
5 min read William Alexander von Mueffling'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 • William Alexander von Mueffling • Cantillon
3 min read David Tepper'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 • David Tepper • Appaloosa
2 min read Li Lu'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 • Li Lu • Himalaya Capital
3 min read Chuck Akre'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 • Akre Capital Management • Chuck Akre
6 min read Egerton Capital'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 • Egerton Capital • John Armitage
2 min read Neil Mehta'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 • Neil Mehta • Greenoaks
9 min read Horizon Kinetcs' 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 • Horizon Kinetics • Murray Stahl
14 min read ICONIQ'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 • ICONIQ