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 2 min read Bill Gates' 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 • Bill Gates • Cascade Investment 4 min read ICONIQ'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 • ICONIQ 8 min read Horizon Kinetics' 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 • Horizon Kinetics • Murray Stahl 6 min read Bill Miller'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 • Bill Miller • Miller Value Partners 15 min read Swiss National Bank'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 • Swiss National Bank (SNB) 2 min read Li Lu'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 • Li Lu • Himalaya Capital 2 min read Bill Ackman'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 • Bill Ackman • Pershing Square 8 min read Dan Loeb'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 • Daniel Loeb • Third Point 5 min read Polen Capital'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 • Polen Capital 2 min read Christopher Hohn'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 • Sir Christopher Hohn 2 min read AltaRock Partners' 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 15, 2024 • 13F Research • AltaRock Partners • Mark Massey 7 min read David Tepper'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 • David Tepper • Appaloosa Load More You've reached the end of the list
2 min read Bill Gates' 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 • Bill Gates • Cascade Investment
4 min read ICONIQ'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 • ICONIQ
8 min read Horizon Kinetics' 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 • Horizon Kinetics • Murray Stahl
6 min read Bill Miller'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 • Bill Miller • Miller Value Partners
15 min read Swiss National Bank'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 • Swiss National Bank (SNB)
2 min read Li Lu'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 • Li Lu • Himalaya Capital
2 min read Bill Ackman'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 • Bill Ackman • Pershing Square
8 min read Dan Loeb'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 • Daniel Loeb • Third Point
5 min read Polen Capital'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 • Polen Capital
2 min read Christopher Hohn'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 • Sir Christopher Hohn
2 min read AltaRock Partners' 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 15, 2024 • 13F Research • AltaRock Partners • Mark Massey
7 min read David Tepper'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 • David Tepper • Appaloosa