Peter Thiel’s 2026 Portfolio Pivot: High-Conviction Bets on AI and Ecosystem GiantsJan 27, 2026·2 min read
Data as a Long Game: Decoding the Versant Capital Management Snowflake Holdings 13F StrategyJan 24, 2026·2 min read
Forget the Tech Hype: Why Mohnish Pabrai is Betting Big on "Old School" Assets in 2026If you’ve been hanging around value investing circles for a while, you know Mohnish Pabrai isn’t one for following the herd. While everyone and their mother is still chasing the next AI unicorn, Pabrai—the self-proclaimed "shameless cloner" of Buffet...Jan 29, 2026·3 min read
The Trillion-Dollar Handover: Decoding the Berkshire Hathaway Portfolio Strategy for 2026Jan 13, 2026·2 min read
Shocking Pivot: Peter Thiel Portfolio Dumps Tesla for Big Tech GiantsFor years, Peter Thiel has been synonymous with high-risk, high-reward contrarian investing. As a member of the "PayPal Mafia," his association with Elon Musk is legendary. However, the latest filing data reveals a stunning reversal in strategy. The ...Jan 10, 2026·2 min read
Deep Value Alert: The "Old Energy" Shift in the Mohnish Pabrai PortfolioFor value investors tracking the "cloning" strategy, few managers are as closely watched as Mohnish Pabrai. A self-proclaimed disciple of Warren Buffett and Charlie Munger, Pabrai is known for running a hyper-concentrated book. The latest 13F filings...Jan 8, 2026·2 min read
