Daniel Stuckless

Security engineer who reads 13Fs for fun. Tracking what the best investors own and whether copying them works. Moats · capital allocation · owner earnings.

[Daniel Stuckless @DanStuckless]

@ChrisBloomstran bond does ~6% a year if yields hold, so $MU has to be ~$1,320 by 2031 just to tie. fine if FY27 peak earnings last 5 years, but in memory they usually don't. bond for me

for a memory stock the market sure has a short memory :3

[Daniel Stuckless @DanStuckless]

Interactive version: hover anyone to see their closest matches, or highlight your own picks. https://t.co/Iy3msEjEGS
Overlap = how similar two portfolios' position sizes are. Colours = groups, named after the stocks each group owns more of than everyone else.

[Daniel Stuckless @DanStuckless]

I mapped 85 famous investors by how much their 13F portfolios overlap (US-listed holdings only).

Hedge funds cluster around big tech, value investors around Berkshire, and a few like Icahn and Marks overlap with nobody at all.

Is that conviction, or just crowding? Curious how others read it.