High conviction guru stocks in Q3 of 2020 // Top buys from Li Lu, Michael Burry, Chris Hohn and David Tepper // The rest of the 13F filings have been released! This video builds on my video from Friday highlighting the highest conviction stock bets from the dozen superinvestors that I follow most closely.
What do you think of these 5 picks? Do you own any? What's your target buy price? Let's have a lively discussion in the comments!
You can find the spreadsheet I used in the video here: https://docs.google.com/spreadsheets/d/1TWHTHglS593gPiMOKncyG69hJ4n4qTBzH7CTBQ3Rd0w/edit?usp=sharing
Here is the Micron analysis writeup (open Q3 2020 letter): https://www.bonsaipartners.com/investor-letters