In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Daniel Loeb and Third Point.

Third Point blends long-term compounders with event-driven opportunities, often investing around corporate actions, restructurings, and strategic shifts.

Holdings covered include:AMZN, MSFT, NVDA, META, TSM, PCG, BN, COF, FLUT, VST, RKT, UNP, NSC, DHR, KVUE, CRH, CSGP, APO, HTZ warrants, and more.

This episode covers:• Event-driven portfolio construction• Activist & catalyst-based investing• Balancing conviction with flexibility

⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Bill Miller and Miller Value Partners.

Miller is known for his bold, contrarian bets and long-term approach to investing across multiple market cycles.

Holdings covered include:UPS, VZ, MSTR, BMY, STLA, LYB, WAL, CALM, UGI, JXN, ARLP, UNFI, CHRD, CG, TTE, FTI, BCC, OMF, and more.

This episode covers:• Deep-value and contrarian strategies• Portfolio diversification across sectors• Risk, volatility, and conviction investing

⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of the Bill & Melinda Gates Foundation Trust.

The foundation follows an endowment-style approach, emphasizing long-term ownership of resilient businesses across infrastructure, consumer, healthcare, and industrial sectors.

Holdings covered include:
BRK.B, MSFT, WM, CNI, CAT, DE, ECL, WMT, FDX, KOF, WCN, CPNG, SDGR, DHR, PCAR, MCD, KHC, HRL, ONON, VLTO, and more.

This episode covers:
• Long-term and mission-aligned investing• Quality-focused portfolio construction• Sector diversification & capital preservation

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.