00:00 I came across this great website that lets you track the portfolios of famous investors
00:03 for free.
00:04 It's called Dataroma and you can find it at dataroma.com.
00:08 So this is the homepage and you've got all the latest updates on the left.
00:11 There's an update from Guy Spear, Charlie Munger, Howard Marks.
00:15 Let's click this update from Warren Buffett.
00:17 And you can see that Buffett's fund, Berkshire Hathaway bought some more Apple stock and
00:21 Paramount stock.
00:23 And they sold a sliver of Chevron and a big chunk of Activision Blizzard.
00:26 And if you click into any of these stocks you get a page that shows you what other hedge
00:30 funds are holding it.
00:31 For example if we take a look at General Motors you can see that Greenhaven Associates has
00:35 a big stake and Bill Miller likes it too.
00:38 Let's go back to the homepage.
00:39 On the right hand side you can see which stocks are the most heavily owned by super investors.
00:44 So here you can see that Google and Microsoft are the most owned stocks by these big funds.
00:49 Then down below these are the top big bets.
00:51 You can see that Micron is owned by 11 super investor funds and one fund has as much as
00:56 77% of their portfolio in Micron.
00:59 That's actually Monis Pabrai.
01:01 One thing I like to do on this website is to look for some of the smaller cap stocks
01:05 that super investors are buying.
01:07 Lots of funds are invested in Google and Apple but if you can find a smaller company that
01:11 super investors are buying that's usually a good sign to look further into that company.
01:15 Down here we've got Lithia Motors.
01:17 That's a $6 billion company that some funds are buying.
01:20 And Coherent, that's a $5 billion company.
01:23 But yeah this isn't a paid endorsement, I just think this is a great website.
01:26 It's free and there's a lot more you can do on here as well.
01:29 And if you want to read more about some of these stocks check out our website at overlookedalpha.com.
01:33 In fact we recently wrote a piece on Coherent so make sure to check that out too.
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