Bella jones

If you want to know where the real conviction is, you have to look at the latest Mohnish Pabrai 13F filings. He isn't chasing tech; he’s digging for gold (or rather, coal and oil) in the deep value sectors. While the mainstream media is obsessing over the "Great Guru Meta Sell-Off"—watching titans like Steve Mandel and Andreas Halvorsen dump millions of Meta shares—value investing legend Mohnish Pabrai is playing a completely different game.

#1 We’re talking about a total "Sold Out" status on the tech giants that have carried the market for years. The latest 13F filings just hit the wires, and the “contrarian king” is at it again. If you’ve been keeping an eye on the Peter Thiel Stock Portfolio, you might want to sit down. According to the year-end data for 2025, Thiel’s hedge fund, Thiel Macro, has officially liquidated its entire remaining stock portfolio.

I was just cleaning out some old boxes and stumbled upon a grainy photo of my first car. Man, the memories came rushing back. It wasn't anything fancy—actually, it was a total bucket of bolts—but it represented freedom back then. Mine was a beat-up 92 Honda Civic. It leaked oil like a sieve and the AC only worked when it felt like it, but I drove that thing everywhere. Looking back, part of me misses the simplicity of it.