Something special is happening on June 23rd. If you want behind-the-scenes updates and early access to our upcoming high-yield reports, join the High-Yield VIP List by leaving your email here. You’ll get the following immediately when you join for free:
👋 Howdy Partner! Investing is tough. But what if you could legally copy the moves of the best investors in the world? That’s the power of 13-F filings. These SEC-mandated reports let you peek into the portfolios of top investors each quarter. It’s like getting a free cheat sheet for investing success. Mohnish Pabrai put it best: “I’m a shameless copycat. Everything in my life is cloned … I have no original ideas.” With that in mind, let’s take a look at the stocks recently bought by legendary superinvestors in Q1 2026, grouped by the underlying themes that make their cash flows so attractive. 1. CannibalsThese companies use their free cash flow to shrink their share counts. Every time they retire a share, your ownership stake gets a little bigger, and a little more valuable. Fiserv (FISV)How does the company make money? Fiserv owns some of the important plumbing of the financial world. They provide core processing for banks and credit unions, as well as point of sale systems for businesses globally. Why invest?
Roper Technologies (ROP)How does the company make money? Roper is a serial acquirer of Vertical Market Software and technology-enabled products across niche markets. Why invest?
Adobe (ADBE)How does the company make money? Adobe dominates the creative professional software market with its Creative Cloud suite (Photoshop, Illustrator, Premiere) and Acrobat document management systems. Why invest?
|