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Actionable news in AMZN: Amazon.com, Inc.,

2 Stocks Super Investors Are Buying

GuruFocus provides tools and screens to look at 13-F filings in the aggregate and discover lots of information about the famous gurus of value investing. I used the aggregated portfolio tool to sort guru holdings on combined weighting percentage. This shows us which stocks value investment gurus have allocated the most funds to.

Since J. L. Kelly Jr. came up with the Kelly Criterion in 1956, we know the amount you should bet increases strongly as the odds are more favorable. Great investors put the math behind the principle in practice by betting big on their highest conviction picks. True, there are a few things messing up that logic. Tax considerations can also play a role in buy and sell decisions and cause investors to hang on to fairly valued stocks.

To see what value investing gurus are betting on, I employed the aggregated portfolio tool to sort guru holdings on combined weighting percentage.

Next, I review the ratio of buys to sells for the quarter. A pattern emerges where gurus are only net buyers in Apple (AAPL) and neutral for Amazon (AMZN) because of their high aggregated...


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