Just watched a breakdown of what the big money investors have been loading up on lately. You know, the usual suspects like Warren Buffett, Bill Ackman, Chuck Akre, Howard Marks and Pat Dorsey. These guys move the market when they make moves, so it's worth paying attention to their fourth-quarter activity.

What caught my eye is how many of these super investors keep coming back to the same names. Tech stocks obviously dominate their portfolios - we're talking Alphabet, Amazon, Meta, Nvidia. But there's also some interesting picks in less obvious places like Copart and Danaher. The New York Times Co even shows up on some of their lists, which is wild when you think about it.

Here's the thing though - if you look at the historical performance of companies that had their ipo in 1993 versus what these investors are buying now, the gap is massive. Back then, IPO companies were a totally different breed. Now we're seeing mega-cap tech dominate everything.

The Stock Advisor team has been tracking this stuff for years and their track record is actually insane. Like, if you had thrown $1,000 into Netflix back when they recommended it in 2004, you'd be sitting on over $415k today. Same with Nvidia in 2005 - that $1,000 would've turned into over $1.1 million. That's the kind of outperformance that makes you rethink everything.

Obviously past performance doesn't guarantee anything, but when you see multiple billionaire investors circling the same stocks, it makes you wonder if there's something there worth looking at. The market's been wild these past few months, so watching what the smart money does during times like this is pretty valuable intel.