Stanley Druckenmiller is one of the most interesting investors to analyse.
His latest filing has several nuggets… (including a literal one).
My goal in this series is to find patterns in the data that reveal how some of the most successful investors are thinking about the world and the future, through a materials, energy and technology lens.
In this note, I analyse holdings by Stanley Druckenmiller’s family office, Duquesne, as reported in their latest Q2 filing vs. Q1: 119 positions across sectors. This overview focuses on the themes behind sentiment and potential signals implied, and is a follow-up to [this tweet].
Paid subscribers can also access the Excel file with all the positions in the filing, notes and filters to dive even deeper.
PS: All research notes are available immediately on Substack and a day or so later on the Mining Investing Toolkit.
This is member-only content. Become a member for immediate access.
Research focuses on trending investment themes. Mining Investing includes 3 modules with many sections each. Energy Transition Investing, 6 modules with 10 sections.
In total, 70+ posts/sections, with new ones published weekly.