In short: Worst performer of the month: -42.7% in May, from the published table — the largest single move in either direction. Framed only by the standing principle above the table: "The cheaper we can buy great companies, the better." No individual commentary.
In short: Best YTD performer on the watchlist at +80.1% (5-yr CAGR +31.0%, 10-yr +40.1%). Performance table only; no thesis. Cited as evidence for the closing line: "you only need a few very big winners to be very successful as an investor."
In short: Second-best watchlist performer at +39.2% year to date, and the strongest ten-year record in either table at 37.3%. Not rated Buy; no commentary.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.