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Guru Portfolios Updates Q2 2023: Pabrai, Akre, Klarman, Gayner
Description
Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections.
Timestamps:
00:00 Guru portfolios Q2 2023 Intro
00:26 Mohnish Pabrai - Pabrai Investments
03:04 Alpha Metallurgical Resources (ticker: AMR)
07:00 Consol Energy Inc (stock ticker: CEIX)
08:25 Brookfield Corp (stock ticker: BN)
09:52 Micron Technology (stock ticker: MU)
10:58 Chuck Akre - Akre Capital Management
14:56 Thomas Gayner - Markel Asset Management
20:11 Seth Klarman - Baupost Group
Related episodes:
Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg
Everything Mohnish Pabrai Said About Investor Li Lu
https://youtu.be/rqz0_soraHI
Chuck Akre Said This About How to Find 100 Baggers
https://youtu.be/xoKe1AvquTI
Investor Seth Klarman on the Everything Bubble
Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
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The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision