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4min chapter
Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre
The Art of Value
Portfolio Review and Stock Performances Analysis
This chapter delves into the analysis of stock positions in the portfolio such as Mastercard, Moody's Corp, and others, discussing selling rationale and market conditions. It also focuses on the performances of individual stocks like Dollar Tree and Constellation Software with varying returns over different time frames.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode