This episode investigates which stocks the super-investors Mohnish Pabrai (Pabrai Investment Funds), Guy Spier (Aquamarine Capital Management), and Chuck Akre (Akre Capital Management) have been buying and selling in their portfolios during Q4 2023. For sections see below timestamps:
00:34 Mohnish Pabrai portfolio - Pabrai Investment Funds
05:43 Guy Spier portfolio - Aquamarine Capital Management
10:20 Chuck Akre portfolio - Akre Capital Management
Related episodes:
Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg
Super Investor Terry Smith (Fundsmith) is Investing For GROWTH
https://youtu.be/yihp2R1yxXk
Chuck Akre Said This About How to Find 100 Baggers
https://youtu.be/xoKe1AvquTI
Recommended investing books:
The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai (referral link) https://amzn.to/49GvAKi
The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier (referral link) https://amzn.to/49guGo4
Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (referral link) https://amzn.to/3T17hS0
Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
