What's Buffett, Dalio and Klarman Buying this Quarter? Young Investors Podcast #103
The Young Investors Podcast
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I'll Talk About That at the End of This Week.
i went into one of the investments that he made, which i think is probably the most interesting thing out of this iri. His biggest position in eba, which was originally, or at the prior quarter, was about twenty per cent of the portfolio. He reduced that by six per cent. Added to his p c g position by five hundred n fifty, one per centwhwhich seems crazy, but, ah, it was a very, very small part of his portfolio before. And added eighteen per cent to his a v sat investment, which is now six per cent of the portfolios. The company pacific gas filed for bankruptcy in two thousand and nineteen; they were found to be...
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