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The Art of Value

Super Investors Recently Bought These Stocks

Dec 8, 2022
14:38

In this episode I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter, these investors must submit a 13F SEC filing, which allows us to see these fund managers' stock portfolios. Super investors such as Warren Buffett, Charlie Munger, Michael Burry, Mohnish Pabrai, Seth Klarman, Terry Smith, David Tepper, Bill Miller, Chuck Akre, Thomas Gayner, Thomas Russo and Bill Nygren are included in these filings.

Timestamps
00:00 Intro
00:50 Top super investor buys in the quarter
02:17 Top super investor stocks owned overall
02:58 Stock 1: Meta
05:31 Stock 2: Microsoft
06:56 Stock 3: Amazon
07:39 Stock 4: Alphabet Inc (GOOGL)
08:27 Stock 5: Salesforce
09:26 Stock 6: Alphabet Inc CL C (GOOG)
09:48 Stock 7: Visa
10:45 Stock 8: Booking
11:21 Stock 9: PayPal
12:25 Stock 10: Disney
13:11 Stock 11: Charter Communications
14:46 Stock 12: Micron Technology

Related episodes:

Guru Portfolio Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor
https://youtu.be/PzFDoMVZMJU
Michael Burry has Started to BUY Cheap Stocks! What’s Burry Buying?
https://youtu.be/kzbuujGXTuI
Guru Investor Portfolios 2022: Small Cap Stocks Gurus Art Buying
https://youtu.be/-SvrVWD37EE
Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update
https://youtu.be/b0RrLmiTPRU

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.

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