The Art of Value Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at Berkshire Hathaway), Mohnish Pabrai, Li Lu, Chuck Akre, Bill Ackman, David Tepper, and Thomas Gayner. See below for timestamps for investor sections, and related episodes.
Timestamps:
00:00 Intro
00:15 Warren Buffett & Charlie Munger - Berkshire Hathaway
05:15 Mohnish Pabrai - Pabrai Investments
09:00 Li Lu - Himalaya Capital Management
12:08 Chuck Akre - Akre Capital Management
15:40 Bill Ackman - Pershing Square Capital Management
16:59 David Tepper - Appaloosa Management
19:49 Thomas Gayner - Markel
Related episodes:
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
Warren Buffett Interview: Banking Crisis? - Highlights
Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard
Investor Li Lu is Buying MORE Google Stock | Why?
The AI Race is ON! Google Showcases New AI Products
Is OpenAI ChatGPT Disrupting Google? Founders Come Back!
I Just Bought Tesla Stock for the 1st Time!
Recommended book - mentioned in this episode:
Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life, by William Green (refferal link) https://amzn.to/3WGcleJ
Using a referral link helps support the pod, thanks!
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
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.