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The Art of Value

Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner

Nov 15, 2023
24:02

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps:

00:00 Super investor portfolios - Fish where the fish are

00:52 Mohnish Pabrai - Pabrai Investments portfolio

03:58 Arch Resources (ARCH)

07:00 Chuck Akre - Akre Capital Management portfolio

12:57 Seth Klarman - Baupost Group portfolio

15:19 Tower Semiconductor Ltd (TSEM)

17:33 Clarivate PLC (CLVT)

18:50 Thomas Gayner - Markel Asset Management portfolio

Related episode:

Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI

The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue

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Featured investment book:

Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green

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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

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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.

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