The Art of Value Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner
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
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