Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller.

The Art of Value:

https://anchor.fm/theartofvalue

YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg

Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2

Twitter: https://twitter.com/theartofvalue

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 help before making any investment decision.