Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections.

Timestamps:

00:00 Guru portfolios Q2 2023 Intro

00:26 Mohnish Pabrai - Pabrai Investments

03:04 Alpha Metallurgical Resources (ticker: AMR)

07:00 Consol Energy Inc (stock ticker: CEIX)

08:25 Brookfield Corp (stock ticker: BN)

09:52 Micron Technology (stock ticker: MU)

10:58 Chuck Akre - Akre Capital Management

14:56 Thomas Gayner - Markel Asset Management

20:11 Seth Klarman - Baupost Group

Related episodes:

Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg

Everything Mohnish Pabrai Said About Investor Li Lu

https://youtu.be/rqz0_soraHI

Chuck Akre Said This About How to Find 100 Baggers

https://youtu.be/xoKe1AvquTI

Investor Seth Klarman on the Everything Bubble

https://youtu.be/C4rs2M_lOKw

Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner

https://youtu.be/PfnuMxrVAhc

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

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The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

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