Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner

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.