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Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management)
Description: Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time.Timestamps:00:00 Intro00:14 Mohnish Pabrai's stock portfolio02:17 Brookfield Asset Management Inc04:08 Why did Pabrai buy BAM stock?Related episode:Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU#in...