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Podcast: The John Johnston Lounge
Episode: Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
Description: A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at Berkshire Hathaway), Mohnish Pabrai, Li Lu, Chuck Akre, Bill Ackman, David Tepper, and Thomas Gayner. See below for timestamps for investor sections, and related episodes.Timestamps:00:00 Intro00:15 Warren Buffett & Charlie Munger - Berkshire Hathaway    05:15 Mohnish Pabrai - Pabrai Investments09:00 Li Lu - Himalaya Capital Management12:08 Chuck Akre - Akre Capital Management15:40 Bill Ackman - Pershing Square Capital Management16:59 David Tepp...