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Podcast: The John Johnston Lounge
Episode: Guru Portfolios Updates Q2 2023: Pabrai, Akre, Klarman, Gayner
Description: 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 - B...