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Podcast: The John Johnston Lounge
Episode: Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner
Description: Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See below timestamps:00:00 Super investor portfolios - Fish where the fish are00:52 Mohnish Pabrai - Pabrai Investments portfolio03:58 Arch Resources (ARCH)07:00 Chuck Akre - Akre Capital Management portfolio12:57 Seth Klarman - Baupost Group portfolio15:19 Tower Semiconductor Ltd (TSEM)17:33 Clarivate PLC (CLVT)18:50 Thomas Gayner - Markel Asset Management portfolioRelated episode:Chuck Ak...