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Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai Buys Occidental Petroleum + These Stocks
Description: Here’s an update of the top 10 positions in the Mohnish Pabrai Wagons Fund stock portfolio, for Q1 2024, and a recap of the 20 positions held at the end of Q4 2023. There have been some additions to the portfolio, including adding Occidental Petroleum stock. Did Pabrai “shameless clone” this stock from Warren Buffett himself? Timestamps:00:14 Pabrai Wagons Fund investor updates02:15 Portfolio recap, December 2023 - 20 stock portfolio04:24 Pabria Wagons Fund, March 2024 top 10 holdings07:10 Individual stock additions, close up - 4 new stocksRelated episodes:Mo...