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Podcast: Global Value
Episode: Chuck Akre's Stock Portfolio Deep Dive
Description: Want to support Global Value? https://www.patreon.com/GlobalValue
Chuck Akre owns 21 stocks in his portfolio worth 13.3 billion dollars. In this video we’re covering his top 10 biggest positions including one that doesn’t show on his normal filings. Starting with Costar Group (CSGP). Akre's other stocks include Brookfield (BN), Visa (V), Roper Technologies (ROP), O'Reily Automotive (ORLY), American Tower (AMT), KKR (KKR), Constellation Software (CSU), Moody's (MCO), and Mastercard (MA).
Chuck Akre is a legendary, long-term value investor who founded Akre Capital Management in 1989. He coined the "three-legged stool" investing approach that analyzes strong business models, healthy rate...