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Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
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 Intro
00:15 Warren Buffett & Charlie Munger - Berkshire Hathaway
05:15 Mohnish Pabrai - Pabrai Investments
09:00 Li Lu - Himalaya Capital Management
12:08 Chuck Akre - Akre Capital Management
15:40 Bill Ackman - Pershing Square Capital Management
16:59 David…
The skinny
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