Guru Portfolios Updates Q2 2023: Pabrai, Akre, Klarman, Gayner

The John Johnston Lounge · Aug 14, 2023 · 22m

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 - Baupost…