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Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management)
Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time.
Timestamps:
00:00 Intro
00:14 Mohnish Pabrai's stock portfolio
02:17 Brookfield Asset Management Inc
04:08 Why did Pabrai buy BAM stock?
Related episode:
Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU…
The skinny
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