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 Tepper - Appaloosa Management 19:49 Thomas Gayner - Markel    Related episodes: Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard https://youtu.be/HR_gJ6WOe60 Investor Li Lu is Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The AI Race is ON! Google Showcases New AI Products https://youtu.be/xL7MvGAjdew Is OpenAI ChatGPT Disrupting Google? Founders Come Back! https://youtu.be/7dLT_CDITmg I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Recommended book - mentioned in this episode: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life, by William Green (refferal link) https://amzn.to/3WGcleJ Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.