Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Klarman - Baupost Group portfolio 15:19 Tower Semiconductor Ltd (TSEM) 17:33 Clarivate PLC (CLVT) 18:50 Thomas Gayner - Markel Asset Management portfolio Related episode: Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Featured investment book: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (refferal link): https://amzn.to/47uztRB 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 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.