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

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 Group Related episodes: Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner https://youtu.be/PfnuMxrVAhc I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, 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 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