Super Investor Portfolios: Mohnish Pabrai, Guy Spier, Chuck Akre

The John Johnston Lounge · Feb 19, 2024 · 19m

This episode investigates which stocks the super-investors Mohnish Pabrai (Pabrai Investment Funds), Guy Spier (Aquamarine Capital Management), and Chuck Akre (Akre Capital Management) have been buying and selling in their portfolios during Q4 2023. For sections see below timestamps: 00:34 Mohnish Pabrai portfolio - Pabrai Investment Funds 05:43 Guy Spier portfolio - Aquamarine Capital Management 10:20 Chuck Akre portfolio - Akre Capital Management Related episodes: Michael Burry & These Super Investors Are Buying Alibaba & JD Stock https://youtu.be/JgFtAYQrnLg Super Investor Terry Smith…