Super Investors Portfolio Update Q4 2023

💵 PATREON | Find Best Companies at Best Prices, With Our STOCK RANKING - / baldinvestor
🎓 NEW COURSE | Dividend Investing For Beginners - baldinvestor.thinkific.com
Do you want to find new ideas for investments?
Well, let’s see what stocks super investors are buying and selling currently.
We will take a closer look at Warren Buffett, Mohnish Pabrai, Howard Marks, Seth Klarman, Chuck Akre, Bill Ackman, and David Tepper.
🗃 Content:
0:00 What is 13F?
1:33 Top 10 Buys
4:25 Warren Buffett
5:21 Mohnish Pabrai
6:06 Howard Marks
6:52 Seth Klarman
7:12 Chuck Akre
7:42 Bill Ackman
8:14 David Tepper
#superinvestors #stockportfolio #stocktobuy
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DISCLAIMER:
I am not a financial adviser. This video is for educational and entertainment purposes only. Seek professional help before making any investment decision.​

[@Szeccs]

Thank you for the video!

[@BaldInvestor]

My pleasure! Thanks for watching.

[@arturomagana5843]

Thank you very much for the video

[@BaldInvestor]

So nice of you. Thank you for watching.

[@mididoddi]

Thank you very much for the video 🙏

[@BaldInvestor]

My pleasure. Thank you for watching.

[@derktktk]

Love this content.

[@BaldInvestor]

I'm glad you do. Thanks.

[@dannthegentleman4261]

Nice video! Pabrai seems to be interested in some Coking Coal (the Coal used mainly for steel-production). Since he started a position in Warrior Met Coal and a 200% increase in ARCH Resources, while also selling Consol Energy, which is a Thermal Coal company (Coal used mainly for energy production). So maybe that indicates a repositioning of his coal investment, instead of investing in Coal used for producing electricity which can have it's demand endangered in future specially with the projects of de-carbonization and such, he might be preferring to stay in the steel production side instead.

[@BaldInvestor]

I believe this is exactly the case. I had also this impression after watching his Q&A at LSE that he did in January.

[@minfiniti5874]

You should make a video on CHTR as a follow up. It’s a very interesting value proposition right now.

[@BaldInvestor]

Thanks for the idea. 👍

[@1Takipci.]

+1

[@mididoddi]

@@BaldInvestor CHTR has a lot of debt. Do you agree or no?

[@BaldInvestor]

Just looked it up. It is MASSIVE. Over 95 Billion long term debt, and free cash flow is around 3 Billion and cash is around 700 Million. Not good.