August 2023 Guru Portfolios: Buffett, Munger, Pabrai, Spier, Li Lu, Bloomstran

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  • Опубликовано: 29 окт 2024

Комментарии • 47

  • @InvestingwithTom
    @InvestingwithTom  Год назад +3

    What were some of your highlights this 13f season?

    • @smooth_mo_dee6485
      @smooth_mo_dee6485 Год назад +2

      Monish’s portfolio was the biggest surprise for me as well. I did a little bit of digging over the weekend and I think both AMR and CEIX may be longer term plays for him than we think. They’re both debt free and I believe it may be a bet on aggressive share buybacks, coal power plant development/growth in India, India cement export growth (requires coal), and steel production growth. CEIX is the lowest cost thermal coal exporter so even during a downtown in coal prices there’s some margin of safety. Still researching AMR but would be curious on others opinions of these two companies.

    • @SwaringeUkluk
      @SwaringeUkluk Год назад

      Pabrai's moves
      Baupost adding to FIS

    • @composedcapital2841
      @composedcapital2841 Год назад +1

      Pabrai exposing himself as a fraud

    • @Pizza-gb1ch
      @Pizza-gb1ch Год назад

      @@composedcapital2841 why fraud?

  • @serraaktan-nn6vg
    @serraaktan-nn6vg Год назад +2

    I have no idea whether Pabrai’s recent trades will achieve favorable results. But I take issue with him being seen as the heir to Charlie Munger’s philosophy. He is anything but

  • @malkov0001
    @malkov0001 Год назад +4

    Micron is very a capital-intensive business and does not have a large moat. I'm not surprised Mohnish and Li Lu sold out. I hope someone asks Mohnish (in his podcast) why he invested in MU in the first place. Good to see Guy and Li hold large positions in Berkshire. BRK.B is about 20% of my portfolio. It was never intended to be. It's just grown a lot over the past 12 years - especially due to the rise of the USD and fall of the AUD.

    • @ibreakkidslegs
      @ibreakkidslegs Год назад +2

      Mohnish has explained it. The memory business has consolidated, the technology does not advance as drastically as computational hardware, and the current big players cooperate by announcing details on what they're doing.

    • @jasonwhiteley3612
      @jasonwhiteley3612 Год назад

      He may of sold because China has announced bans on Micron & higher % are also a negative

    • @Pizza-gb1ch
      @Pizza-gb1ch Год назад +2

      What @ibreakkidslegs said and he expected the big three to begin working as oligarchy. But Samsung didn't play along.

    • @cookiejar01
      @cookiejar01 Год назад

      Yes, he expected a cyclical businesses to be no longer cyclical and he was wrong.

  • @tomkn777
    @tomkn777 Год назад

    Hi everyone. Where to find the 13F file of those big guys? Thanks

  • @susymay7831
    @susymay7831 Год назад

    Tom, another great video!!
    Please consider a deeper dive into EWBC.

  • @soup100
    @soup100 Год назад

    AMR has solid numbers. Should de well for Monish

  • @imadkhochman4290
    @imadkhochman4290 Год назад

    Hi Tom ! Which website do you use to track these updated investments please ? Thank you

    • @InvestingwithTom
      @InvestingwithTom  Год назад +1

      Whalewisdom or Dataroma usually, and Tikr for international

  • @cookiejar01
    @cookiejar01 Год назад +4

    Pabrai is the Master of Doing Too Much!

  • @lukemaloney-grimes5816
    @lukemaloney-grimes5816 Год назад

    Another great video Tom! See you at the Berkshire meeting 2024 👍🏽

  • @sammango2851
    @sammango2851 Год назад +2

    Li lu is one of 2 money managers to invest on behalf of Charlie? ..who was the other person?

    • @InvestingwithTom
      @InvestingwithTom  Год назад +1

      Charles Jennings in Australia

    • @cookiejar01
      @cookiejar01 Год назад

      @@InvestingwithTom potential topic for a new video?! 📹 👀

  • @susymay7831
    @susymay7831 Год назад +1

    Who is the second investor who Charlie Munger has given money to to invest on his behalf? Li Lu being the first.

  • @MrMe629
    @MrMe629 Год назад

    Would have been interesting to hear more of your thoughts on bigger changes and their investment thesis.

  • @susymay7831
    @susymay7831 Год назад +1

    What is the link to Tom's Twitter account?
    So far I have seen two imposters.

  • @rajibear77
    @rajibear77 Год назад +2

    Who is the other fund manager that Charlie Munger uses for his investments?

  • @composedcapital2841
    @composedcapital2841 Год назад +13

    Tired of Pabrai being called a superinvestor. Liked that you included Bloomstram

    • @Atemi1990
      @Atemi1990 Год назад +1

      Same here not only him a lot of people shoukd be called like that.

    • @Balance3rd
      @Balance3rd Год назад +3

      He is bro

    • @tombrady4977
      @tombrady4977 Год назад +3

      Super investor? He had only one good investment - the lunch with Buffett. Now he uses to name drop it and brag all the time.😂

    • @Balance3rd
      @Balance3rd Год назад

      @@tombrady4977 nahhh

    • @alverzenongkhlaw5688
      @alverzenongkhlaw5688 Год назад

      ​@@tombrady4977what's your total worth in the market

  • @Car-guy307
    @Car-guy307 5 месяцев назад

    Have you stopped doing new videos?

  • @george6977
    @george6977 Год назад

    👍

  • @ipdaily1488
    @ipdaily1488 Год назад +1

    Still waiting for Norbert Lou to go big

  • @robertstilson9294
    @robertstilson9294 Год назад

    Bloomstran crushed on $dg

  • @vaw7016
    @vaw7016 Год назад

    Please do the test. Try to say someting on the conflict in the Middle Eastand Guy Spiers opinion. Your comment will be removed...

  • @briannugent5399
    @briannugent5399 11 месяцев назад

    Prabrai by his own admission is a cloner and a “hacker”. His selfies of Charlie Munger are frankly distasteful. The investments he has made since I followed him have been a complete disaster. Seritage, Horsehead and Baba. On Baba, unlike Munger, Prabrai sold his shares when it crashed. The opposite of any good investor .