What were some of your highlights this 13f season?
@smooth_mo_dee6485
Жыл бұрын
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
Жыл бұрын
Pabrai's moves Baupost adding to FIS
@composedcapital2841
Жыл бұрын
Pabrai exposing himself as a fraud
@Pizza-gb1ch
Жыл бұрын
@@composedcapital2841 why fraud?
@malkov0001
Жыл бұрын
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
Жыл бұрын
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
Жыл бұрын
He may of sold because China has announced bans on Micron & higher % are also a negative
@Pizza-gb1ch
Жыл бұрын
What @ibreakkidslegs said and he expected the big three to begin working as oligarchy. But Samsung didn't play along.
@cookiejar01
Жыл бұрын
Yes, he expected a cyclical businesses to be no longer cyclical and he was wrong.
@serraaktan-nn6vg
Жыл бұрын
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
@cookiejar01
Жыл бұрын
Pabrai is the Master of Doing Too Much!
@alverzenongkhlaw5688
Жыл бұрын
You are a master of none
@cookiejar01
Жыл бұрын
@@alverzenongkhlaw5688 Perhaps, but I don't claim to be a guru.
@susymay7831
Жыл бұрын
Tom, another great video!! Please consider a deeper dive into EWBC.
@lukemaloney-grimes5816
Жыл бұрын
Another great video Tom! See you at the Berkshire meeting 2024 👍🏽
@composedcapital2841
Жыл бұрын
Tired of Pabrai being called a superinvestor. Liked that you included Bloomstram
@Atemi1990
Жыл бұрын
Same here not only him a lot of people shoukd be called like that.
@Balance3rd
Жыл бұрын
He is bro
@tombrady4977
Жыл бұрын
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
Жыл бұрын
@@tombrady4977 nahhh
@alverzenongkhlaw5688
Жыл бұрын
@@tombrady4977what's your total worth in the market
@soup100
Жыл бұрын
AMR has solid numbers. Should de well for Monish
@susymay7831
Жыл бұрын
Who is the second investor who Charlie Munger has given money to to invest on his behalf? Li Lu being the first.
@tomkn777
Жыл бұрын
Hi everyone. Where to find the 13F file of those big guys? Thanks
@MrMe629
Жыл бұрын
Would have been interesting to hear more of your thoughts on bigger changes and their investment thesis.
@sammango2851
Жыл бұрын
Li lu is one of 2 money managers to invest on behalf of Charlie? ..who was the other person?
@InvestingwithTom
Жыл бұрын
Charles Jennings in Australia
@cookiejar01
Жыл бұрын
@@InvestingwithTom potential topic for a new video?! 📹 👀
@rajibear77
Жыл бұрын
Who is the other fund manager that Charlie Munger uses for his investments?
@InvestingwithTom
Жыл бұрын
Charles Jennings in Australia
@Car-guy307
3 ай бұрын
Have you stopped doing new videos?
@imadkhochman4290
Жыл бұрын
Hi Tom ! Which website do you use to track these updated investments please ? Thank you
@InvestingwithTom
Жыл бұрын
Whalewisdom or Dataroma usually, and Tikr for international
@susymay7831
Жыл бұрын
What is the link to Tom's Twitter account? So far I have seen two imposters.
@ipdaily1488
Жыл бұрын
Still waiting for Norbert Lou to go big
@robertstilson9294
10 ай бұрын
Bloomstran crushed on $dg
@george6977
Жыл бұрын
👍
@vaw7016
10 ай бұрын
Please do the test. Try to say someting on the conflict in the Middle Eastand Guy Spiers opinion. Your comment will be removed...
@briannugent5399
10 ай бұрын
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 .
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