Portfolio updates of top investors - Munger, Spier, Pabrai, Marks & more (14Nov2023)
Some of the top investors have filed their Q3/2023 13F - holdings of various portfolios of stocks listed in the USA. Let us look at some of the top investors, their portfolios, and their activities (made up of sales and purchases). As a growing and learning investor, it is hard for me to skip the materials shared by folks like Charlie Munger, Mohnish Pabrai, Guy Spier, and Howard Marks. I have spent them watching their interviews, reading their articles, and digesting their books. There are other folks like Peter Lynch and Warren Buffett who have shaped my investing paradigm tremendously. Despite the great admiration, it is not good for me (personally) to copy their positions without doing my own due diligence. As we resonate with their principles and stories, we may have different investing time horizons, risk-reward tolerance, and perspectives. Over the recent months, I have added macro into my considerations. Thus, I do use their positions as a reference or a filter . My ...