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📝 DESCRIPTION: August 2022 13F filings are out and we look at our favourite super investors (investing gurus) to see which stocks they purchased.  The super investors we covered today are:  Intro: 00:00 Warren Buffett: 00:10 Li Lu: 01:41 Bill Ackman: 02:33 Michael Burry: 03:06 Guy Spier:...
Published 09/02/22
Mohnish Pabrai has a free lunch portfolio in which he provides stock updates on an annual basis. We previously did an episode in January on the free lunch portfolio. This is our August 2022 update for the Mohnish Pabrai Free Lunch Portfolio. -------------------------------------------- 🧰 CBM...
Published 08/12/22
📝 DESCRIPTION: Bill Gurley’s Mental Models to filter good growth business. Based on the article “All Revenue is Not Created Equal”: https://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/ -------------------------------------------- 🧰 CBM...
Published 08/05/22