Superinvestor Portfolios Q4 2023: Buffett, Munger, Li Lu, Spier, Pabrai, and Burry

[@HelloWorld-hb7yt]

good content, thank you.

[@MichelleMarki]

You're welcome! :)

[@garychan3286]

thanks for sharing the 13f. Would be worth hearing your updates when 13f releases quarterly.

[@MichelleMarki]

You're right, I haven't gotten to review the latest 13F holdings of superinvestors in Q1 this year! I will keep this in mind to work on, thank you! :)

[@financeabcs]

The 2023 Warren Buffett letter comes out tomorrow!!

[@MichelleMarki]

Yes I'm planning to read it!! I saw on the first page he made a tribute to Charlie! :D

[@financeabcs]

Hey investor friend! 😊

[@MichelleMarki]

Howdy hii!

[@menash07]

Why do u think is Li Lu not buying Chinese stocks even at current crazy low valuations?

[@MichelleMarki]

That's a good question, though how do we know he's not buying Chinese stocks? He may very well be doing exactly that, he's just maybe not buying the US-listed BABA or others on an American stock exchange.

[@menash07]

He wouldn’t be able to buy the stocks in China because I think he was exiled from country due to revolting against the government.

[@financeabcs]

You forgot to mention an American stock Warren Buffett has been buying in 2023 and that is Berkshire Hathaway!! 😂😂😂Nice review of the stock holdings. It’s sad that Warren doesn’t list the largest stock holdings in his letter as he used to. ☹️

[@MichelleMarki]

Hahaha yes sad and interesting in this letter how Buffett didn't really talk about his own share repurchases of Berkshire, unlike in a few prior letters. It's also hard to tell because any repurchases they're doing hasn't dented their massive $168B+ cash pile! 😲

[@victormorrison441]

Sometimes you have to follow an idea that you know... I bought a Nintendo Switch because I travel alot and get bored... Saw what kind of Hardware it has and saw ARM chips... saw they were in alot of other stuff that powers AI and other video game stuff. Saw that Nintendo plans a new console at the end of 2024. Back at the end of Sept when NVIDA could not buy them and they went public IPO... I backed the truck up on it. It fell for a while but was able to not drop to a sell point. I was a HODL... It has been a fun ride but getting ready to "Start Selling in March-May and go away" :)

[@MichelleMarki]

Wow, impressive to hear your story! Glad you have benefited! :)

[@victormorrison441]

First!

[@MichelleMarki]

Thank you Victor! :D

[@PassportBrosBusinessClass]

NVIDIA to the MOON!!!

[@MichelleMarki]

Haha good on ya!! :D