Mohnish Pabrai & Guy Spier have advised Warren Buffett to rush to India to buy a “great company run by a great manager with a great franchise”. Link to 13F filings: SEC filings: As of 03/31/2020. Their last reported 13F filing for Q1 2020 included $146,640,000 in managed 13F securities and a top 10 holdings concentration of 97.52%. Aquamarine Capital Management is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $246,022,898 (Form ADV from 2020-03-30). May13th 2017 15 Comments Written by Arjun. I believe he has some european holdings as well. Guy Spier (D ataroma, 2017) David Einhorn (D ataroma, 2017) Seth Klarman (D ataroma, 2017) Lou Simpson . Party City Q1 2019 Earnings Call Transcript – The Motley Fool. In today’s article, we will discover how to find these 13F filings, in addition to how to use that information for your investment ideas; also, we will discover the power of cloning these investments. As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents. He is well known for bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett June 25, 2008. Guy Spier 13F – WhaleWisdom. Guy Spier’s Aquamarine Capital Portfolio increased 18.89% from $125M to $149M during the quarter. Mohnish Pabrai & Guy Spier have advised Warren Buffett to rush to India to buy a “great company run by a great manager with a great franchise”. Mohnish Pabrai & Guy Spier Recommend “Next Berkshire Hathaway Stock” To Warren Buffett.
Lou Simpson retiring from Geico – Chicago Tribune. Guy Spier (born February 4, 1966) is a Zurich-based investor and author of a book on investing entitled The Education of a Value Investor. Mohnish Pabrai & Guy Spier Recommend “Next Berkshire Hathaway Stock” To Warren Buffett. The stock is the “next Berkshire Hathaway”, the duo has assured him. Mohnish Pabrai 13F – WhaleWisdom. The stock is the “next Berkshire Hathaway”, the duo has assured him.
Fiat Chrysler Unveils Renault Merger Proposal – The Wall Street Journal
The portfolio remained untouched during the quarter. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. Johnny Hopkins January 16, 2020 Guy Spier Leave a Comment One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC.
I have used these filings to help me find some great investment ideas from the likes of Monish Pabrai, Warren Buffett, Guy Spier, Charlie Munger, and many more.
Berkshire Hathaway at ~20% of the portfolio is the largest position. Aquamarine Capital Management - Guy Spier assets under management (13F Holdings), latest news, 13D/G filings, and investor letters provided by Insider Monkey
I have used these filings to help me find some great investment ideas from the likes of Monish Pabrai, Warren Buffett, Guy Spier, Charlie Munger, and many more. Talk With Matthew Peterson Is now the time to invest? I don't think this includes his european holdings. Tracking Guy Spier's Aquamarine Capital Portfolio - Q4 2016 Update Aquamarine Capital’s 13F portfolio increased from $125M to $149M during the quarter.
These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. Aquamarine Capital Management LLC Info: Size ($ in 1000's) At 03/31/2020: $146,640 At 12/31/2019: $217,286 Aquamarine Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aquamarine Capital Management LLC 13F filings. In today’s article, we will discover how to find these 13F filings, in addition to how to use that information for your investment ideas; also, we will discover the power of cloning these investments.
In 2009, he was featured in "the Checklist Manifesto", by Atul Gawande regarding his use of checklists as part of his investment process. May13th 2017 15 Comments Written by Arjun.