Superinvestor Portfolios Q1 2023: Buffett, Munger

Superinvestor Portfolios Q1 2023: Smart Money Buys

I discuss the latest investing activities of superinvestors as of Q1 2023.

By studying what superinvestors are investing in or not, their trends might give us new insights, investing ideas, and help us to become better investors.

It is fascinating that Berkshire Hathaway sold entirely out of their Taiwan Semiconductor Manufacturing Company (TSM) stake where a couple of quarters ago they originally had a $4 billion+ investment. Apparently geopolitical concerns made them reallocate their equity investments.

However, Berkshire loaded up on Hewlett Packard (HP), a stalwart computer and printer maker!

For those who like to keep tabs on Alibaba (BABA), DJCO still owned BABA as of Q1 2023 while Michael Burry of Scion Asset Management doubled down on his BABA and stakes. Burry also bought lots of bank stocks during the first quarter banking turmoil, including the doomed First Republic Bank.

I also discuss Mohnish Pabrai, Guy Spier, Li Lu, Bill Miller, Bill Ackman, and Greg Alexander investments.

By studying what some of the best investors are investing in or divesting out of, we can hopefully find potentially good investment ideas too.

If you’re interested in learning how to take control of your finances and start becoming an investor like Warren Buffett, check out my free PDF guide.

I look forward to making more investor friends! Add me on Instagram: michellemarki