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Hosted by PortfolioCasts · 🇺🇸 US · EN · 25 episodes
Established thought leaders with verified media credentials.
PortfolioCasts breaks down real investor portfolios — not stock tips, not hype.Each episode explores how legendary investors like Warren Buffett build portfolios, manage risk, and think long term.If you want to understand investing through portfolio thinking, this show is for you.PortfolioCasts is a podcast for long-term investors who want to understand how great investors actually invest.🎧 New episodes explore investor portfolios, portfolio lessons, and timeless investing principles.Educational content only. Not financial advice.
PortfolioCasts hosts PortfolioCasts | Investor Portfolio Podcasts, a business show with 25 episodes published.
In this episode we use a data-only lens to walk through Chuck Akre (Akre Capital Management) portfolio snapshot. The goal is to translate the holdings into a simple story about Rates & Credit Cycle, supported by Valuatio
In this episode we use a data-only lens to walk through Chuck Akre (Akre Capital Management) portfolio snapshot. The goal is to translate the holdings into a simple story about Rates & Credit Cycle, supported by Valuatio
A concise, data-only overview of Thomas Russo's portfolio through the lens of Quality vs Valuation. We note the top holdings and sector tilt for context. In this episode we use a data-only lens to walk through Thomas Rus
Ruane Cunniff’s Sequoia Fund is a textbook example of focused, long-term investing built around outstanding businesses. In this episode, we break down the Sequoia Fund portfolio, highlighting key holdings like Alphabet,
A concise, data-only overview of Prem Watsa's portfolio through the lens of Concentration & Conviction. We note the top holdings and sector tilt for context. In this episode we use a data-only lens to walk through Prem W
A concise, data-only overview of Nelson Peltz's portfolio through the lens of Concentration & Conviction. We note the top holdings and sector tilt for context.In this episode we use a data-only lens to walk through Nelso
Pat Dorsey is widely respected for his framework around economic moats and business quality. In this episode, we break down Dorsey Asset Management’s portfolio, covering standout holdings like ASML, Meta, AutoZone, Alpha
Guy Spier is known for his disciplined, long-term value investing approach inspired by Warren Buffett and Charlie Munger. In this episode, we break down Aquamarine Capital’s portfolio, discussing key positions like BRK.A
Li Lu is one of the most respected long-term investors, known for focus, conviction, and patience. In this episode, we analyze Himalaya Capital Management’s portfolio, exploring major positions like GOOGL, PDD, BRK.B, BA
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Leon Cooperman. Cooperman’s portfolio reflects a balanced approach — combining high-conviction equity positions with broad mark
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Howard Marks and Oaktree Capital Management. Oaktree specializes in credit, distressed debt, and value-oriented investments, gu
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of David Einhorn and Greenlight Capital. Greenlight follows a disciplined, research-driven approach, often incorporating cyclical
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Daniel Loeb and Third Point. Third Point blends long-term compounders with event-driven opportunities, often investing around c
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Bill Miller and Miller Value Partners. Miller is known for his bold, contrarian bets and long-term approach to investing across
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of the Bill & Melinda Gates Foundation Trust. The foundation follows an endowment-style approach, emphasizing long-term ownership
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of iconic activist investor Carl Icahn and Icahn Capital Management. Icahn is known for taking concentrated stakes and pushing for
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of ValueAct Capital, led by Mason Morfit and Rob Hale. ValueAct follows an activist, research-intensive strategy focused on long-t
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we break down the portfolio of Stephen Mandel, founder of Lone Pine Capital. Lone Pine follows a concentrated, research-driven approach focused on high-qua
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of legendary investor David Tepper, founder of Appaloosa Management. Tepper is known for his aggressive macro views and ability to
In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Chase Coleman, founder of Tiger Global Management. Known for its high-growth and tech-heavy strategy, Tiger Global’s portfolio
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PortfolioCasts | Investor Portfolio Podcasts is hosted by PortfolioCasts. The show is categorised under business (investing) and has published 25 episodes.
PortfolioCasts | Investor Portfolio Podcasts has published 25 episodes.
PortfolioCasts | Investor Portfolio Podcasts regularly covers business, investing. It sits in the business category, with a investing focus.
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