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Tag Archives: Mohnish Pabrai
Mohnish Pabrai Has Not Made an Investment in a New Idea in Over 18 Months
Forbes once identified Mohnish as one of the investment managers who could assume the value-investing guru mantle from Buffett. In his 2013 Annual Letter, Pabrai wrote that he has not found a new idea in which to invest in over eighteen … Continue reading
Patience, but the Willingness to Act Decisively when Opportunities Arise…
..these are the keys to investment success, not throwing capital at 500 companies merely because those companies are in somebody’s index… Continue reading
Typical Story of an Unknown Value Investor with Little AUM
The NYSSA linked to a story in Smart Money that I had to share. It is a story of a fund manager who seeks to buy companies that are trading at a discount to their intrinsic value and that have excellent long-term prospects; in other … Continue reading
Posted in Uncategorized
Tagged Allan Mecham, Arlington Value Management, Baupost Group, Behavioral Finance, Closet Indexers, Conventional Professional Investors, David Einhorn, Entrepreneurial Spirit, Greenlight Capital, Housing Bust, Mohnish Pabrai, Seth Klarman, T2, Value Investing, Warren Buffett, Whitney Tilson
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Similar Investors Perform Alike…
…as Buffett noted in his Superinvestors speech–see tab above–despite having little overlap in their portfolios. I liberally copied from the business models used by Ben Graham, Warren Buffett, David Einhorn, Seth Klarman, and Mohnish Pabrai. Those investors started small with … Continue reading