Mohnish Pabrai

Mohnish Pabrai

Last Update: 2014-08-13

Number of Stocks: 9
Number of New Stocks: 1

Total Value: $481 Mil
Q/Q Turnover: 15%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mohnish Pabrai' s Profile & Performance

Profile

Mohnish Pabrai is Managing Partner of Pabrai Investment Funds, a group of focused value funds. Since inception in 1999 with $1 million, Pabrai Funds has grown to over $400 million in assets under management.

Investing Philosophy

Pabrai is a value investor. Pabrai invests primarily in smaller companies, those with a market cap in the half billion dollar range, that are out of favor. He tends to run concentrated portfolio with 10-20 names.

Total Holding History

Top Ranked Articles

10 Questions to Mohnish Pabrai – The Answers
GuruFocus readers are given an opportunity by Mr. Mohnish Pabrai (also a GuruFocus reader) to ask 10 questions. We got answers back from Mr. Pabrai to some questions. Read more...
10 Questions to Mohnish Pabrai – Additional Answers
We had a question and answer session with Mohnish Pabrai. Today we got some more answers. Do read them and you will learn something from it. Read more...
Simplicity and Focusing on the Big Picture
Peter Lindmark of Lindmark Capital, LLC: "Investors should follow the prescriptions of Einstein, Buffett, Gates, and Pabrai in simplifying, identifying the key variables, writing out your thesis, and investing when the situations are no-brainers!" Read more...
Pabrai’s Perfect Portfolio
Mohnish Pabrai’s portfolio is not perfect because of what is inside, but rather because of how the fund is assembled. Pabrai is the managing partner of the Pabrai Investment Funds, a partnership with $500 million under management. Besides the 29% returned annually to partners, Pabrai has designed brilliant portfolio concepts. Read more...
Do what Pabrai says, but not always what he does
I like Pabrai. A lot of what he says makes sense. I have to say though that I was shocked at some of his investments in 2008 such as Compucredit and Delta Financial. Not because they were bad investments, but because he was making them at the same time that he was promoting the concept of "heads I win, tails I don't lose much". Both of these were clearly companies that could have the rug pulled out from under them as they relied on other people for funding. Read more...
» More Mohnish Pabrai Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ten Stocks Picked By Super Investors And You Can Buy At A Lower Price Than The Gurus Paid
It is important to learn from the best and clone their strategy, as noted by Mohnish Pabrai (Trades, Portfolio) of the Pabrai Investments. This author compiled a list of 60 Super Investors, with a combined asset of $428B under management, based on data from dataroma.com. Every manager in the list has a long and successful track record. A few of them, like David Einhorn (Trades, Portfolio), Bill Ackman (Trades, Portfolio), Lou Simpson (Trades, More...

LONG


  • Currently 4.64/5

Rating: 4.6/5 (14 votes)

GUY SPIER EXPOSED! The Education of A Value Investor (Book Review) Warren Buffett,Mohnish Pabrai - GUY SPIER EXPOSED! The Education Of A Value Investor (Book Review)
As I flip through the pages of Guy Spier's new book, The Education of A Value Investor, a recurring theme keeps launching out at me from my margin notes. Here they are: More...

GUY, SPIER, MOHNISH, PABRAI, WARREN, BUFFETT, BOOK, REVIEW, VALUE, INVESTING


  • Currently 3.50/5

Rating: 3.5/5 (8 votes)

Culp: A Superior Capital Allocator Mohnish Pabrai - Culp: A Superior Capital Allocator
Upon Mohnish Pabrai (Trades, Portfolio) interview, he concluded what he learned from Warren Buffett below: More...

LONG, VALUE


  • Currently 5.00/5

Rating: 5.0/5 (5 votes)

Mohnish Pabrai at Google
  • Currently 4.00/5

Rating: 4.0/5 (4 votes)

What to Read: Best Books for the Beginner Investor Mohnish Pabrai - What To Read: Best Books For The Beginner Investor
How do I educate myself as an investor? More...

  • Currently 5.00/5

Rating: 5.0/5 (3 votes)

Mohnish Pabrai: Think Differently to Achieve Different Results Mohnish Pabrai - Mohnish Pabrai: Think Differently To Achieve Different Results
I recently came across two videos with Mohnish Pabrai (Trades, Portfolio). Readers here know that Mohnish is one of my favorite investors to listen to. He is extremely generous with his time, and he has a genuinely interested attitude toward his audience. You can tell that he truly enjoys teaching others about his investment experiences. More...

  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

Mohnish Pabrai Lecture - Applying Marketing Ideas to Value Investing
Mohnish Pabrai over the past 15 or so years has proven himself to be a very successful investor. More...

  • Currently 4.68/5

Rating: 4.7/5 (34 votes)

If I Ran a Value Investing Business School Warren Buffett,Mohnish Pabrai - If I Ran A Value Investing Business School
“If I ran a business school there would be only 2 courses. How to value a business and how to think about markets. No modern portfolio theory, no beta, etc. You don’t have to be right on 4,000 or 400 businesses - not even 40. Circle of competence. Start with a small circle and slowly expand. Don’t spend time on companies that don’t lend themselves to valuation. Accounting is useful, but sometimes it is not meaningful. Durability of competitive advantage is the key. And market fluctuations. The market is there to serve you - not instruct you.” More...

WARREN BUFFETT, BEN GRAHAM, NASSIM TALEB, HOWARD MARKS, DAVID EINHORN, BILL ACKMAN, CARL ICAHN, SETH KLARMAN, PETER LYNCH


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Mohnish Pabrai Webcast with Clemson Students
On March 3, 2014, Mohnish Pabrai (Trades, Portfolio) did a webcast with students from Clemson (his alma mater). More...

MOHNISH PABRAI


  • Currently 4.25/5

Rating: 4.3/5 (12 votes)

Position Sizes, Kelly Criterion and Prudent Capital Allocation Warren Buffett,Mohnish Pabrai - Position Sizes, Kelly Criterion And Prudent Capital Allocation
Rule One: Never lose money More...

WARREN BUFFETT, BILL GROSS, MOHNISH PABRAI


  • Currently 3.33/5

Rating: 3.3/5 (3 votes)

Entrepreneur Arbitrage Spreads and the Commonality of Locality Mohnish Pabrai - Entrepreneur Arbitrage Spreads And The Commonality Of Locality
There is a great book that was written in 2000 by Amar Bhide called "The Origin and Evolution of New Businesses." More...

MOHNISH PABRAI


  • Currently 3.57/5

Rating: 3.6/5 (28 votes)

Management Quality of Horsehead Holding Corporation - A Mohnish Pabrai Investment Mohnish Pabrai - Management Quality Of Horsehead Holding Corporation - A Mohnish Pabrai Investment
In this article I would like to discuss some of the points about the management of Horsehead Corporation (ZINC). These are my takeaways after reading the annual reports of Horsehead Corporation. More...

ZINC, HORSHEAD HOLDING CORPORATION, MOHNISH PABRAI


  • Currently 4.87/5

Rating: 4.9/5 (23 votes)

De-dopaminize Your Investment Process Mohnish Pabrai,Jeff Auxier - De-dopaminize Your Investment Process
During 2013 I’ve had the honor and luck to meet a few great investors, and one of the questions I always ask is, “How do you suppress your urge to act?” More...

  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Imitation as Fast Track - Mohnish Pabrai Review of Low P/E Stocks
In the ancient world of India, a disciple would sit at the feet of his guru for a transmission, a way of learning something priceless that goes way beyond book-learning. Today the same sort of guru-disciple relationship happens between elders and next-gen investors who admire not only what a mentor does, but how he or she does it. After studying Mohnish Pabrai’s successful hedge fund performance, the art of imitating the world’s greatest investor reveals itself as the ultimate fast track. More...

CAPITAL MARKETS, BANKS – GLOBAL, INSURANCE - DIVERSIFIED


  • Currently 3.13/5

Rating: 3.1/5 (31 votes)

Horsehead Seems to Be Pabrai's Most Active Investment… But Why? Mohnish Pabrai - Horsehead Seems To Be Pabrai's Most Active Investment… But Why?
On Dec.11, Mohnish Pabrai added Horsehead Holding Corp. (ZINC). It was the 13th time he added the stock during 2013, which makes me feel that Pabrai is making a bet that zinc is about to get a lot more valuable. So let's take a look at this company and try to explain to investors the reasons this is an apparently appealing investment opportunity. More...

LONG, MATERIALS, ZING, HOLDINGS, METAL, ZINC, TCK, ECOL, BOOM


  • Currently 4.33/5

Rating: 4.3/5 (3 votes)

Mohnish Pabrai Wisdom
More...

MOHNISH PABRAI


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

One Hour and 53 Minutes of Mohnish Pabrai - Talking to Boston College
Come in from the cold, pull up a chair and go to investing school. More...

  • Currently 4.67/5

Rating: 4.7/5 (3 votes)

Mohnish Pabrai Presentation on the Importance of Checklists
  • Currently 2.91/5

Rating: 2.9/5 (11 votes)

How Position Sizing Based on Probability of Returns Can Save Your Portfolio David Einhorn,Mohnish Pabrai - How Position Sizing Based On Probability Of Returns Can Save Your Portfolio
As I was writing this, I got Vitaliy Katsenelson’s latest article on J.C. Penney. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Mohnish Pabrai - Keynote Address on Nov. 9, 2013 at TiECON Southwest
Entrepreneur, hedge fund manager and philanthropist. More...

Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

Martindupont53@facebook
ReplyMartindupont53@facebook - 3 months ago
Popeyes101,
BRK probably
Popeyes101
ReplyPopeyes101 - 6 months ago
Mohnish mentioned that he is buying an insurance company in his latest presentation. Any idea which one might he be interested in?
Kartikey1
ReplyKartikey1 - 6 months ago
Muzzleloadin,
Try to look for Dalal Street LLC (here is a quick link - http://www.nasdaq.com/quotes/institutional-portfolio/dalal-street,-llc-881744)

All the Best.
Kartik Patel
Muzzleloadin
ReplyMuzzleloadin - 6 months ago
I have not been able to find Pabrai's SEC filings either.
Csucag2
ReplyCsucag2 - 7 months ago
Hi, where can i find pabrai's filings, as the sec ones i can find are out of date plus the above doesn't show the warrants he holds?

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK