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Mohnish Pabrai

Mohnish Pabrai

Last Update: 2013-05-16

Number of Stocks: 6
Number of New Stocks: 1

Total Value: $340 Mil
Q/Q Turnover: 21%

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

Mohnish Pabrai Watch

  • Comment for Mohnish Pabrai Stock Market Insight and Commentaries--GuruFocus.com

    A hot hand gone cold.  


  • Comment for Mohnish Pabrai Stock Market Insight and Commentaries--GuruFocus.com

    Did anyone know which "Chinese Company" Pabrai current hold as referred in his new annual letter? Cheers

    ManFromShanghai  


  • The Poor Mans Mosaic - Pabrai

    I've been reading up on investing for a couple of years now. A while back I came across of a review for Pabrais book ,mosaic- A collection of investment tips from the now famous investor. There was only one problem, the book was already out of print. After some scrounging around online, I was able to find links to websites containing information that was eventually published into his book. I've attached .pdf copies of those websites for anyone who'd like a good read.

    Enjoy!  


  • Mohnish Pabrai Notes: An Evening With Charlie Munger

    This is a piece of meeting notes done by Mohnish Pabrai a few years ago. He talked with Charlie Munger. Today we are experiencing what Charlie Munger discussed a few years ago.

    "Again mentioned that risk of a derivatives linked meltdown possibilities were fairly high. Said that the dual deficits, huge consumer borrowing, huge mortgage borrowing, all the hedge fund leverage and derivatives etc. created a system that's very vulnerable."  


  • Notes from the Pabrai Funds 2008 Annual Meeting

    Mohnish Pabrai - Notes From The Pabrai Funds 2008 Annual Meeting On September 13th, I attended the 2008 Pabrai Funds annual meeting held here in Chicago. I met a few F Wall Street visitors and, unfortunately, missed meeting up with a few others. I must say that I am amazed at how many "Early Buffett" partnerships are out there.

    For the explosive growth of these types of partnerships, I give 100% of the credit to Mohnish Pabrai for structuring his partnerships like the early Buffett ones and bringing them to the public eye. (If that's Greek to you, or if you're Greek and that's Chinese, stay tuned because I'll explain "Early Buffett Partnerships" in a subsequent post.) Before Pabrai, few people knew what an "Early Buffett" partnership was.  


  • Why Ask Me? Ask Mohnish...Again

    If you have been following F Wall Street for a while, you'll remember that I went to the Pabrai Funds annual meeting last year. Mohnish Pabrai runs an Early Buffett partnership — no management fee, just a performance fee of 25% of annual profits above 6%. While he's been getting some heat from various value investors and fans/former fans around the web, Pabrai's record of outperformance is still amazing.

    Well, it's that time of year again...  


  • Mohnish Pabrai interview, lunch with Buffett

    Mohnish Pabrai, managing partner at Pabrai Investment Funds, talks with Bloomberg's Rhonda Schaffler in New York about the outlook for his lunch tomorrow with billionaire investor Warren Buffett, the credit markets and his investment strategy.

    Talks about American Express, vastly undervalued.  


  • Re: Another Bad day for Monish: How many more yellowstones?

    The key is to see if he learns from his mistakes.  


  • Another Bad day for Monish: How many more yellowstones?

    PNCL down 25% today
    CCRT down 30% today  


  • Re: ABXA > ATSG

    What do you guys think about ATSG/DHL's announcement today? It plunges ATSG stock 44%.  


  • Again CCRT?

    Per GF, Pabrai bought a position in CCRT in mid 30's, added to it in mid 20's and then reduced his stake by 80% for mid teens. Now he has added to his position...almost 2 mill shares. I know that he frequently buys/sells Berkshire as a placeholder, but what's going on with CCRT?Loved Dhandho Investor...definitely one of my favorite  


  • Value Investing Congress West: Pabrai

    Anyone have any notes on what Pabrai talked about during the conference?  


  • Where Many Investors Trip Up

    Whether you realize it or not, many investors often commit mistakes that regularly go unnoticed. Or worse, the mistake is made under the false assumption that the activity is actually correct. Such common traps include:

    1. Investing for capital appreciation when instead you should be investing for capital preservation. Investing in this manner is like crossing the street after only looking straight ahead. The destination might be clear, but without looking left and right, the consequences can be perilous.  


  • Re: PNCL

    I just read an article on what Pabrai think of PNCL.

    [www.smartmoney.com]  


  • Pabrai article in Smart Money Magazine

    There is a feature article on Pabrai in Smart Money Magazine this month. He talks about DFC a little bit. He's got a big "dude crush" on WEB.  


  • Harvest Natural Resources

    Does anyone know what happened today? There was above average volume, and the stock tanked when the market was up.  


  • Re: Insider buys

    As allways, if management can't be trusted youre scre..d in all the wrong places. Take Enron; a lot of insider buying even on margin ! Those that looked hard at the numbers and ignored everything else just didn't buy it.

    Managers that can be trusted can still make mistakes or a Yellowstone may happen ;-).  


  • More bad news for Monish

    Ternium (TX), one of the few stocks which has done well for Monish, is poised to drop further now that Chavez has threatened to nationalize it. How much of discount do you guys think his portfolio is trading to intrinsic value?  


  • Re: Who is the Buffett of Small Stocks?

    Daveinhackensack- its in his investor's letter from this year. I'm not sure if there is a link anywhere for it.  


  • Re: Who is the Buffett of Small Stocks?

    If 10 000 investors make risky investments one or two will end up looking like guru's. Pabrai looks like one of those two guru's to me at the moment. The other 9998 would-be guru's who lost out earlier in the game would certainly agree.

    Having said that Pabrai may be twice as smart as Buffett for all i know; i'm certainly not smart enough to tell. I do know rule #1 applies even to mr. M. Pabrai  





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