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  • vgm commented on Kyle Ferguson's article 12 hr ago
    Mohnish Pabrai Builds His Position in Horsehead Holding
    Guru Mohnish Pabrai (Trades, Portfolio), an engineer, investor, author, philanthropist and competitive bridge player, has recently been increasing...
    View all 14 comments
    vgm 11-29 10:22
    • There's a person over on Seeking Alpha who does a good job every quarter tracking the portfolios of several guru investors, including Pabrai.


      He notes the following discrepancy for ZINC in the 3Q:

      "The size of this position per the regulatory Form 4 ownership filing does not tally with the figure in the 13F report. Per Form 4, they own 8.3M shares but the 13F report only shows 6.3M shares. The last transaction per Form 4 happened in August 2015 when there was a stake increase of ~160K shares at an average cost of around $7.50 per share."



  • vgm commented on Sheila Dang's article 11-20 19:20
    'Tiger Cub' Chase Coleman Buys Anheuser-Busch, Time Warner Cable
    As a “Tiger Cub,” or former protégé of the legendary investor Julian Robertson (Trades, Portfolio), it’s little surprise that Chase Coleman...
    View all 1 comment
    vgm 11-20 19:20
    • And it seems Coleman dramatically increased his VIPS holding two days ago, after the stock cratered

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