Mohnish Pabrai

Pabrai Mohnish

Last Update: 2013-05-16

Number of Stocks: 6
Number of New Stocks: 1

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

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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

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Commentaries and Stories

Currently 4.67/5

Rating: 4.7/5 (3 votes)

The Most-Bought Stocks of Investing Gurus

May 21, 2013

Last week, gurus finished reporting their portfolio updates for the first quarter, and buying activity was more concentrated among certain stocks than others. GuruFocus’ S&P 500 Screener demonstrates that the companies the most money managers GuruFocus follows bought or increased their shareholdings of are: Apple (AAPL), Microsoft (MSFT), Citigroup (C), JPMorgan (JPM) and Oracle (ORCL). More...

Currently 2.50/5

Rating: 2.5/5 (2 votes)

Mohnish Pabrai Increases Holdings in CHK and Makes Reductions in Two Others

May 15, 2013

During the first quarter Guru Mohnish Pabrai added to one of his stocks and reduced his holdings in two other companies. The two companies that Pabrai made reductions in are from the financial sector. Pabrai holds a total 7 stocks that are currently valued at $340 million. [b] More...

Currently 4.57/5

Rating: 4.6/5 (14 votes)

Columbia Spring 2013 Lecture by Value Investor Mohnish Pabrai

April 9, 2013

What a treat! A one-and-a-half-hour lecture from Buffett devotee and concentrated value investor Mohnish Pabrai. More...

Currently 3.83/5

Rating: 3.8/5 (6 votes)

Value Betting with Special Situations: Lessons from the World of Gambling

March 5, 2013

Put a value investor and a professional gambler together at a dinner party, and chances are they will have a hard time finding things to talk about. The risk-averse value investor often finds it difficult to relate to traders, let alone bottom-feeding sports bettors. The conversation would be awkward, with plenty of unspoken judging, and the two would likely do their best to politely end the encounter. But they would be missing out on some great conversation — especially the value investor — because the two disciplines employ strategies that are often complementary. (Even Warren Buffett spent a good part of his youth handicapping horse races.) More...

WARREN BUFFETT, JOEL GREENBLATT, MOHNISH PABRAI, SPECIAL SITUATIONS, SPINOFFS, BANKRUPTCIES

Currently 3.67/5

Rating: 3.7/5 (3 votes)

Outlook Business Interviews Mohnish Pabrai

February 18, 2013

[i]Mohnish Pabrai is used to making investment pilgrimages. The ace investor is a regular at Warren Buffett’s annual Berkshire Hathaway meeting as well as at the Value Investing Congress that is held every year in New York. This year, too, Pabrai has made the trip from his Irvine, California, office on the West Coast to check if he is missing out on anything. That is enough opportunity for us to catch up with him at the Marriott Marquis Hotel, on New York’s Times Square. The Marquis raked up much controversy when it was being built, but is now famous for housing New York’s only rooftop revolving restaurant. Pabrai’s investing style, however, has been anything but controversial. His cloning strategy, which almost anyone can implement but not many do, has made Pabrai a multi-millionaire many times over. All those millions are now being put to very good use through his Dakshana Foundation. It seems then he has decided to not only clone Buffett’s investing style but also his intent to give away most of his riches, to causes that matter. More...

Currently 4.62/5

Rating: 4.6/5 (13 votes)

Mohnish Pabrai - What I Learned While Having Lunch with Warren Buffett

January 25, 2013

Mohnish Pabrai has always been a big fan of both Warren Buffett and Charlie Munger. He discusses his lunch with Buffett and recaps a story Buffett told him about Rick Guerin who invested alongside them in the early years: More...

Currently 3.64/5

Rating: 3.6/5 (14 votes)

Where Mohnish Pabrai Finds Great Investing Ideas

January 14, 2013

Here is how we can look for ideas like Mohnish Pabrai: More...

Currently 3.75/5

Rating: 3.8/5 (8 votes)

What Mohnish Pabrai Learned from the '08 Financial Collapse

December 31, 2012

Pabrai feels that he was caught flat-footed by the stock market collapse as he was fully invested and had no dry powder to take advantage of opportunities that offered 5 times or more on the upside. More...

Currently 4.42/5

Rating: 4.4/5 (12 votes)

Mohnish Pabrai - The Number One Trait for Investment Success

December 31, 2012

Next to Buffett, I think Pabrai is my favorite teacher of investing concepts. In this video he tells us what he thinks is the number-one trait required for investment success. More...

Currently 3.67/5

Rating: 3.7/5 (9 votes)

Pabrai Thinks Fiscal Cliff Concerns Are Massively Overstated

December 12, 2012

A rare interview with Mohnish, a welcome treat. More...

Currently 4.17/5

Rating: 4.2/5 (6 votes)

Mohnish Pabrai and Guy Spier - Japan Investing Summit

December 10, 2012

Always generous with their time, Guy Spier and Mohnish Pabrai discuss their approach to investing and take a Q&A at the Japan Investing Summit. More...

Currently 3.14/5

Rating: 3.1/5 (7 votes)

Mohnish Pabrai Adds to His Chesapeake and General Motors Holdings

November 13, 2012

Mohnish Pabrai, who founded the Buffett Partnerships-inspired Pabrai Investment Funds in 1999, has announced his third quarter 2012 portfolio update. The sole additions were increases to his Chesapeake Energy Corp (CHK) and General Motors (GM) positions. More...

Currently 4.20/5

Rating: 4.2/5 (5 votes)

Hedge Fund Manager Mohnish Pabrai Buys Chesapeake Energy Corp, General Motors Co, Sells Goldman Sachs Group Inc

November 13, 2012

Hedge Fund manager Mohnish Pabrai just reported his third quarter portfolio. He buys Chesapeake Energy Corp, General Motors Co, reduces Goldman Sachs Group Inc during the 3-months ended 09/30/2012. As of 09/30/2012, Pabrai Mohnish owns 6 stocks with a total value of $273 million. Mohnish Pabrai runs a concentrated portfolio, now 65% of that in financials. 24% of the portfolio is in Bank of America (BAC). Another 21% is in Citigroup (C). These financials have hurt famed mutual fund manager Bruce Berkowitz badly. Mohnish Pabrai got in at lower prices. More...

Currently 4.64/5

Rating: 4.6/5 (25 votes)

Mohnish Pabrai & Guy Spier Share Their Wisdom

August 23, 2012

Mohnish Pabrai and Guy Spier share their considerable wisdom with our Value Investing Class at the UC Davis Graduate School of Management on Aug. 22, 2012. More...

WORLDLY WISDOM, MENTAL MODELS

Currently 4.00/5

Rating: 4.0/5 (7 votes)

Latest Picks from Hedge Fund Manager Mohnish Pabrai: Buys GM, Chesapeake Energy, Sells TEX, POT, CSE

August 10, 2012

Hedge fund manager Mohnish Pabrai just reported his latest portfolio. He bought into two new positions GM and Chesapeake Energy (CHK), and sold out positions in TEX, POT, CSE, PNCLQ. His portfolio now has only 6 stocks with a total value of $241 million. Interestingly, GM was a position in Berkshire Hathaway’s portfolio. It is probably bought by one of Berkshire’s new managers, Todd Combs or Ted Weschler. Pabrai funds incurred large loss with Pinnacle Airlines as the stock now trades at pennies. Mohnish Pabrai started buying the stock when the stock was traded at $17 and change. More...

Currently 2.29/5

Rating: 2.3/5 (21 votes)

Mohnish Pabrai Makes Big Bets on Riskier Banks: BAC, C, GS

May 17, 2012

We have just updated the portfolio of Mohnish Pabrai. He is betting heavily on riskier banks, and his portfolio looks a lot like Bruce Berkowitz’s. His largest positions are now Bank of America (BAC), Citigroup (C) and Goldman Sachs (GS). These three banks are now more than 60% of his portfolio. More...

Currently 4.41/5

Rating: 4.4/5 (17 votes)

Mohnish Pabrai’s Mistake with Pinnacle Airlines

April 12, 2012

Warren Buffett has famously spurned airline stocks. After writing down 75% of his $385 million investment in US Airways (LCC) in 1995, he declared in an interview that the airline business in the U.S. has “made no money,” and even morbidly joked that it would have benefited capitalism if someone had offed Wilbur Wright at Kittyhawk. Prominent investor Mohnish Pabrai, a Buffett disciple, ignored Buffett’s warnings against airline stocks when he bought Pinnacle Airlines Corp. (PNCLQ). More...

Currently 2.58/5

Rating: 2.6/5 (12 votes)

Mohnish Pabrai Video Presentation to the Richard Ivey School of Business

March 8, 2012

The video in which Mohnish first discusses his approach to investing and the fascinating story of how he started his business (which he sold for millions). Then he takes questions from the students, which is too long to recap. More...