Mohnish Pabrai – If Your Investment Thesis Requires You To Fire Up Excel, It Should Be A Big Red Flag

Johnny HopkinsMohnish Pabrai Comments

I just finished re-reading one of my favorite investing books, The Dhando Investor, by Mohnish Pabrai. One of my favorite parts of the book covers Pabrai’s methodology when it comes to putting together an investment thesis. His thesis is in accordance with Buffett and Munger’s age old adage of keeping it simple. Here’s an excerpt from the book: Simplicity is … Read More

Mohnish Pabrai Says An Investment Opportunity Should Hit You Over The Head Immediately Otherwise Move On

Johnny HopkinsMohnish Pabrai Comments

Great video with Mohnish Pabrai speaking with the folks at Google. This whole presentation can be summed up at 27:05 when Pabrai says, “Spending time on [researching] companies is likely to make me bias”. In other words when you’re looking for investment opportunities they should hit you over the head immediately. If they do not don’t spend enormous amounts of … Read More

Latest Interview: Mohnish Pabrai Says Look For Businesses With Very High Uncertainty

Johnny HopkinsMohnish Pabrai Comments

Here’s a recent interview with Mohnish Pabrai on the Steve Pomeranz Hour in which he discusses his value investing strategy and how he finds great opportunities. Here’s an excerpt from that interview: Mohnish Pabrai: The key trait of an investment that is likely to do well exhibits low risk coupled with high uncertainty. Because when you have high uncertainty, markets … Read More

Mohnish Pabrai: How To Build Wealth Copying 9 Other Value Investors

Johnny HopkinsMohnish Pabrai Comments

One of our favorite investors at The Acquirer’s Multiple is Mohnish Pabrai. Earlier this year he wrote a great article called, Beyond Buffett: How To Build Wealth Copying 9 Other Value Investors. The article illustrates how you can build a successful portfolio by cloning other successful value investors. Here’s an excerpt from that article: I co-wrote this article in Forbes … Read More

Mohnish Pabrai – Market Commentary March 2017

Johnny HopkinsMohnish Pabrai Comments

One of our favorite investors at The Acquirer’s Multiple  – Stock Screener is Mohnish Pabrai. Mohnish Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic – Perspectives on Investing. Following is a recent interview that Pabrai did with CNBC regarding his … Read More

Guy Spier on Mohnish Pabrai and ‘That’ Meeting With Warren Buffett

Johnny HopkinsGuy Spier Comments

One of our favorite investors here at The Acquirer’s Multiple is Guy Spier. Spier is the founder and managing partner of Aquamarine Capital, an investment partnership styled after the original 1950’s Buffett partnerships. In 2008 he, along with Mohnish Pabrai, had lunch with Warren Buffett after submitting the winning bid for Buffett’s annual Glide charity auction. He completed his undergraduate … Read More

Mohnish Pabrai – Value Is Its Own Catalyst – The Market Is a Weighing Machine

Johnny HopkinsMohnish Pabrai Comments

One of our favorite investors at The Acquirer’s Multiple is Mohnish Pabrai. Mohnish Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic – Perspectives on Investing. He’s one of the smartest guys on the planet when it comes to investing. One of my favorite … Read More