Mohnish Pabrai: Q2 2019 Top 10 Holdings

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Mohnish Pabrai: Great Stock Selection Starts With Rejecting New Investment Opportunities For The Flimsiest Possible Reasons

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Here’s a great interview with Mohnish Pabrai and The London Business School. During the interview Pabrai discusses his stock selection process, which he says starts with getting rid of new investment opportunities for the flimsiest possible reason. Here’s an excerpt from the interview: Mohnish Pabrai: I’ll give it a shot … Read More

Mohnish Pabrai: The Yellowstone Factor In Investing

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Some years ago Mohnish Pabrai wrote a great piece about valuing investments called – The Yellowstone Factor. In the article Pabrai provided some great insights on the importance of not relying on absolute and precise mathematics in investing saying: “Investing is not a discipline based on absolutes or precise mathematics. There simply … Read More

Mohnish Pabrai: “We can do really well in the business even if we don’t understand 98% of the markets and the companies in them”

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Here’s a great recent interview with Mohnish Pabrai and the folks at ET. During the interview Pabrai provided a number of valuable insights on his value investing approach. Here are some excerpts from that interview: High-uncertainty businesses coupled with low-risk result in high returns… Pabrai: It’s very interesting because stock … Read More

Mohnish Pabrai: Here’s Why It’s So Difficult For Analysts and Investment Managers To Calculate Future Earnings

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One of our favorite Mohnish Pabrai articles is one he wrote called – Astronomers, Astronauts and Styles of Investing. It provides some great insights into why it’s so difficult for analysts and investment managers to calculate the future earnings of a company and make their forecasts. Here’s an excerpt from … Read More