Views on Life & on Equity Investing

Wonder, Wealth & Abundance

What people say, what they end up doing

with 2 comments

I liked reading Dhandho Investor from Mohnish Pabrai of Pabrai Funds in 2007.

I was trying to go through checklists made by others and found a PPT from Pabrai Funds. After getting pummeled in 2008, Pabrai Funds decided to avoid investing in four stocks, “unwise to hold 4 stocks” as per this checklist presentation.

Went to Guru Focus and checked 3o-June-2016 portfolio. Looked like a four stock portfolio.

Checklist PPT

pabrai_unwise_to_hold_four

30th June 2016 Portfolio of Pabrai Funds as per Guru Focus

pabrai_four_stock

Nothing wrong with 4 stock portfolio. Just saying…🙂

Disclosure: Views are personal notions and do not represent any organisation or company. Investment in stock market can (and many a times do) result in loss of principal capital.

http://www.elevendimension-funds.com

Written by amitdipsite

October 8, 2016 at 4:21 am

Posted in Uncategorized

2 Responses

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  1. Reminds me of the vantage point note by SB. His total AUM is USD 400 M+ and the international holdings need not be disclosed in the US filings.
    The screenshot you have is US holdings of USD 290 m or so. He holds Samsung pref and Rain in India I believe, + cash?

    Tirath Muchhala

    October 11, 2016 at 10:48 am


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