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Dempster

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Everything posted by Dempster

  1. If by WSB you are referring to his license plate which says GMWSB it is a reference to his second biggest position - GM's B warrants. Judging from a review of his last 8 13Fs, and his reference to "stock tips", it looks like Fiat could be a new position for Dalal Street since the September 30, 2014 holding date. I think Mohnish has held Fiat for a while now, probably about a year if my memory serves. Although it has been undisclosed to date, which should change by next Q's 13-Fs. For LC, karthikpm, or others on the forum. In the spirit of learning consistent with this forum, how would you guys know that Mohnish held Fiat for so long if he wasn't filing a 13-F on it, and why wouldn't he have to file on it? I am a newbie and obviously not going to his annual meeting nor have I seen any of his "ads".
  2. If by WSB you are referring to his license plate which says GMWSB it is a reference to his second biggest position - GM's B warrants. Judging from a review of his last 8 13Fs, and his reference to "stock tips", it looks like Fiat could be a new position for Dalal Street since the September 30, 2014 holding date.
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