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phil_Buffett

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    Dhando investor meeting 2015 – A day with Mohnish Pabrai

    in General Discussion

    Posted

    I don't understand how Horsehead could have started at the maximum size of 10% and have grown to 15%.  It doesn't bother me if it's a 15% holding, I'm just curious how it got that way if the limit is 10%.

     

    Is it 15% of holdings but only 10% of fund size -- suggesting uninvested cash skewing the data?

     

     

    From the notes:

    "Pabrai currently holds: Fiat 42% of the fund , GM B Warrents >10% , POSCO ~10% , ~15% Horsehead Holding , ~10% Google"

     

    "He doesnt invest more than 10% into one position but doesnt mind when a position grows."

     

     

    i would suspect that it is because most of zinc mohnish bought at very low Prices. around $3-4 per share. therefore i think it is growing to 15%

    Euro fall

    in General Discussion

    Posted

    the euro is going down very quick. i bought a lot of Long term us stocks at euro usd 1,40 so this is a nice boost to all my us Holdings, and i think a lot of european Investors here in the Forum also enjoy this Thing.

     

    but now my question, what do you do now? i believe that the euro will fall further and maybe dip under 1. the us is much stronger than the euro These days.  do you hold your us Holdings without forex hedge now, or with forex hedge? or what do you do in this Situation?

     

    would be interesting to hear thoughts. i maybe trim some us Holdings and expand more in the europeans.

    Graham Doddsville issue 23

    in General Discussion

    Posted

    Given the fact Pershing Square Holdings is selling for less than NAV, buying its shares could be a very good way of taking advantage of Ackmans thesis on Fannie and Freddie. :)

     

    Gio

     

     

    yes absolutely :).  as a whole i find ackman great and his Investment really nice value Investments. all of his company´s doing great.

    Graham Doddsville issue 23

    in General Discussion

    Posted

    iam right now reading the issue. really nice.

     

    ackman on fannie and Freddie.

     

    We saw this as different from Fannie (FNMA) and Freddie (FMCC) because we thought MHFI was a potential double, while we think we can make 25x our money in Fannie and Freddie. A small investment in Fannie and Freddie can still be very material in terms of profits for the firm, yet if something happens and we lose our entire investment, we won't really notice. For MHFI to be a meaningful contributor, it would have to be a big investment.

    Why are Russian stocks so cheap?

    in General Discussion

    Posted

    I also think they want bashneft cheaply. They say to him, give as bashneft to this price and your free. But i think the share downturn is to much.

     

    What makes you think theyll offer a price? I think theyll just take the assets for nothing and jail anyone they can get their hands on.

     

    i think they will give him a symbolic Price. not much, but a Price that they can say we bought this Thing legally. thereafter he is a free man or he not cooperate with Putin and co and he will lose everything.

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