Kevinvr1
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Dhando investor meeting 2015 – A day with Mohnish Pabrai
Kevinvr1 replied to phil_Buffett's topic in General Discussion
He has a bunch of non-US holdings that are unreported to SEC, I believe. BTW Horsehead was the only original idea in his current portfolio and it didn't do well so far. Mining is tough! Horsehead doesn't mine Zinc. They get their zinc from EAF (Electric Arc Furnace) dust that they get from Steel plants e.g. Nucor for a fee. They recycle zinc and nickle.