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MattR

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  1. Docoh is awesome. So easy to just favourite your portfolio/watchlist and get every filing. No need to create complicated spreadsheets or bookmarks.
  2. It is simple in theory - It is difficult emotionally. I tend to cut my loses quickly, but don't let my winners run enough others let their winners run more, but also hold onto losers. The most successful investors have both. They are quick to change their minds and adapt to new circumstances, yet let their winners run.
  3. Yes, because they forget the other side of the coin to cut loses quickly.
  4. What does the green point mean? Is there an option to see homebuilders from last year,to see who is rising and who is falling?
  5. Added Baba. Now more than 15% of my portfolio
  6. That would be hilarious :D. Personally i think at current prices Markel is actually pretty cheap.
  7. Wow. I am no Einstein when it comes to stock picking, but such an underperformance is actually impressive.
  8. I find him a bit gimmicky, but that doesnt detract from the value he provides with his talks. If I stopped learning from every person I find slighly gimmicky the learning opportunities would be severely limited. I am a big fan of his and a big fan of his picks (especially Shinoken, wouldn't have found that awesome business otherwise), and while it seems that he always finds new buckets to play with and touts them as the best bucket he ever found, I still learn more from him than from pretty much every other investor that aren't called Buffett, Munger or Li Lu.
  9. Yeah, before commiting so much money, one would assume to at least have a very basic understanding.
  10. Increased my positions in Mo and BTI. Was cheap before even cheaper now.
  11. That I think was the strangest decision of all. He bought it and a few days later he sold it, no idea why - he said he realized it won't work out.
  12. That is a great point. I recently heard a great talk from Robert Sapolsky, a behavioral biologist, that we like to think in buckets because it is easier - he gives several examples of people who lived in buckets despite being several of the most respected scientist of the 20th century. Everyone has the tendency to live in a bucket, and it is incredibly hard to break out of it. That is what I think ultimately makes Warren Buffet so successful. There were times he bought silver, where he bought cigar-buts, where he bought compounder and where he bought growth. But one has to work against the natural tendency.
  13. I really enjoy his talks and his ideas, but as an investment manager he seems to find a new hammer every few months and now wants to nail every stock with it. There are some stocks in his portfolio like Shinoken that seem great, but looking at his track record, chances are high that he sells it before it becomes a great business.
  14. Hello, Mohnish recently had a great Q&A at Indiana University: Lots of great insights and ideas there. I summarized the whole thing for those who like to read rather than listen: https://roiss.substack.com/p/takeaways-from-mohnish-pabrais-q I personally really enjoyed his outline and the search for cinch companies. I find it very hard to find cinch companies that are not expensive. Google, Costco, Apple and Microsoft are all great but they rightfully demand a premium. Anyone has found great companies who are cheap?
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