AJB96

twacowfca, Mohnish mentions questions in his checklist every once in a while but he doesn't make the entire checklist public. In my notes you can get 2-3 questions that he has in his checklist. For example, two questions I got out of this year's meeting was: Did I miss the forest from the trees? or Did I look at the correct variables? The first question was from Mohnish's analysis of the Davis Fund's investment in AIG and the second was from Long Leaf's investment in GM.

Thanks JEast! I believe you are correct about the name of the book. I corrected it in the notes. -Alex

Here are some notes from the Pabrai Funds meeting: http://alexbossert.blogspot.com/2010/09/pabrai-investment-funds-annual-meeting.html

I've been following BYD since 2008 and I posted an investment write up on my web site: http://alexbossert.blogspot.com/2010/07/wang-chuanfu-has-been-called-thomas.html Enjoy, Alex

I would highly recommend the Yellow BRK'ers gathering. Its Friday the day before the meeting at around 4:00. You can find more information here: http://yellowbrkers.blogspot.com/

Thanks GaliPart.

CruiseTown, Mohnish said that overall the majority of their discussion was mutually agreed to be family confidential. Charlie probably answered the question but Mohnish declined to discuss what Charlie said. sswan11, Thanks for the quote on the bond price. I was trying to find it the other day but couldn’t. Where did you get the current quote? --- I would also say that Mohnish is still fairly concentrated around a handful of central ideas. If he thinks commodities are cheap and give him inflation protection he will invest in a few players instead of just one. Those focusing on a short period of underperformance are likely to miss the bigger picture of very good average returns over the ten years since he started the fund. The original fund is up 185% verse negative 25% for the S&P since inception. Mohnish’s checklist and evolving portfolio structure is likely to continue to drive outperformance. Its very likely of the long run that he makes his goal of outperforming the index by over 3%. -Alex Bossert www.alexbossert.com

Thanks Marlin Stockwell, Also, Andy's new book will be three volumes instead of the usual two.

Here some notes on the meeting: http://alexbossert.blogspot.com/2009/09/pabrai-funds-annual-meeting-notes.html