Parsad Posted March 27, 2013 Posted March 27, 2013 Slideshow from yesterday for Professor Bruce Greenwald's class: He's got the song Jai Ho by AR Rahman from Slumdog Millionaire playing! ;D Cheers!
buylowersellhigh Posted March 27, 2013 Posted March 27, 2013 Slideshow from yesterday for Professor Bruce Greenwald's class: He's got the song Jai Ho by AR Rahman from Slumdog Millionaire playing! ;D Cheers! So here is Pabrai's deeply undervalued fund: http://www.dataroma.com/m/holdings.php?m=PI
buylowersellhigh Posted March 27, 2013 Posted March 27, 2013 Slideshow from yesterday for Professor Bruce Greenwald's class: He's got the song Jai Ho by AR Rahman from Slumdog Millionaire playing! ;D Cheers! Very cool presentation. Thanks Parsad. What does the license plate translate to? COMLB26....compounding ..26%
Redskin212 Posted March 27, 2013 Posted March 27, 2013 COMLB26 COmpounding a Million By 26% (for 30 years)
alwaysinvert Posted March 28, 2013 Posted March 28, 2013 Great video. Where did he get Buffett's return pre-partnership? I've never seen it stated anywhere explicitly before. Did he ask him personally?
BRK IN MKE Posted March 28, 2013 Posted March 28, 2013 That is an awesome video. I think most investors could learn a lot from Mohnish and his cloning strategy. What is going on in the picture @ the 4:47 mark.
valueorama Posted March 28, 2013 Posted March 28, 2013 That is an awesome video. I think most investors could learn a lot from Mohnish and his cloning strategy. What is going on in the picture @ the 4:47 mark. Indians usually touch the feet of elders/teachers to show respect/get their blessings. I think Mohnish followed that tradition as he feels Buffett is his guru(teacher).
mrvlad0 Posted March 28, 2013 Posted March 28, 2013 Slideshow from yesterday for Professor Bruce Greenwald's class: He's got the song Jai Ho by AR Rahman from Slumdog Millionaire playing! ;D Cheers! Very cool presentation. Thanks Parsad. What does the license plate translate to? COMLB26....compounding ..26% COMLB26 - (LB is an abbreviation for Pound) COMPOUND 26% Compound $1M @ 26% for 30 yrs = $1B
Yours Truly Posted March 29, 2013 Posted March 29, 2013 Going by his presentation and his current portfolio holdings: 1st 75% of cash - minimum 2x in 2-3 years BAC C GM CHK Next 10% - minimum 3x in 2-3 years GS Next 5% - minimum 4x,5x,5+ in 2-3 years ZINC I'm sure there's more to his portfolio but it's just an up in the air estimate on his thought process
racemize Posted March 29, 2013 Posted March 29, 2013 Going by his presentation and his current portfolio holdings: 1st 75% of cash - minimum 2x in 2-3 years BAC C GM CHK Next 10% - minimum 3x in 2-3 years GS Next 5% - minimum 4x,5x,5+ in 2-3 years ZINC I'm sure there's more to his portfolio but it's just an up in the air estimate on his thought process So I get being conservative with the 10% cash, but there's got to be a scenario where you go all in right? It seems like that 5% case (5x in two years) would be enough to start going all in, if there were lots of them around?
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