Jump to content

Columbia Slideshow With Mohnish Pabrai


Parsad
 Share

Recommended Posts

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).

Link to comment
Share on other sites

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

 

Link to comment
Share on other sites

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

Link to comment
Share on other sites

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?

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...