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Columbia Slideshow With Mohnish Pabrai


Parsad

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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).

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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

 

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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

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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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