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Excerpts

Why Mohnish Pabrai doesn’t like the Insurance Industry

Hat Tip: Ashish Kila

Categories
CoatTailing

Portfolio of Mohnish Pabrai in India

This post is in continuation of my coat tailing series (see here) To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Mohnish Pabrai is a well known value investor famous for his “Dhandho” approach towards investing. His significant Holdings as on 31 March,2017 as per Stock Exchanges is […]

Categories
CoatTailing

Portfolio of Mohnish Pabrai in India

This post is in continuation of my coat tailing series (see here) To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Mohnish Pabrai is a well known investor who invests using value investing principles. His significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is […]

Categories
Excerpts Interview

Why has Mohnish Pabrai started investing in India?

(Q) Why change of heart on India ?  Note : This question was in relation to Mohnish’s recent investments in India, which had avoided thus far. (A)I had stayed away from India as most of the companies tend to be family owned and lots of them have governance issues and hence we didn’t prefer to invest […]

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InvestorLetters

Mohnish Pabrai on Rain Industries

Rain Industries is headquartered in Hyderabad, India. However, the bulk of its operations (and revenues) are in the United States and Europe. When Pabrai Funds first invested in Rain in mid2015, the market cap was $175 million. This was a business that had revenues of $1.9 billion in 2013 and 2014. I thought the odds were […]