RJ can meet any management anytime and ask and get answer to any question. So why this sudden fascination with concalls?
— Sunil Arora (@moneybloke) May 25, 2017
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Author: Raoji
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Portfolio of Mohnish Pabrai in India
This post is in continuation of my coat tailing series (see here)
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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 given below:
| Company Name | Symbol | Entity | % | Value (In Crores) |
| Balaji Amines Limited | BALAMINES | THE PABRAI INVESTMENT FUND IV | 1.87 | 21.52 |
| Kolte – Patil Developers Limited | KOLTEPATIL | THE PABRAI INVESTMENT FUND II | 1.43 | 18.07 |
| Rain Industries Limited | RAIN | PABRAI INVESTMENT FUND 3 | 4.83 | 163.77 |
| Rain Industries Limited | RAIN | THE PABRAI INVESTMENT FUND II | 3.79 | 128.54 |
| Sunteck Realty Limited | SUNTECK | The Pabrai Investment Fund II LP | 1.71 | 47.99 |
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Linkfest: May 29,2017
Some stuff I am reading today morning:
Top NSE officials under scanner (MC)
RCom is screwed (ET)
Govt is willing to completely exit Air India (BS)
EPFO to invest 20,000 Crores in Equities in FY18 (Quint)
The rise of Baba Ramdev (Reuters)
Company Profile: Trident (OB)
Stock Analysis: Omkar Speciality Chemicals (Dr.Vijay Malik)
Whom to ask for a tip? (Subramoney)
The Tech Valuation Question (Marc Andreessen)
How to lose 40% in a day (Pension Partners)
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Blog Break
Taking a Blog Break for the summer holidays.
This old classic by Cliff Richard captures my mood perfectly.
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Weekend Mega Linkfest: May 12,2017
Some off beat reads for the weekend:
Middle Class Shock: Good jobs are vanishing (Jaggi)
The Great British Brexit robbery (Guardian)
Inside the hunt for Russia’s most notorious hacker (Wired)
Oyo Room’s Ponzi Scheme (The Ken)
How did I get cancer? (Dr. Rao)
What the last Nuremberg prosecutor wants you to know (CBS)
Israel’s invisible Filipino workforce (NYTimes)
The sorry state of Arab men (Economist)
Ownership Review: BMW 530d MSport (TeamBHP)
Two idiots and three pigs (Charles)
Caste teams in rural sports (Outlook)
Arun Shourie Vs PM (Gossip Guru)
Europe’s best cities for beer lovers (Nat Geo)
The World’s 14th most dangerous roads (Brightside)
Photo Essay: The Coffee House (IQ)