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Mohnish Pabrai and Guy Spriel Talk Investing

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Linkfest: 08 December,2023

Some stuff I am reading today morning: RBI MPC meet today (BT) Govt tells sugar mills to stop producing ethanol from sugarcane (BS) VC firms to sell stake in Five Star Business (MC) India Inc’s most profitable cos (Fortune) US 10 Year treasury yields are falling (Axios) AI surge drives NASDAQ higher (Reuters) Stock Talk: […]

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Linkfest: 21 August, 2023

Some stuff I am reading today morning: Jan Dhan accounts cross 50 Crore mark (Fortune) Titan acquisition values CaratLane at 17,000 Cr (MC) National e-Commerce policy in final stages (FE) Sunny Deol’s property to get auctioned (BW) Impact of record ocean temperatures (CNBC) Interview with Vetri Subramaniam (Morningstar) Interview with Mohnish Pabrai (Meb Faber) In […]

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Linkfest: 22 November, 2018

Some stuff I am reading today morning: Half of India’s ATMs may close down (MC) SEBI begins probe into DSP Mutual Fund (Mint) Patanjali hits a sales road block (BQ) Satta market on the State Elections (FC) Xiaomi’s massive India Plans (CNBC) Interview with Guy Spier & Mohnish Pabrai (ET Now) Munger on Economics & […]

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The Most Important Buffett Story

Source: Morgan Housel Everyone knows the investing duo of Warren Buffett and Charlie Munger. But 40 years ago there was a third member, Rick Guerin. Warren, Charlie, and Rick made investments together. Then Rick kind of disappeared. Turns out he was highly leveraged with margin loans, and during the 1974 recession had to sell his […]