Value Investing Podcast
Another fascinating interview with Mohnish Pabrai. What stuck out to me the most was the last two minutes of the interview. I was struck by this line he said: "The most important thing, more …
Continue Reading about Looking For No-Brainers Is More Important Than The Checklist →
Ever on the hunt for value, I came across A.H. Belo Corporation (AHC), the owner of The Dallas Morning News newspaper. Interesting situation to watch. Here are some highlights: Share price - …
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Mohnish is back on CNBC TV18 in Indian with a new interview this week. He notes that "more than half the pie" of his investments is now in Indian stocks. "A little bit in China, a little bit in …
The top 4 stocks in my portfolio are Apple, Google, General Motors, and Fiat Chrysler. Apple is 23%, Google is 18%, and General Motors and Fiat Chrysler are both 11%. I like holding a lot of cash, …
I was scanning one of my newspapers today and noticed that American Airlines is down around 30% year to date and is selling for a PE of 6. This got me wondering if the airlines, with the recent run …
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In the last couple years I made a massive investing mistake. This mistake was extremely costly, yet on paper, I didn't lose any money. It was a sin of omission, not a sin of commission, hence there …
