My portfolio is beautiful. I like what I own, I want to own more of it, and it's been difficult for me to find any ideas lately that I like better than what's already in there. Here's to hoping my …
Mohnish Sells More Seritage (Lessons in Cloning)
Mohnish Pabrai has sold more Seritage. This February 15th filing shows his share count is down to 1.137 million shares. He ended Q3 2021 with 4.733 million shares. So his Seritage holding is down by …
Continue Reading about Mohnish Sells More Seritage (Lessons in Cloning) →
Why I Sold 100% of My Seritage Stock
Today I sold all of my remaining Seritage Growth Properties stock. It was a 7% to 8% position in the After Dinner Investor portfolio and for me personally. I decided to sell for a few reasons which …
Continue Reading about Why I Sold 100% of My Seritage Stock →
I am finally ready to be a shameless cloner.
Every day I remind myself to be a shameless cloner. I do this when I walk by the 10 commandments of investment management, which hang on my office wall. But I failed to accomplish this last year. …
Continue Reading about I am finally ready to be a shameless cloner. →