After Dinner Investor
On The Hunt For No-Brainers | Value Investing Podcast And Blog
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 …
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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 …
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My bias is to try and hold wonderful businesses forever. In that spirit, I've created this wonderful business holding checklist to help slow me down when I think about selling a wonderful business. …
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Mohnish Pabrai has taught us that one of our job as investors is to reject ideas as quickly as possible. You do that by asking yourself if the business in front of you is in your circle of competence, …
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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. …
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To date, there's been two acts in my life's play: before understanding The Most Important Thing and after understanding The Most Important Thing. The Most Important Thing (TMIT) solved everything for …
