The point of this article is to argue – in simple, non-academic terms – for diversification and risk hedging within the concentrated, long-only, equities-based, “value investing” community…
Tag Archives: Mohnish Pabrai
Stadio Holdings: Strong growth prospects in an undersupplied sector.
Stadio (JSE:SDO) is an investment holding company containing a collection of private higher education institutions. It listed on the JSE 3 years ago and has since outperformed every target management has set for it…
Book Review – The Education of a Value Investor (G. Spier)
In One Sentence: The Education of a Value Investor is the story of how Guy Spier turned away from his greedy, morally corrupted investment banking environment and into a true value investor by modeling his work and life after Warren Buffett and his value investing approach (source). Recommended Summary: Lifeclub.org has a fantastic – ifContinue reading “Book Review – The Education of a Value Investor (G. Spier)”
Mohnish Pabrai – Nothing new under the sun.
The year is circa 935 BC and The Teacher lifts his gristly hand to reach for his quill once again. Dabbing it in the inkwell, he traces it across the page with the well-hewn motions of a man altogether weary of such practice. There is nothing new under the sun he writes, careful not toContinue reading “Mohnish Pabrai – Nothing new under the sun.”