Author Topic: Mohnish Pabrai (Dalal Street) 13F HR  (Read 44667 times)

CorpRaider

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #80 on: May 12, 2017, 11:50:42 AM »
Yeah, saw something about that on barron's.  I think he said SHLD was going downhill faster than he thought so he dumped it.


sjh

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #81 on: February 13, 2018, 10:32:01 AM »
Current 13F is out, he sold some Alphabet and AerCap.

http://www.dataroma.com/m/holdings.php?m=PI

educatedidiot

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #82 on: February 13, 2018, 10:38:42 AM »
Interesting that Mohnish sold some AerCap.  He had been steadily accumulating shares of AER for several quarters:
http://www.rocketfinancial.com/OwnHist.aspx?sID=2510&fID=228541

That said, the stock price has also been trending higher, so perhaps it was starting to get close to his estimate of intrinsic value.

sjh

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #83 on: February 13, 2018, 11:43:01 AM »
He probably sees better opportunities in his Indian stocks, which unfortunately don't get reported in the 13F.

rohitc99

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #84 on: February 13, 2018, 12:27:35 PM »
MUMBAI: US-based investor Mohnish Pabrai's funds bought 64.18 lakh shares or 2.73% stake in rice exporter KRBL, bulk deal data on the BSE showed.



https://economictimes.indiatimes.com/markets/stocks/news/mohnish-pabrais-funds-buy-2-7-stake-in-krbl/articleshow/62889030.cms?from=mdr


Lakesider

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #85 on: February 14, 2018, 03:13:45 PM »
I notice that Guy Spier (http://www.dataroma.com/m/holdings.php?m=aq) has picked up some Teekay Offshore Partners.

I suspect this could be a Pabrai pick shared with Guy which Mohnish hasn't had to file for. He mentioned finding a bargain in the shipping industry in one of his lectures on his blog.

racemize

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #86 on: February 15, 2018, 01:51:30 PM »
I notice that Guy Spier (http://www.dataroma.com/m/holdings.php?m=aq) has picked up some Teekay Offshore Partners.

I suspect this could be a Pabrai pick shared with Guy which Mohnish hasn't had to file for. He mentioned finding a bargain in the shipping industry in one of his lectures on his blog.

Or he just picked it up from Brookfield Business partners.  That's where I found it.

chrispy

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #87 on: February 16, 2018, 04:43:01 AM »
Agree with Racemize.  Brookfield made the profitable qualities of Teekay very clear.

crastogi

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #88 on: February 21, 2018, 06:24:09 PM »
MUMBAI: US-based investor Mohnish Pabrai's funds bought 64.18 lakh shares or 2.73% stake in rice exporter KRBL, bulk deal data on the BSE showed



https://economictimes.indiatimes.com/markets/stocks/news/mohnish-pabrais-funds-buy-2-7-stake-in-krbl/articleshow/62889030.cms?from=mdr

So Rohit, have you analyzed this?  My preliminary analysis indicates a 12-15% ann return for the next 5 years.  Better than most opportunities in US but not a slam dunk that Pabrai looks for.  Your thoughts?

Lakesider

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Re: Mohnish Pabrai (Dalal Street) 13F HR
« Reply #89 on: February 21, 2018, 07:36:17 PM »
Not going to help with the valuation here but...

I think Mohnish has identified that KRBL must have a significant moat. Maybe its the economies of scale when storing/aging the rice or that is does its own seed distribution... maybe its something else. Looks like KRBL has managed to maintain its great margins and premium export price in comparison to its competitors. They are the largest producer domestically with an increasing market share of the oligopoly. From some quick google searches it looks like the market for basmati rice is growing internationally with India being the major producer.

I think Mohnish would like the idea of selling rice in India, especially when KRBL seems so dominant in the market.