By
Borsgade
In this interview, Mohnish Pabrai outlines his full investment strategy, emphasizing the importance of staying within his “circle of competence” and drawing lessons from seasoned investors.
He begins by reviewing shareholder holdings to identify credible investors supporting a company and often looks for summaries on Value Investors Club for a concise analysis. Mohnish then studies shareholder letters to gain insight into the company’s history and its ability to navigate economic challenges. He also examines Q&A transcripts for candid information about management’s integrity and the company’s direction.
Lastly, he assesses proxies and financial statements, looking for reasons to either drop or continue investigating an investment, highlighting the need for thorough research and disciplined decision-making.
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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