Recently I have been watching some videos about Mohnish Pabrai. I have heard that Mohnish Pabrai plans to go public with the Dhando Holding Company (click here). He is one of the few value investors who like to give talks.
I find him both entertaining and unashamedly blatant about some of his beliefs such as cloning (copying the buy & sell moves of other great investors notably Warren Buffett), marketing tactics used by Hare Krishna disciples and his afternoon naps. To him investors should be seen as Gentlemen of Leisure – who should not be in any hurry to buy or sell, and to study deep into the companies.
Consequently, using Mohnish’s idea of Cloning, I did spend some time reading up on the buy moves of some of the great investors. Some are harder to decipher than others. For instance, Seth Klarman picks seem to be more geared towards Pharmaceutical Companies like Orexigen Therapeutics Inc ...
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