Sunday 23 February 2014

Dalal Street: Mohnish Pabrai Q4 2013

Dalal Street run by Mohnish Pabrai, Q4 2013

The dealings of the extremely careful and copycat investor Mohnish Pabrai are here presented. This quarter contained high level of activity! Last quarter he did absolutely nothing. Maybe he took a well deserved vacation for three months or he simply found there to be nothing at all of interest.

Here is a link to the previous quarter of Dalal Street.

Conclusion: Mohnish made a significant addition to Horsehead Holding and the addition to General Motors were less then 1,000 shares so nothing. He also sold off around one third from his Goldman Sachs shares and it makes sense they start to be overvalued. Warren Buffett did not buy the shares in Goldman Sachs according to the market price in Q4 2013 because then he would probably not have bought any.

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