Friday 15 November 2013

Dalal Street: Mohnish Pabrai Q3 2013

Dalal Street run by Mohnish Pabrai

Mohnish Pabrai has been sitting very still in his boat and has done absolutely nothing in America according to the SEC filing. No addition, no sale, no new company.

Therefore the list this times becomes pretty airy:

Q3, 2013, Dalal Street, Mohnish Pabrai

Conclusion: Since I know that he keeps a high %-age in cash my guess is that he simply has not found anything new of interest. This could be due to that the market is today fairly valued and the value of his current companies have not yet fulfilled their potential but I do not know and it is only guessing also I can not see what he is doing outside of the US so maybe he has been active but only on a different market.

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