Thursday 5 June 2014

Dalal Street: Mohnish Pabrai Q1 2014

The cheeky copycat Mohnish Pabrai actually took in a new stock to his tiny portfolio and that was:

Berkshire Hathaway - An American conglomerate run by Warren Buffett and please see here for the previous analysis of Berkshire Hathaway.

The previous analysis of Dalal Streets - Mohnish Pabrai Q4 2013 portfolio.

Conclusion: The funny thing here is that Mohnish Pabrai is a copycat and have a tradition of buying the same companies as the heros that he follow which makes this buy of Berkshire very strange. Maybe he considers that Warren Buffett is now owning so many companies that he can not "copy" since they are taken out of the market that it is better and easier to simply own Berkshire Hathaway.

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