Saturday 14 February 2015

Dalal Street: Mohnish Pabrai Q4 2014

Dalal Street, Mohnish Pabrai, Q4 2014

Yet another quarter with extreme activity from Mr. Pabrai. No company has been kicked out but yet another has been brought in and he has both added and decreases the quantity in his holdings.

The new investments were:

Fiat Chrysler Automobiles: The newly created merger between the Italian Fiat and the American Chrysler. Today the automobile brands in their portfolio are: Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia, Ram​, Ferrari and Maserati.

Google: An internet giant that are currently dipping their feet into many different fields. I recently heard that they stopped the further development of Google Glasses as an example... anyway here is a very old analysis of Google by me.

For the previous summary please click on Dalal Street: Mohnish Pabrai Q3 2014.

Mohnis Pabrai, stocks, Q4, 2014

Conclusion: He has kept decreasing in Posco and he is now down to 1/3 of his initial investment that was initiated half a year ago. Fiat Chrysler I also find it to be interesting, in a bad way I should add, that he has decided to step into and the addition in General motors was not even 1% so as good as null. The Google investment also feels strange to me. I almost get the feeling that Mohnish has stopped the copycat business and are now running freely...

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