tag:blogger.com,1999:blog-2949218657849719987.post7498599923981628978..comments2024-02-10T10:35:20.557+00:00Comments on My contrarian adventure: Dalal Street: Mohnish Pabrai Q1 2016Fredrik von Oberhausenhttp://www.blogger.com/profile/10924238593055161520noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2949218657849719987.post-78500794000644037532016-05-22T12:52:58.868+01:002016-05-22T12:52:58.868+01:00Yes, Berkshire had a large holding in Posco but th...Yes, Berkshire had a large holding in Posco but they stepped out some time ago. I assume they stepped out when they realised that the prices for steel would take much longer to recover than what they had initially expected.Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-15238599848381679232016-05-22T09:07:26.217+01:002016-05-22T09:07:26.217+01:00Even Charlie Munger liked, and I guess still likes...Even Charlie Munger liked, and I guess still likes, Posco.valuetradebloghttps://www.valuetradeblog.comnoreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-70536355022978714562016-05-21T18:39:27.214+01:002016-05-21T18:39:27.214+01:00Yeah Valeant and Horsehead are well known... I wou...Yeah Valeant and Horsehead are well known... I would like to add Posco to that list... Many of the investors have been in that company and the development had been poor.<br /><br />Fredrik von OberhausenAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-23294143525777906352016-05-21T07:47:12.824+01:002016-05-21T07:47:12.824+01:00Hi,
the Horsehead/ZINC case is one of the most in...Hi,<br /><br />the Horsehead/ZINC case is one of the most interesting this year. You definitely know what the other is.<br /><br /><br />kind regards/ Grüße<br />valuetradblogvaluetradebloghttps://www.valuetradeblog.comnoreply@blogger.com