Complete Growth Investor

About Pinnacle Airlines, and Concentrated Risk

I hesitate to indict Mohnish here. He's got such a good head on his shoulders, but he made some mistakes, all at the same time. Besides Delta, they may not even be permanent mistakes. CRYP is down, PNCL is down, ATSG is down. I highlighted some risks here, but I'm not saying these are permenant capital impairments. Maybe, but his fund could easily double from here...