What Mohnish Pabrai Didn't Know Hurt Him Badly [View article]
The questions about Pabrai don't stop with Delta and Pinnacle though. Here is a list of some recent investments, and his returns since he reported them:
BRKA/BRKB isn't listed here which he exited at a decent gain.
So this isn't a case of one or two investments going bad, nor of them declining just a little. 4 out of 14 declined more than 80%. His motto is "heads I win, tails I lose a little", which clearly isn't panning out.
Maybe these will all turn out to be TSO investments that rise from the ashes. It is probably too early to pass any judgments.
What Mohnish Pabrai Didn't Know Hurt Him Badly [View article]
HNR -13%
FFH +36%
CCRT -83%
TX +25%
CRYP -43%
PNCL -83%
MDC -23%
SGU -41%
USAP -6%
LEA -62%
SHLD -28%
ATSG -88%
DFC -99%
BRKA/BRKB isn't listed here which he exited at a decent gain.
So this isn't a case of one or two investments going bad, nor of them declining just a little. 4 out of 14 declined more than 80%. His motto is "heads I win, tails I lose a little", which clearly isn't panning out.
Maybe these will all turn out to be TSO investments that rise from the ashes. It is probably too early to pass any judgments.