Comments on: Why Ask Me? Ask Mohnish…Again http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/ Value Investing Blog Mon, 16 May 2011 10:55:06 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Stephen Kutney http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-3074 Stephen Kutney Mon, 26 Oct 2009 15:26:16 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-3074 Can anyone tell me why Mahnish Pabrai sold Stamps.com? On the negative side the USPS business is failing. However, the numbers on this stock look so good in terms of Return on Equity, barriers to emtry. The growth is just slow. Steve Can anyone tell me why Mahnish Pabrai sold Stamps.com? On the negative side the USPS business is failing. However, the numbers on this stock look so good in terms of Return on Equity, barriers to emtry. The growth is just slow.

Steve

]]> By: Jason http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2074 Jason Fri, 12 Sep 2008 11:36:28 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2074 Where does he think healthcare will progress in terms of membership and profitability considering the potential push for "universal" coverage? He has bought into WCG in the last 2-3 qtrs, and most likely added significantly in July. And WCG vs WLP vs UNH? Why does he think one is better than the other. Thanks for you informative and useful blog. Disclosure: I am weighted in WLP at this time. Where does he think healthcare will progress in terms of membership and profitability considering the potential push for “universal” coverage? He has bought into WCG in the last 2-3 qtrs, and most likely added significantly in July.

And WCG vs WLP vs UNH? Why does he think one is better than the other.

Thanks for you informative and useful blog.

Disclosure: I am weighted in WLP at this time.

]]> By: Joe Ponzio http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2070 Joe Ponzio Thu, 11 Sep 2008 11:30:04 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2070 I got some great questions - both here and via e-mail. I'll keep building the list for Saturday. If you are planning on attending, I am meeting up with a few people in the River Terrace Café inside the hotel (the actual café, not the "To Go" café). We'll be there from 3:30 until about 4:15, and will then walk over to the ballroom at that point. <b>Gabi:</b> I know he studied here in Chicago and built his tech business here. I don't know when he made the move to California; so; I assume Mike is spot on with his answer. <b>Ralph:</b> <a href="http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001173334&owner=include&count=40" title="This is the link to his filings with the SEC" target="blank">This is the link to his filings with the SEC</a>. Or, you can <a href="http://www.gurufocus.com/ListGuru.php?GuruName=Mohnish+Pabrai" title="follow his trades at GuruFocus" target="blank">follow his trades at GuruFocus</a>. I got some great questions – both here and via e-mail. I’ll keep building the list for Saturday.

If you are planning on attending, I am meeting up with a few people in the River Terrace Café inside the hotel (the actual café, not the “To Go” café). We’ll be there from 3:30 until about 4:15, and will then walk over to the ballroom at that point.

Gabi: I know he studied here in Chicago and built his tech business here. I don’t know when he made the move to California; so; I assume Mike is spot on with his answer.

Ralph: This is the link to his filings with the SEC. Or, you can follow his trades at GuruFocus.

]]> By: Raph http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2066 Raph Thu, 11 Sep 2008 00:25:54 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2066 Hello I have read his book the Dandoo Investor where he emphasizes the importance of concentrated bets on companies active in industries going through difficult times (Hotels in the 70s) He seems to have recently applied this idea to financials with mixed results at best. What has he learned from this rough time? What is the key lesson he took away? On a separate note how can I follow his track records and his latest trades? Thanks for the info and enjoy the meeting R. Hello

I have read his book the Dandoo Investor where he emphasizes the importance of concentrated bets on companies active in industries going through difficult times (Hotels in the 70s) He seems to have recently applied this idea to financials with mixed results at best. What has he learned from this rough time? What is the key lesson he took away?

On a separate note how can I follow his track records and his latest trades?

Thanks for the info and enjoy the meeting

R.

]]> By: Hugo http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2065 Hugo Wed, 10 Sep 2008 22:52:26 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2065 Joe, Could you please ask him wht's is thesis for investing in Sonae Capital (6.87% of the company), a small cap from Portugal. Thanks Joe,

Could you please ask him wht’s is thesis for investing in Sonae Capital (6.87% of the company), a small cap from Portugal.

Thanks

]]> By: Eric http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2064 Eric Wed, 10 Sep 2008 21:37:05 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2064 n k, As a german I could recommend you some nice opportunities over here in Germany. My top favourites are Porsche (the sportscar maker, should be known in the US as well), Bijou Brigitte (sells very cheap costume jewellery) and United Internet (big web-hoster, DSL-provider). They all have in common that they are very well-run companies with a great business performance for a long time now. And all of them have strong family owners in the background. A good way to get acess to the data of those companies is the german version of MSN Money (<a href="http://money.de.msn.com/default.aspx" title="http://money.de.msn.com/default.aspx" target="blank" rel="nofollow">http://money.de.msn.com/d...</a>). Let me know if you like them. Eric n k,

As a german I could recommend you some nice opportunities over here in Germany.

My top favourites are Porsche (the sportscar maker, should be known in the US as well), Bijou Brigitte (sells very cheap costume jewellery) and United Internet (big web-hoster, DSL-provider).

They all have in common that they are very well-run companies with a great business performance for a long time now. And all of them have strong family owners in the background.

A good way to get acess to the data of those companies is the german version of MSN Money (http://money.de.msn.com/d…).

Let me know if you like them.

Eric

]]> By: Miguel Barbosa http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2062 Miguel Barbosa Wed, 10 Sep 2008 18:59:25 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2062 I will be at the meeting look forward to meeting you. I will be at the meeting look forward to meeting you.

]]> By: rohit http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2061 rohit Wed, 10 Sep 2008 10:40:10 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2061 Joe, i would be attending the Annual meeting in chicago. hopefully we can meet in person regards rohit Joe,

i would be attending the Annual meeting in chicago. hopefully we can meet in person

regards

rohit

]]> By: Mike http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2060 Mike Wed, 10 Sep 2008 09:58:29 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2060 He started the fund in Chicago and a lot of his investor live there. He started the fund in Chicago and a lot of his investor live there.

]]> By: Jim J http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain/#comment-2059 Jim J Wed, 10 Sep 2008 09:27:10 +0000 http://www.fwallstreet.com/article/151-why-ask-me-ask-mohnishagain#comment-2059 Any of his thoughts or comments on Cryptologic would be appreciated. Any of his thoughts or comments on Cryptologic would be appreciated.

]]>