tag:blogger.com,1999:blog-32296855.post3586151254952265882..comments2024-02-19T11:03:13.935+05:30Comments on perfect research: Notes from meeting with value investor Mr. Mohnish PabraiPerfect Researchhttp://www.blogger.com/profile/04710791026076730021noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-32296855.post-71960972569634463652012-10-27T20:32:03.413+05:302012-10-27T20:32:03.413+05:30Wow Very Nice ArticleWow Very Nice ArticlePrice India Reviewhttp://priceindiareview.innoreply@blogger.comtag:blogger.com,1999:blog-32296855.post-69931566835417067012012-10-10T12:53:45.711+05:302012-10-10T12:53:45.711+05:30Hi Ashish
Great post, thanks. The general review I...Hi Ashish<br />Great post, thanks. The general review I got for THE DHANDHO INVESTOR was that it’s a highly overated book and I too was thinking when I am studying the master (Bugget, Munger, Martin Whitman) why to study a person who has copied from these people. Now my opinion is completely changed and this book will be on my priority list. Just want to point out one thing regarding cash allocation. Mohnish seems to have changed his view on concentrated bets. This is what he said in presentation given to Columbia Business School “The lesson of 2008-09 crisis seems to be No need to hold 100 names, but unwise to hold 4, 20-30 names seems just right.<br />Anil Kumar Tulsiramhttps://www.blogger.com/profile/08957135865779188117noreply@blogger.comtag:blogger.com,1999:blog-32296855.post-77740651093776903782012-08-18T01:19:25.112+05:302012-08-18T01:19:25.112+05:30Well Written !!!Well Written !!!Sahil Jainnoreply@blogger.comtag:blogger.com,1999:blog-32296855.post-35267508225019020302012-08-13T11:47:35.661+05:302012-08-13T11:47:35.661+05:30Excellent!Excellent!Abhishek Basumallickhttp://valueinvstr.blogspot.comnoreply@blogger.com