Latticework Investor

Value Investing

Mohnish Pabrai

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Notes from the Value Investing Congress Twitter feed.

Mohnish Pabrai

  • Pabrai presenting: “Leveraging Checklists to Dramatically Improve Investing Results”
  • Pabrai contrasts success of Federal Aviation Administration, which has adapted to tragedys, vs US Nuclear Industry which has not
  • Pabrai has developed investment checklist base on mistakes made by other value investors
  • Pabrai has 80 mistakes on his checklist so far
  • No comapnies will pass all of Pabrai’s 80 questions on checklist
  • Checklist has helped Pabrai with position sizing
  • Pabrai-prop and casualty market very soft, but value to be found there; cites Markel
  • Pabrai says checklist would have changed some of his prior decisions had it been in place

Written by latticework01

May 6, 2010 at 9:52 am

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