Mohnish Pabrai’s Advice for Value Investors

July 17, 2018 | Read Now

What You’ll Learn

– Mohnish Pabrai’s value investing philosophy in 2018
– The evolution of the Dhando checklist
– Philanthropy & Pabrai’s strange investment choice


Why Alibaba Is A No-Brainer

July 11, 2018 | Read Now

Summary

– I said that Alibaba is a no-brainer. Here’s further reasons why.
– Deeper explanation of Alibaba’s potential growth thanks to Amazon.
– The differences between BABA and JD.


Alibaba Is A No Brainer

June 21, 2018 | Read Now

Summary

– I am long Alibaba and plan to be for a long time as China and the world cannot function without Alibaba.
– Alibaba.com is an international and domestic monopoly.
– Alibaba has permeated through China’s way of living and is continuing to grow across different industries.


How Texas Instruments Is Worth $126

June 19, 2018 | Read Now

Summary
– A fundamental look at how Texas Instruments is a Quality & Growth investment at a fair price.
– Growth in their top segment of industrials and automotive is key to their long term business.
– Valuation using 4 different angles has the average fair value at around $126 with the lower end being $100 and upper end being $160.


New York & Co.: Why You Need To Buy Deep Value

June 18, 2018 | Read Now

What You’ll Learn

– It’s not okay to copy Buffet at his stage of investing
– Why Munger thinks that there is opportunity in small companies.
– Valuation, Deep Discounts & Catalyst.


These 3 Stocks Have Richly Rewarded Shareholders

June 12, 2018 | Read Now

What You’ll Learn

– Sales growth is a key driver of long term stock performance.
– How to screen stocks for sales growth and profit.
– LOW, NVDA, ADBE are 3 stocks that meet the sales and profit criteria with a look at how it’s been achieved.


One Position Sizing Strategy for Long Term Success

May 30, 2018 | Read Now

What You’ll Learn
– A different way for value investors to look at position sizing.
– Misconceptions value investors have about traders and why it’s wrong
– Guidelines for position sizing to improve your investing strategy


6 Data Driven Reasons Why Micron Has 20% Upside

May 22, 2018 | Read Now

What You’ll Learn

– DRAM generates huge amounts of FCF.
– Fundamental metrics are pointing in the right direction with valuation multiples showing that MU is not expensive.
– Business risks exist with MU.
– Fair value from $58 to $75 with average fair value of $66.


Why This Is Not The Time To Buy Under Armour

May 17, 2018 | Read Now

What You’ll Learn

– Under Armour needs to improve performance and it has to be reflected in the financials first.
– Issues with inventory management. Quality factors are on the low end.
– Optimistic valuation is near current price.


The Yellowstone Factor: Minimizing Downside Risk

This is a summary of Mohnish Pabrai’s excellent take on the Yellowstone factor and how you can minimize downside risk.

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