Highlighting the Barron’s Roundtable’s spinoff picks is always one of our most popular pieces every year. Sadly, we missed it earlier this year, but Barron’s does publish a midyear check in every July. It’s not as comprehensive as the beginning of the year Roundtable gathering, but it still features some talk about the economy, predictions for the market… Read More »
Happy New Year to all of our readers! 2018 is now officially history and it will be remembered as a year of increased volatility that ultimately left some portfolios quite damaged. That includes Mohnish Pabrai’s Spinoff Portfolio and its (backtested) historically S&P crushing results. Pabrai is a legendary fund manager and author of The Dhando Investor. In one of… Read More »
It’s a new year (relatively speaking at this point) and some readers are likely evaluating their investment strategies for 2018. If you can stomach a healthy dose of volatility then Mohnish Pabrai has just the thing for you – a concentrated portfolio of spinoffs! For those wondering, Mr. Pabrai founded both the Dhando Fund and Pabrai Investment Funds… Read More »