What are the stocks Mr. Pabrai holds? Is this a public information?
Posts in category Value Pickr
My portfolio updates and investment journey (23-01-2024)
What are the stocks Mr. Pabrai holds? Is this a public information?
Eco Recycling Limited (Ecoreco (23-01-2024)
Thanks for this update
Eco Recycling Limited (Ecoreco (23-01-2024)
Thanks for this update
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (23-01-2024)
Flattish QoQ results.
www.bseindia.com/xml-data/corpfiling/AttachLive/74bcb9ab-d48e-4180-bd3f-5dc2196931ed.pdf
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (23-01-2024)
Flattish QoQ results.
www.bseindia.com/xml-data/corpfiling/AttachLive/74bcb9ab-d48e-4180-bd3f-5dc2196931ed.pdf
My portfolio updates and investment journey (23-01-2024)
Hi @Cshar thanks for contributing.
I just did a quick search and from various sources I found Mr. Pabrai has 9 stocks. 3 in US (worth 1400 crores), 3 in India (1200 crores) and 3 in Turkey (I beleive over 2000 crores). Total value of his investements in equity seems to be ~5000 crores.
However, point to note is that his networth as per investopedia is about 16000 crores. What does this mean? He has invested only one third of his networth in stocks. His largest investment seems to be in Alpha metalurgical resources of USD114 million i.e. about 1000 crores. So just to put in context this is 20% of his total equity portfolio and 6% of his networth.
So understanding the context is very important. If I have a stock with 20% allocation and it is 50% of my networth or is it 6% of my networth. If its 50% of my networth following someone else’s 20% equity portfolio then may be its not right. However, if its 6% of my networth with even higher 60-80% of equity portfolio then I dont care much and also no one else should.
In 2014 when late RJ sir bought shares of Spicejet every friend of mine was trying to jumpin to follow him. However, my friends were putting high % of their networth in SpiceJet vs. sir’s less than 0.5% (13.4 crores from his networth of ~10000 crores).
So we should not follow the ones we dont know much about.
My portfolio updates and investment journey (23-01-2024)
Hi @Cshar thanks for contributing.
I just did a quick search and from various sources I found Mr. Pabrai has 9 stocks. 3 in US (worth 1400 crores), 3 in India (1200 crores) and 3 in Turkey (I beleive over 2000 crores). Total value of his investements in equity seems to be ~5000 crores.
However, point to note is that his networth as per investopedia is about 16000 crores. What does this mean? He has invested only one third of his networth in stocks. His largest investment seems to be in Alpha metalurgical resources of USD114 million i.e. about 1000 crores. So just to put in context this is 20% of his total equity portfolio and 6% of his networth.
So understanding the context is very important. If I have a stock with 20% allocation and it is 50% of my networth or is it 6% of my networth. If its 50% of my networth following someone else’s 20% equity portfolio then may be its not right. However, if its 6% of my networth with even higher 60-80% of equity portfolio then I dont care much and also no one else should.
In 2014 when late RJ sir bought shares of Spicejet every friend of mine was trying to jumpin to follow him. However, my friends were putting high % of their networth in SpiceJet vs. sir’s less than 0.5% (13.4 crores from his networth of ~10000 crores).
So we should not follow the ones we dont know much about.
Tips Industries Limited – Ready to RACE ahead! (23-01-2024)
yes seems so. All the promoter selling seems to be absorbed by the public category with negligible increase in DII and FII holding which are anyway below 1% and no names appear there!
Tips Industries Limited – Ready to RACE ahead! (23-01-2024)
yes seems so. All the promoter selling seems to be absorbed by the public category with negligible increase in DII and FII holding which are anyway below 1% and no names appear there!