Value Investing News - Poor Man's Mosaic - Comments

Re: Wonderful Resource!

George — Wed, 17 Sep 2008 22:05:40 -0400

Welcome Jim,

I'm glad you found my Poor Man's Mosaic useful. I hope you enjoy it. Feel free to share your impressions of the book here in the forum when you are done reading it.

Wonderful Resource!

StockInvestor — Wed, 17 Sep 2008 11:56:55 -0400

I just stumbled across this valuable resource and want to thank those responsible for its creation. A huge thanks to George and Nick (and anyone else who had a hand in this).
I know what I'll be reading tonight!

Happy Investing,
~Jim
HighGrowthStock.com - Stock Trading Software

Chapter 24

ebhusein — Mon, 25 Aug 2008 05:49:47 -0400

I really want to read chapter 24 on CA Inc. Can anybody care to direct me how to access this info. tq

More Mosaic

George — Thu, 10 Jul 2008 22:42:25 -0400

I also added "Avoiding Enron-itis!" and "Yes, But I Like to Punt!" this week.

On second thought, your link

George — Tue, 01 Jul 2008 22:20:55 -0400

On second thought, your link is to Chapter 25 on Intrinsic Value. Chapter 26 is still missing.

It is the microsoft valuation in mosaic!

George — Tue, 01 Jul 2008 21:48:08 -0400

Nice find sri! This is indeed part of the Chapter 26. I wonder if the Intel and Cisco valuations by Pabrai are also available on SiliconIndia.com. Anyone find either of those?

I updated Poor Man's Mosaic to include a link "Valuation By Intrinsic Value."

Is this the microsoft valuation in mosaic

sri — Sun, 29 Jun 2008 21:29:35 -0400

http://www.siliconindia.com/magazine/printarticle.php/NSP262596369

Mosaic: Latticework II added

George — Fri, 27 Jun 2008 11:41:19 -0400

I just added my summary of Chapter 13: Latticework II to Poor Man's Mosaic.

Mosaic Dhando!

George — Thu, 26 Jun 2008 10:10:58 -0400

I just added a link to my summary of Chapter 11 of Mosaic. This chapter was titled Dhando! and I believe was the inspiration for The Dhandho Investor.

Thank you for catching the error!

Nick — Thu, 27 Mar 2008 13:46:53 -0400

Thank you for catching the error!

Chapter 11 should be

Teenvestor — Wed, 26 Mar 2008 02:00:32 -0400

Chapter 11 should be called Dhando!, all of the subsequent chapter numbers should then be moved up one.

thanks Nick

sdesai — Fri, 09 Nov 2007 12:02:10 -0500

it was very interesting discussion...

sdesai CCRT

Nick — Thu, 08 Nov 2007 14:48:18 -0500

Read this: Mohnish and CCRT if you haven't already.

Mosaic Based DCF Spreadsheet

erikberg — Tue, 06 Nov 2007 23:26:29 -0500

Mosaic Based DCF Spreadsheet

http://iamamazing.wordpress.com/2006/12/21/discounted-cash-flow-dcf-calculator-based-on-monish-pabrais-book-mosaic/#comments

erik

mohnish's pick -compucredit?

sdesai — Mon, 05 Nov 2007 23:01:44 -0500

Does anybody has idea about valuation for Compucredit? It is 52 week low and shareholder's latter seems very interesting...
Thanks

Poor Man's Mosaic

George — Fri, 19 Oct 2007 20:49:18 -0400

Thanks to Nick's great research, we now have access to several chapters of Mohnish Pabrai's book, Mosaic: Perspectives on Investing. Here are the articles that we have found so far that make up many of the chapters of Mosaic: