Poor Man's Mosaic

Nick on Fri, 2007-10-19 22:30


I found chapters 13, 15, 17, 18, 20, 21, 22,and 24. I couldn't find the other chapters; I'm tired, but I'll look again later (we're still missing 8 chapters). I hope everyone enjoys reading the book.

George on Fri, 2007-10-19 23:05

Thanks! This is pretty amazing. I looked all over for Chapter 12 but I had no luck. I'm pretty certain that it wasn't published in September or October 2002 on Fool.com. I even used archive.org to look back at the site as it was in 2002.

ebhusein (not verified) on Mon, 2008-08-25 04:49
Title: Chapter 24

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

Nick on Sat, 2007-10-20 10:22

It looks like we are only missing 7 sections. Feel free to post them up if you find them.

"Dhandho!" -Motley Fool August 2002
Latticework-II -Silicon India Magazine (SIM) August 2002
On Avoiding Enron-itis! - SIM May 2002
Yes, But I Like to Punt! -SIM April 2002
Is It TIme to Buy Infosys? -SIM 2001
Computer Associates- A Good Business Model Gone Awry -SIM September 2001
The Intrinsic Value of Microsoft, Intel, and Cisco - SIM January 2001

jordan (not verified) on Wed, 2007-10-24 16:55


Did anyone find these? I had a look on SIM but couldn't find anything. I will take another look though.

BTW, thanks very much for posting all of these links. Fantastic!


Nick on Wed, 2007-10-24 18:33


I'm glad you enjoyed them. I went through SIM month by month year by year. I'm 90% certain they are not available online.

rk4353w (not verified) on Wed, 2007-10-24 22:24

This article is available on SIM, I downloaded yesterday.
I think it is from January 2002.
Hope this helps, it would be great to find the remaining chapters.

George on Wed, 2007-10-24 23:31

I found the link to this article, "Is it time to Buy Infosys?" I added above to the Poor Man's Mosaic outline. Anyone know which chapter this one is?

Nick on Thu, 2007-10-25 09:22
Title: Chapter 19!

Chapter 19!

kenkid (not verified) on Wed, 2007-10-24 22:55
Title: What is SIM?

What is SIM?

rk4353w (not verified) on Wed, 2007-10-24 23:15
Title: SIM

Silicon India Magazine - Google it, they have a website with past issue archives.

kenkid (not verified) on Wed, 2007-10-24 23:41

ohh okay thanks

Circle of Compe... on Tue, 2007-10-30 14:11

I'm curious why only some of the SIM articles are up. Has anyone tried to contact the website and ask if they have the rest of his articles, for example Latticework II?

Nick on Tue, 2007-10-30 15:10

Good Idea, but no I haven't contacted them.

ph889888 (not verified) on Sun, 2007-11-04 17:46

It is great that I can read these chapters online. I really enjoyed reading these even I have not finished yet. Thanks very much to collect these chapters. I greatly appreciated the effort.

Nick on Mon, 2007-11-05 13:37

My pleasure! We really should thank Mohnish and his publisher for keeping these articles accessible.

sdesai (not verified) on Mon, 2007-11-05 23:01

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

Nick on Thu, 2007-11-08 14:48
Title: sdesai CCRT

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

erikberg (not verified) on Tue, 2007-11-06 23:26
sdesai (not verified) on Fri, 2007-11-09 12:02
Title: thanks Nick

it was very interesting discussion...

Teenvestor on Wed, 2008-03-26 01:00

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



Nick on Thu, 2008-03-27 12:46

Thank you for catching the error!

George on Thu, 2008-06-26 09:10

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.

George on Fri, 2008-06-27 10:41

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

sri (not verified) on Sun, 2008-06-29 20:29
George on Tue, 2008-07-01 20:48

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."

George on Tue, 2008-07-01 21:20

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

George on Thu, 2008-07-10 21:42
Title: More Mosaic

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

StockInvestor on Wed, 2008-09-17 10:56

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,
HighGrowthStock.com - Stock Trading Software

George on Wed, 2008-09-17 21:05

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.

HmwES on Sun, 2009-01-11 02:46

Hi Guys,

It appears that many of the links to SIM from Chapter 11-26 is not working. I am being directed to a page stating that I have typed in the wrong url? However, articles on the Street.com are working just fine. Please advice? Alternatively, if anybody has stored articles 11-26 be it in whole or in part please email them to me at HmwES@hotmail.com. Thanks a dozen!

George on Mon, 2009-01-12 07:55

It looks like SIM restructured its site. I believe most of the chapters are still available but at new links. I'll work on updating those links this week.

HmwES on Tue, 2009-07-21 12:26
Title: Any updates?

Hi George,

Any updates after such a long time? I will also like to enquire how do I edit my posting after I submitted the post?

George on Tue, 2011-03-29 21:48

I went through all the links on Poor Man's Mosaic and updated them. Sadly, thestreet.com links are now behind a pay-wall.

Savana on Thu, 2011-04-28 06:11

Would like to get this so that later it will be much easier in knowing all the things that are related to certain investments.