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Poor Man's Mosaic

Submitted by George on Fri, 2007-10-19 20:49.
  • Investing Books

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:

  • Chapter 1: The Yellowstone Factor
  • Chapter 2: Steer Clear of Trading on the Short Side
  • Chapter 3: Tectonic Shifts in the American Class System
  • Chapter 4: Astronomers, Astronauts and Styles of Investing
  • Chapter 5: The Sure Bet of Corporate Morticians
  • Chapter 6: Retailers Aren't Worth the Risk
  • Chapter 7: What Warren Buffett Can Teach Microsoft
  • Chapter 8: The Danger in Buying the Biggest
  • Chapter 9: Decoding a Company's DNA
  • Chapter 10: Buffett Succeeds at Nothing
  • Chapter 11: Dhando!
  • Chapter 12: Latticework - I
  • Chapter 13: Latticework - II
  • Chapter 14: Blue Chip Blues
  • Chapter 15: Avoiding Enron-itis!
  • Chapter 16: The Demise of a Prized American Treasure
  • Chapter 17: Yes, But I Like to Punt!
  • Chapter 18: All You Need is Love!
  • Chapter 19: Risk vs. Uncertainty
  • Chapter 20: Is it Time to Buy Infosys?
  • Chapter 21: When Mr. Market Gets Depressed, Back up the Truck!
  • Chapter 22: Entrepreneurs Aren't Risk Takers - They're Arbitrageurs!
  • Chapter 23: The Investor's Dilemma - Mutual Funds or Stocks?
  • Chapter 24: Computer Associates - A Good Business Model Gone Awry
  • Chapter 25: Intrinsic Value
  • Chapter 26: The Instrinsic Value of Cisco, Intel and Microsoft

 

The Four Filters: Invention of Warren Buffett & Charlie Munger ›
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More Chapters

Submitted by Nick on Fri, 2007-10-19 23:30.

George,

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.

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  • 3 points

Thanks! This is pretty

Submitted by George on Sat, 2007-10-20 00:05.

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.

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  • 2 points

Chapter 24

Submitted by ebhusein on Mon, 2008-08-25 05:49.

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

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  • 0 points

Missing Chapters

Submitted by Nick on Sat, 2007-10-20 11:22.

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

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  • 2 points

Missing Chapters

Submitted by jordan on Wed, 2007-10-24 17:55.

Hi,

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!

J

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  • 3 points

Jordan, I'm glad you enjoyed

Submitted by Nick on Wed, 2007-10-24 19:33.

Jordan,

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.

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  • 2 points

Is it time to Buy Infosys?

Submitted by rk4353w on Wed, 2007-10-24 23:24.

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.

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  • 4 points

Re: Is it time to Buy Infosys?

Submitted by George on Thu, 2007-10-25 00:31.

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?

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  • 2 points

Chapter 19!

Submitted by Nick on Thu, 2007-10-25 10:22.

Chapter 19!

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  • 2 points

What is SIM?

Submitted by kenkid on Wed, 2007-10-24 23:55.

What is SIM?

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  • 1 point

SIM

Submitted by rk4353w on Thu, 2007-10-25 00:15.

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

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  • 2 points

ohh okay thanks

Submitted by kenkid on Thu, 2007-10-25 00:41.

ohh okay thanks

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  • 2 points

I'm curious why only some of

Submitted by Circle of Compe... on Tue, 2007-10-30 15:11.

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?

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  • 2 points

Good Idea, but no I haven't

Submitted by Nick on Tue, 2007-10-30 16:10.

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

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  • 2 points

It is great that I can read

Submitted by ph889888 on Sun, 2007-11-04 18:46.

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.

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  • 2 points

Thanks Mohnish

Submitted by Nick on Mon, 2007-11-05 14:37.

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

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  • 2 points

mohnish's pick -compucredit?

Submitted by sdesai on Tue, 2007-11-06 00:01.

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

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  • 2 points

sdesai CCRT

Submitted by Nick on Thu, 2007-11-08 15:48.

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

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  • 2 points

Mosaic Based DCF Spreadsheet

Submitted by erikberg on Wed, 2007-11-07 00:26.

Mosaic Based DCF Spreadsheet

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

erik

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  • 2 points

thanks Nick

Submitted by sdesai on Fri, 2007-11-09 13:02.

it was very interesting discussion...

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  • 3 points

Chapter 11 should be

Submitted by Teenvestor on Wed, 2008-03-26 02:00.

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

 

 

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  • 3 points

Thank you for catching the error!

Submitted by Nick on Thu, 2008-03-27 13:46.

Thank you for catching the error!

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  • 2 points

Mosaic Dhando!

Submitted by George on Thu, 2008-06-26 10:10.

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.

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  • 0 points

Mosaic: Latticework II added

Submitted by George on Fri, 2008-06-27 11:41.

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

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  • 0 points

Is this the microsoft valuation in mosaic

Submitted by sri on Sun, 2008-06-29 21:29.

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

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  • 1 point

It is the microsoft valuation in mosaic!

Submitted by George on Tue, 2008-07-01 21:48.

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."

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  • 0 points

On second thought, your link

Submitted by George on Tue, 2008-07-01 22:20.

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

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  • 0 points

More Mosaic

Submitted by George on Thu, 2008-07-10 22:42.

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

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  • 0 points

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