Poor Man's Mosaic
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
More Chapters
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.
Thanks! This is pretty
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.
Chapter 24
I really want to read chapter 24 on CA Inc. Can anybody care to direct me how to access this info. tq
Missing Chapters
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
Missing Chapters
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
Jordan, I'm glad you enjoyed
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.
Is it time to Buy Infosys?
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.
Re: Is it time to Buy Infosys?
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?
Chapter 19!
Chapter 19!
What is SIM?
What is SIM?
SIM
Silicon India Magazine - Google it, they have a website with past issue archives.
ohh okay thanks
ohh okay thanks
I'm curious why only some of
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?
Good Idea, but no I haven't
Good Idea, but no I haven't contacted them.
It is great that I can read
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.
Thanks Mohnish
My pleasure! We really should thank Mohnish and his publisher for keeping these articles accessible.
mohnish's pick -compucredit?
Does anybody has idea about valuation for Compucredit? It is 52 week low and shareholder's latter seems very interesting...
Thanks
sdesai CCRT
Read this: Mohnish and CCRT if you haven't already.
Mosaic Based DCF Spreadsheet
Mosaic Based DCF Spreadsheet
http://iamamazing.wordpress.com/2006/12/21/discounted-cash-flow-dcf-calculator-based-on-monish-pabrais-book-mosaic/#comments
erik
thanks Nick
it was very interesting discussion...
Chapter 11 should be
Chapter 11 should be called Dhando!, all of the subsequent chapter numbers should then be moved up one.
Thank you for catching the error!
Thank you for catching the error!
Mosaic Dhando!
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.
Mosaic: Latticework II added
I just added my summary of Chapter 13: Latticework II to Poor Man's Mosaic.
Is this the microsoft valuation in mosaic
http://www.siliconindia.com/magazine/printarticle.php/NSP262596369
It is the microsoft valuation in mosaic!
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."
On second thought, your link
On second thought, your link is to Chapter 25 on Intrinsic Value. Chapter 26 is still missing.
More Mosaic
I also added "Avoiding Enron-itis!" and "Yes, But I Like to Punt!" this week.