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Magic Formula Year in Review 2008

By MagicDiligence on Mon, 2008-12-29 10:38
(via www.magicdiligence.com)

A look at the Magic Formula screen's performance and individual winners, losers, and events in 2008.

Dah Hui Lau (David): Richard Pzena: Lear Undervaluation Summary

By George on Sat, 2007-06-30 09:08
(via dahhuilaudavid.blogspot.com)

A nice summary of why Lear Corp. is undervalued.

Mohnish Pabrai 13-F for Quarter Ending March 31, 2007

By George on Tue, 2007-05-22 11:39
(via www.sec.gov)

Mohnish Pabrai bought more Delta Financial Corp., Harvest Natural Resources Inc., Cryptologic Inc., FreightCar America Inc., and Berkshire Hathaway. He sold half of his position in MDC Holdings Inc., half of Star Gas Partners LP, most of remaining Universal Stainless Alloy, and a good chunk of Lear.

Mohnish Pabrai's Holdings as of September 30, 2006

By George on Thu, 2006-11-16 10:43
(via www.sec.gov)

It appears value investor Mohnish Pabrai has added Fidelity National Financial, Lear Corp., and Delta Financial Corp. to his portfolio this past quarter.

Tilson Fund Quarterly Holdings

By George on Tue, 2006-10-24 23:36
(via www.sec.gov)

It look's like Tilson's Focus Fund has added USG, Premier Exhibitions, Dell, M.D.C. Holdings, Canadian Tire Corporation, and Wendy's International. It looks like Lear Corporation and H.J. Heinz Company stock was sold.