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The Dhandho Investor Sells Ternium, Buys Capital Source!

By stockmanmarc on Sat, 2010-02-13 13:07
(via stockmanmarc.blogspot.com)

Value Investor Mohnish Pabrai - The Dhandho Investor

By stockmanmarc on Fri, 2009-08-21 14:06
(via stockmanmarc.blogspot.com)

Value Investor Mohnish Pabrai

Mohnish Pabrai files 13F for March 31st, 2009

By valuehawk on Mon, 2009-05-25 00:22
(via www.rocketfinancial.com)

Mohnish Pabrai's Q1 portfolio has been filed. New or increased positions include FFH, WFC, BRKb, CRESY, TCK, TX, and LUK.

Benjamin Graham: Three Timeless Principles

By stockmanmarc on Tue, 2009-02-24 20:01
(via www.forbes.com)

Warren Buffett is widely considered to be one of the greatest investors of all time, but if you were to ask him who he thinks is the greatest investor, he would probably mention one man: his teacher Benjamin Graham...Read More

Looking at the Q3 Portfolios of Bruce Berkowitz, Robert Rodriguez and Mohnish Pabrai

By davyb on Tue, 2008-11-18 12:50
(via enlightened-american.com)

Digging into the portfolios of Berkowitz's Fairholme, Rodriguez's FPA and Mohnish Pabrai.

A Solid Bet: The Case For Ternium Steel

By kenkid on Wed, 2008-03-12 22:46
(via shamgad.blogspot.com)

My approach to investing has fit the philosophy, "Give a man a fish and you feed him for a day, but teach a man how to fish and you feed him for life."

Today, I'll make an exception and outline my analysis for Ternium Steel, one of the most profitable steel companies in the world.

Cheap Steel, Chavez Throws a Fat Pitch

By Myth465 on Sun, 2007-06-17 16:31
(via vislut.blogspot.com)

This is the thesis for my TX purchase. It was written about 3 weeks ago and is in place as we speak.