This article is authored by Peter Coenen, a value investor based in the Netherlands.
This is the second commandment of the Mohnish Pabrai 10 Commandments of Investment Management. I couldn’t agree more. You don’t need an expensive research department, since the best investment ideas on planet Earth are available for free.
13F filings, which have to be filed with the Securities and Exchange Commission within 45 days after the end of each calendar quarter, is the place to be and they give us a great snapshot into where exceptional investment minds like Mohnish Pabrai, Todd Combs, Ted Weschler or Stanley Druckenmiller, are finding value in the current market.
In the previous edition on Intelligent Cloning, I announced a few topics of interest for this edition, but I have a much better idea. Let’s go fishing in Instanbul!
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About The Author: Peter Coenen
Peter is the founder and CEO of The Value Firm BV. The Value Firm BV operates as an independent investment management company. The Company offers investment consulting and advisory, capital market, and portfolio management services. The Value Firm BV serves clients in the Netherlands.
Peter graduated with a degree in Electrical Engineering from the Eindhoven University of Technology (Netherlands). Peter joined the KPN Group of companies where he held various management positions and worked on topics like calling cards, broadcasting business, high speed internet via satellite and business intelligence. Peter is a member of the Royal Industrieele Groote Club in Amsterdam, a lively business club with an eclectic mix from the (inter)national business community.
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