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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