This quarterly member publication is authored by MOI Global contributor and Zurich Project participant Peter Coenen, a value investor based in the Netherlands.
This is the 10th Commandment of the “Mohnish Pabrai Commandments of Investment Management”. I couldn’t agree more. There are some great investors out there. Copy their highest conviction ideas. Cloning is good for your health.
In this edition of Intelligent Cloning we start with some refreshing insights on cloning. Then we will revisit the “Mohnish Pabrai Free Lunch Portfolio” and the new quants, with remarkable results thus far. And finally, we will have a first in-depth look at the newly developed Risk Rating Algorithm. Enjoy!
Members, log in below to access the restricted content.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
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.
More posts by Peter Coenen