I was talking to one of the gurus of value investing recently. He has actually created wealth for a lot of people and of course for himself...I asked him some questions..some stupid questions too..but I am not writing about them. After all I have not done any course on value investing.
"I think that very few people run as concentrated as I do. By the time you get to my 6th position, that accounts for 75% of the portfolio. We do have between 15 and 20 names in the Pabrai funds portfolio, but numbers 6 through 18 altogether are less than a quarter of the pie."
This is neither an offer nor a solicitation to purchase or sell securities. The information and views contained on this site are believed to be reliable, but no responsibility (or liability) is accepted for errors of fact or opinion. Writers and contributors may be trading in, or have positions in the securities mentioned in their articles. Neither IndiaNotes nor any of the contributors accepts any liability arising out of use of the above information/article. Reproduction in whole or in part without written permission is prohibited.