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Bio
Pabrai Investment Funds创始人，Dhandho投资法的倡导者。以克隆巴菲特策略著称的价值投资者。
Ideas
2 Ideas
Increased stake in Transocean Ltd
Mohnish Pabrai increased his stake in Transocean Ltd by 10.63%, adding 2,597,801 shares. The total holding is now 27,040,133 shares, valued at $111,675,750, making it 27.78% of his portfolio.
Alphabet: Still Undervalued Despite AI Concerns
Pabrai argues that Alphabet's search monopoly and YouTube dominance are underappreciated. The market is overly focused on AI competition risks while ignoring Google's massive distribution advantage.