Скачать или смотреть Cloning Mohnish Pabrai since 2015! How Would You Have Done?

Cloning Mohnish Pabrai's stock picks since 2015 // How would your shameless cloning portfolio have performed? // In this video we run an experiment to see the recent results of shamelessly cloning a shameless cloner using 13F filings over the last 23 quarters. Pabrai has been doing lots of hunting abroad for the last 4 years, and this study doesn't include holdings from markets like South Korea, India and Turkey. But it was a fun exercise!

Here is the spreadsheet if you want to slice and dice the data yourself: https://docs.google.com/spreadsheets/...

Here is the talk Pabrai gave at Ivey in 2012 (pertinent section at 1:22:15)    • 2012 Ivey Value Investing Classes Guest Sp...  

What do you think about Pabrai's results?