Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (5) |
Author: ciao8   😊 😞
Number: of 15471 
Subject: Interesting Comparisons
Date: 07/18/2025 1:26 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
Mohnish Pabrai was a huge fan & friend of Charlie Munger, I wonder how Charlie felt about Mohnish's investment style.
Mohnish has managed the Pabrai Funds for over 20+ years with approx $1B AUM under management. He runs an extremely concentrated portfolio with current emphasis in Turkey with 3 companies cover 80% of the portfolio.

Always interesting to compare recent,(thru 6/30/2025), as well as long term performance comparisons.
PIF-2 is the oldest Pabrai fund started in late 2000.

Yrs <S&P 500> .... <BRK-A> .... <PIF-2>

1..........14.7%/Yr........19.2%/Yr.......-24.8%/Yr

3..........19.7%/Yr........21.6%/Yr........20.2%/Yr

5..........16.9%/Yr........22.4%/Yr........11.5%/Yr

10.........13.4%/Yr........13.4%/Yr.........5.9%/Yr

15.........14.7%/Yr........12.8%/Yr.........8.2%/Yr

20.........10.6%/Yr........11.4%/Yr.........6.7%/Yr

<hope the formatting doesn't blow up>

ciao
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (5) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds