Mohnish Pabrai's Free Lunch Portfolio for 2023 & Shankar Nath's Desi Version of It скачать в хорошем качестве

Mohnish Pabrai's Free Lunch Portfolio for 2023 & Shankar Nath's Desi Version of It

► Need Term or Health Insurance? Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5 ► 26,000+ readers have joined my Investing Newsletter Subscribe Now : http://shankarnath.com Mohnish Pabrai, the renowned value investor & author of The Dhandho Investor, comes up with a Free Lunch Portfolio every year where he lists down 15 stocks i.e. 5 stocks across 3 unique categories. The Free Lunch Portfolio is one of Mohnish Pabrai’s most popular investment strategies and is based on creating a portfolio for three different kinds of companies: 1. Spawners - These are companies that have the ability to create and expand their competitive advantages through incubation, innovation and strategic acquisitions 2. Shameless Cloners - These are stock picks of other popular value investors and Pabrai says leaning back on their stock research & high conviction stock bets can be an excellent investing strategy 3. Uber Cannibals - These are companies that have been buying back shares consistently which shows good capital allocation, low competition and a high quality business that can generate a lot of cash flow To make it more Indian and relevant for us, I have also included a list of Indian stocks ascribing to Mohnish Pabrai's free lunch portfolio principles that can serve as excellent proxies to each of the three categories: 1. Spawners in India - Reliance Industries, Adani Group, State Bank of India, InfoEdge, Indiamart, IEX (Indian Energy Exchange) 2. Shameless Cloners in India - I have not defined a list here but given the source of finding what other popular stock investors in India are buying 3. Uber Cannibals in India - Balrampur Chini Mills, Wipro, Aarti Drugs, TCS, Jagaran Prakashan 👉 Video Chapters: 00:00 Mohnish Pabrai Investment Strategy 02:43 Spawners 04:37 Shameless Cloners 06:23 Uber Cannibals 08:55 Performance of Free Lunch Portfolio 10:42 Indian Spawners Stocks 11:47 Indian Shameless Cloners Stocks 12:48 Indian Uber Cannibals Stocks 14:34 Shankar's Viewpoint 👉 Resources and Reading Material: ‣ The Dhandho Investor by Mohish Pabrai (book): https://amzn.to/41DDLDP ‣ Mohnish Pabrai's Free Lunch Portfolio 2023 (blog post on Chai with Pabrai): http://www.chaiwithpabrai.com/blog/20... ‣ Original Article Pabrai co-authored on Forbes in 2017: https://www.forbes.com/sites/janetnov... ‣ How to Find Spawners? (article): https://www.gurufocus.com/news/165780... 🔥 Top Videos on My Channel (don't forget to subscribe) ‣ Build a Monopoly Stocks Portfolio (27% Return) :    • How to Build a Portfolio of Monopoly Stock...   ‣ Coffee Can Investing :    • How to Build a Coffee Can Investing Portfo...   ‣ Peter Lynch's Strategy of Stock Picking :    • I Copied Peter Lynch's Investing Strategy ...   ‣ Magic Formula Strategy for Indian Stocks :    • Magic Formula Investing | 30% Returns | Ma...   🙌 Join my community on: ‣ Youtube:    / @shankarnath   ‣ Instagram:   / shankarnathofficial   ‣ LinkedIn:   / shankarnath   ‣ Twitter:   / shankarnath   #mohnishpabrai #investmentstrategy #shankarnath Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented