To the retail value investor keeping up to date on the portfolio holdings of superinvestors like Warren Buffet, Seth Klarman, Daniel Loeb and Bill Ackman is an important part of the investment process. Intelligently cloning ideas from the most successful in our craft is an excellent way of achieving above par results. The whole strategy has been explained most succinctly by it’s biggest cheerleaders Mohnish Pabrai and Guy Spier who can elaborate much better than myself on the merits of this strategy.
Although I mainly write about education and technology I have an avid interest in finance especially value investing in the manner of Graham and Dodd. As I spend a lot of time scouring for value in the global markets, I thought it may be of interest to some of you to begin writing a monthly brief showing what I am looking at; areas and industries where I am finding what could be good value!
Read on for this month’s list