Monthly Archives: November 2015

Pabrai Makes A Killing in FCAU

I┬árecently wrote a post about how I believed Mohnish Pabrai to be back. In it, I posited that his resurgence with only 6 major stock positions indicated a newfound confidence in his work, and improved relations with his investors. As … Continue reading

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SolarCity Part II: The Business Model

I have been writing an investment thesis on American Express, so forgive the gap since my last post. I don’t mean for a series of articles on a company to stretch on for weeks. My apologies. SolarCity is a very … Continue reading

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