
144- Phil's Favorite Gurus: Mohnish Pabrai
InvestED: The Rule #1 Investing Podcast
00:00
Monash's Exit CeraTage
We have a special bonus podcast and special announcement tomorrow, Wednesday, January 10th. Monash has four total stocks but actually hasn't bought anything or done any activity I should say since the first quarter of 2017. He eliminated CeraTage completely. So that was one of his positions. Now this one just full disclosure I own this stock. Warren Buffett owns about 10% of this company. Eddie Lampard is another ruler. Bruce Berkowitz. There's a lot of people in CERATage and Monash was in it. And then he noticed that Sears was starting to have problems with some of its stores as Amazon started taking over more and more of the market of retail.
Transcript
Play full episode