
057: Mohnish Pabrai Sells Alibaba + 13F Updates
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Seth Clarman's High Conviction
i was going to wait until the 13 f came out for the third quarter to see if seth clarman had continued to sell, or if he had bought more. He sold at a price that was basically near ere a he bought it, or a little under. And so and he sold nine % of his share. That's a sign that he's high conviction. If a, if monish bets t makes a ten % bet, that's high conviction too.
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