Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Mohnish Pabrai's Wagons Fund eschews a heavily overvalued S&P 500 in favor of a concentrated, deep-value portfolio trading at a P/E of 9, with major plays in assets priced at a fraction of replacement cost or poised for major corporate spin-offs.
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Mohnish Pabrai's Wagons Fund eschews a heavily overvalued S&P 500 in favor of a concentrated, deep-value portfolio trading at a P/E of 9, with major plays in assets priced at a fraction of replacement cost or poised for major corporate spin-offs.
