Strategies & Market Trends : Value Investing

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From: Paul Senior12/31/2017 8:39:46 PM
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For some possible stock ideas going into 2018, here's the "Free Lunch" portfolio of Monish Pabrai. An interesting way of selecting 15 stocks in three category types.

I see that I am still acquiring a couple of the stocks he's mentioned, and I hold small amounts in several of the others.

LM. I looked at it at lower prices but wrongly didn't buy. They're a big seller of frozen French fries to food joints, etc. How could LM not be successful? How could you lose as a stockholder owner? French fries everywhere always. LM just has to keep delivering the spuds. P/e though was just too high for me (and now is even higher).

BTI seems expensive to me. SNBR too. HCKT is a maybe; I guess I'll pass though. I don't understand some of the others - CRSA, GCP - so I'll pass for now.
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