MOHNISH PABRAI & PREM WATSA PORTFOLIO: DEEP VALUE BIG BUY?

[@unrivaled]

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[@petertratz8016]

🎉 great Video.

[@unrivaled]

Thank you! 😃

[@robsinghuk]

Great work Daniel

[@mark5658]

It is obvious Mr. Prabai made the big investment in Consol BEFORE the (Arch/CEIX) merger was announced. There is very little mispricing between the two names in case this merger goes through. So if he had information about this merger taking place, it would not make any sense to sell Arch and then buy Consol.

[@mark5658]

@unrivaled Now Prabai sold over half of his coal positions in his wagons fund.. The guy is a trader

[@sourenasahraian2055]

Tump’s policies are likely to lead to a highly inflationary environment. His strong stance on tariffs will increase production costs for companies, which will inevitably be passed on to consumers. Additionally, mass deportations of millions of undocumented immigrants, at a time when the country already faces a labor shortage with 4% unemployment, will significantly impact inflation, especially in sectors like agriculture and construction

[@ryanromero4095]

You mean illegal immigrants?

[@johnmcquaid7524]

FFH is about 10% of my investments. Very unique annual reports & corporate culture. 🇨🇦

[@unrivaled]

100%

[@damarissanders4433]

The companies Merged CEIX and ARCH. They are now CNR.

[@foxbat888]

He's buying coal like it's going out of fashion, oh, that's right it is but not in developing countries

[@unrivaled]

LOL 😂

[@VTh-f5x]

He used to own a good chunk in Coal India limited as well. In 2021 it was yielding around 15% dividend.

[@MrAnarchocapitalist]

Coal for energy is not the low cost option, anymore. Still necessary for steel, but not for energy for many places.

[@4P3APE]

SSAB has developed the HYBRIT technology (Hydrogen Breakthrough Ironmaking Technology), which replaces the traditional blast furnace method with a direct reduction process using hydrogen gas as the reducing agent. This allows the reduction of iron ore (iron oxide) to iron without fossil-based emissions, as the byproduct is water instead of carbon dioxide. Traditional method: In the blast furnace process, coal (processed into coke) is used both as a raw material and an energy source. Coal reduces the oxygen in iron ore to produce iron, but this generates significant carbon dioxide emissions. HYBRIT method: Iron ore is processed into pellets, which are then reduced using hydrogen in a direct reduction process. The hydrogen is produced via electrolysis powered by renewable energy, splitting water into hydrogen and oxygen.

[@MrAnarchocapitalist]

@@4P3APE Interesting. Is it cost competitive?

[@druvaciam5407]

I like $AMR. Actually all commodities are very cheap now, my favorite ones $CNQ, $NTR, $MOS, $AMR, $FNV

[@2000mrman]

Make a video on IHS TOWERS

[@2000mrman]

It is a cell tower company operating in emerging markets, where wireless penetration is starting to pick up

[@Adam-uz3hj]

Too much debt

[@magalengo]

I would rather stick with Google and Mastercard, same as I have been doing for over a decade. Continued buying and selling of low quality companies and then paying taxes, and then looking for more low quality companies, seems far too difficult.

[@musicloveranthony]

Fully agreed

[@trainingwood]

You are a genius for keeping that simple, amazing.

[@philjans1]

🤔… before I invest in coal: I’d rather invest in a shoes company that have 7 years old kids making them… Lot better companies out there who’s aim isn’t to destroy my kids future

[@sercan272727]

Why this man has 50% of his portfolio on coal? This sounds fundamentally wrong

[@kevenkoshie540]

😂, there is a lot of value in ceix

[@shakeelabdal-karim6488]

Metallurgical coal is needed for the coking process to produce new steel. Steel is needed for modern civilization. These mines will still be pumping 20,30, maybe 40 years from now.

[@yohjijames1413]

He sees them trading at 5-10 times earnings and knows they have 20+ years ahead

[@brisingr318]

He had a lot of foreign companies. They are not reported

[@Adam-uz3hj]

Value investors invest on things heavily when they are below intrinsic value, regardless of if it sounds wrong

[@cupotkaable]

Show me 1 coomodity 10 bagger in last decade

[@Delphi1-v1n]

Mohnish has had some pretty poor track record in the past with BABA and SRG, so I would proceed with extreme caution

[@stay-rational]

That's true but the circumstances are very different. BABA was the result of a media storm that had the West scared of China's growth and results of it. Then, when rumors of a US delisting was publicized, BABA's stock took a major hit. The company, however is still rolling along and on paper, it's value is very high. SRG was a result of extremely poor management during and after a macro-rollercoaster caused by COVID. In this case, CONSOL/Core just need to continue operations and decide what to do with the FCF.

[@Delphi1-v1n]

​@@stay-rational BABA has been trading at 80-100 for the past 3 years and is trading lower than its IPO price in 2014 . The only silver lining about BABA is that it prevented retail from committing the same mistake by investing in Meli. SRG is facing a shareholder lawsuit and is down 90 percent in the past 5 years. The bulls may claim these are both great "value" plays, but if you just invested your money in any Mag 7 stock in the past 5 years, you'd have doubled or tripled and in some cases quadrupled your money.

[@Adam-uz3hj]

Pabrai investment funds has been going sine 1999, long before you begun investing. People should take caution because of two random investments in that timeframe? Lol.

[@Delphi1-v1n]

@@Adam-uz3hj How do you know my age?