Substack · The Owner's Memo · Tim Isgro
Mohnish Pabrai and Frontline, Part 3: A 55% Win That Should Have Been a Ten-Bagger
The Owner's Memo #21; Mohnish Pabrai found that Frontline, while the riskiest and most aggressive shipping company, was simply too cheap. But he didn’t make nearly as much as he should have.
Desde publicación +7,1 % α +5,9 p. p. vs S&P 500 · USD