This is a private website. We require that you login to view any and all portions of this website. Dhandho Holdings. Roosevelt, Suite Irvine, CA All Holdings. Name. % Wt. $ Price. % G/L. Day high/low. Volume. Wk high/low. Markel Corp. / 49, /. Dhandho Holdings is marked on our books to its quarterly book value. Book value is a reasonable, yet conservative proxy for intrinsic value.
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If you would like to join the waiting list, complete the following form: A reduced tax rate offers enormous advantages over the next 19 years because Dhandho will keep significantly more of its future earned income.
Set up a navigation menu yoldings. Establishing offices and attracting top talent requires expenditures that reduce book value. This document does not constitute an offer to sell, or a solicitation of an offer to buy membership interests in Peterson Investment Fund I, LP.
Matthew worked as a member of both the U. Everything else is included for free. We will not make such offer or solicitation prior to the delivery of a definitive offering memorandum and other materials relating to the matters herein. Please contact us if you would like any materials such as our investment presentations, legal documents, or web access. Second, the Dhandho team has grown extensively and now includes 26 members with offices in California, India, and Puerto Rico.
Our Stake in Dhandho Holdings – Latticework
Marking Dhandho to its book value is a method that pleases our auditors and I find it reasonable to report conservative figures. Establishing headquarters in Puerto Rico was achieved in a cost effective manner, but nonetheless was a capital expenditure that decreased book value.
This move has greatly enhanced the intrinsic value of the business without providing a tangible adjustment to the book holdongs calculation we use for your statements. Matthew worked as a member of both the Rhandho. We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Our Stake in Dhandho Holdings
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All information provided herein is for informational purposes only and should not be deemed as a recommendation to buy or sell securities. Keep compounding your investment wisdom: This transmission is confidential and may not be redistributed without the written consent of Peterson Capital Management, LLC and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product. Few places on earth offer a return on investment the way Puerto Rico does.
Matthew Peterson on Mohnish Pabrai’s Dhandho Holdings | MOI Global
However, the impressive corresponding operational advantages are increasing intrinsic value despite not being reflected by GAAP accounting on the balance sheet. Past performance is not necessarily indicative of future results. Holdingd now includes two actively managed hedge funds and a low-cost exchange traded fund JUNE.
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Over the last two years, CEO Mohnish Pabrai and his expanding team have focused on increasing per share intrinsic value. February 23, Strayer Education: We have compiled all information herein from sources we believe to be reliable but cannot guarantee its accuracy. If referral, please provide member’s name: All investments involve risk including the holvings of principal. How did you hear about MOI Global? More posts by Matthew Peterson. Any such offer or solicitation may only be made by means of delivery of an approved confidential offering memorandum.
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Below are three examples of declining book value paired with increasing intrinsic value of the business. Initially, operating expenditures of this nature reduces book value. I am pleased that limited partners of PIFI now own a meaningful percentage of these financial products.