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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February 23, Strayer Education: All investments involve risk including the dhqndho of principal. Keep compounding your investment wisdom: Few places on earth offer a return on investment the way Puerto Rico does. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.

Dhandho Funds – Team

More posts by Matthew Peterson. Everything else is included for free. However, intrinsic value of Dhandho has increased as several outstanding businesses have commenced. Log in Remember me. How did you hear about MOI Global? Matthew worked as a member of both the U. Share on Facebook Share on Twitter. 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.

Which of the following applies most closely dhancho you? Initially, operating expenditures of this nature reduces book value. Marking Dhandho to its book value is a method that pleases our auditors and I find it reasonable to report conservative figures.

Before making an investment decision with respect to the fund, we advise potential holdihgs to carefully read the offering memorandum, the operating agreement, the related subscription documents, and to consult with their tax, legal and financial advisors. This document does not constitute an offer to sell, or a solicitation of an offer to buy membership interests in Peterson Holdkngs Fund I, LP.


If referral, please provide member’s name: Share on Facebook Share on Twitter. Members of MOI Global enjoy complimentary access to holdigns growing array of resources and content related to the art of intelligent investing. Leave a Reply Cancel You must be logged in to post a comment. Today, there is zero book value attributed to these businesses, and that will certainly change.

Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek. Past performance is not necessarily indicative of future results.

Matthew Peterson on Mohnish Pabrai’s Dhandho Holdings

However, the impressive corresponding operational advantages are increasing intrinsic value despite not being reflected by GAAP accounting on the balance sheet. Please note that MOI Global is closed to new members dhandjo this time.

A reduced tax rate offers enormous advantages over the next 19 years because Dhandho will keep significantly more of holdinhs future earned income. Any such offer or solicitation may only be made by means of delivery of an approved confidential offering memorandum. Over the last two years, CEO Mohnish Pabrai and his expanding team have focused on increasing per share intrinsic value. How do you hope to add value to the community? If you continue to use this site we will assume that you are happy with it.

Who is MOI Global? As long-term investors, growth in the intrinsic value is our key performance indicator. This move has greatly enhanced the intrinsic value of the business without providing a tangible adjustment to the book value calculation we use for your statements. Thank you for your interest.

Connect with Matthew Peterson on LinkedIn. It contributes to the intrinsic value of the business yet, is not included in our book value calculation.


Thought-provoking events for intelligent investors. We have compiled all information herein from sources we believe to be reliable but cannot guarantee its accuracy.

We use cookies to ensure that we give you the best experience on our website. First, previous letters have shared that headquarters have been moved to Puerto Rico, enabling them to take part in Act 20 and Act Set up a navigation dhahdho now. Dhancho information provided herein is for informational purposes only and should not be deemed as a recommendation to buy or sell securities. Dhandho Holdings is marked on our books to its quarterly book value.

Much of this value initially fails to appear on the balance sheet. Book value is a reasonable, yet conservative proxy for intrinsic value. Establishing headquarters in Puerto Rico was achieved in a cost effective manner, but nonetheless was a capital expenditure that decreased book value. 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.

Matthew worked as a member of both the U. Second, holdimgs Dhandho team has grown extensively and now includes 26 members with offices in California, India, and Puerto Rico.

Memberslog holdihgs below to access the restricted content. Please contact us if you would like any materials such as our investment presentations, legal documents, or web access. The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates.