Dhandho Holdings
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position
long
Matthew Peterson, Peterson Capital Management
Thesis
Peterson Capital Management has acquired about 3% of Mohnish Pabrai’s Dhandho Holdings through private transactions, viewing it as a way to gain indirect exposure to the Indian stock market.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The acquisition of shares indicates a positive sentiment towards Dhandho Holdings, but without further information on market performance or developments, the outcome remains uncertain.
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