Watch the Video – Mohnish PabraiBala Murali Krishna
Here are some of my takeaways from this wonderful talk given by superinvestor (value investor) Mohnish Pabrai last month (October 2016) to a classroom in China. Every minute of it is worth watching – it is both highly instructional as well as funny at times, and provides clues for why most active managers underperform/fail or burn out.
Pabrai Funds Springs Back After Horsehead
Five categories of businesses value investors should look for:
1. Tailwind + idiots can run it
2. Tailwind but need good management to . . .
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