The Dhandho Investor By Mohnish Pabrai | Heads I Win (TIP517)
发布时间 2023-01-21 23:45:02 来源
摘要
Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as we’ve interviewed him for the podcast multiple times in the past. Since inception in 2000, Mohnish’s flagship fund has achieved a return of 781% to his investors net of fees versus 378% for the S&P 500.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:40 - The Dhandho Investor
03:26 - The Patels
08:40 - Mohnish’s Dhandho Experience
11:41 - The Dhandho Framework
12:39 - Investing in Distressed Businesses
18:05 - Stock Market Advantages
29:15 - Kelly Formula
29:57 - Ed Thorpe
32:39 - Margin of Safety
34:29 - Mohnish’s Criteria for Purchasing
38:37 - Mohnish’s Portfolio
50:33 - Outro
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📖 BOOK MENTIONED:
- The Dhandho Investor by Mohnish Pabrai: https://amzn.to/3IVcE0e
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WHO I AM:
I’m Clay Finck, host of the 🎙We Study Billionaires Podcast. I’m passionate about learning top 💰investing and business insights and sharing them with others.
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