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TIP517: Mohnish Pabrai's Dhandho Investment Framework
We Study Billionaires - The Investor’s Podcast Network
Investing in a Quality Business
In reading through Moniche's work and learning more about his approach in general, it's pretty clear that this guy takes more of the buy something cheap rather than buy something quality approach. In order to find the types of picks that Moniche is finding, you need to be able to sift through a lot of different companies. If a company has a PE of 50, then that is probably a really good sign it's not even worth looking at for Moniche.
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