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Is This Within My Circle Competents?
When do we know that we know enough to build a position in the first place? You really learn about he company after you own it. Thata, truly understand, ok, fhor different gaps yo have in your standing will become crystal clear at that point. That's the unfortunate part, some of these lessons can be very expensive. But yaen, like i said, i think that the kinds of factors that affect a business are so mirateis so broad, things can come from left field.
On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a personal letter from Warren Buffett, and much more.
IN THIS EPISODE, YOU'LL LEARN:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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