Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Chai with Pabrai
00:00
Investing in Turkish Businesses and Long-Term Wealth Creation
The chapter explores the concept of investing in Turkish businesses like a Coca-Cola bottler in Turkey, emphasizing the importance of understanding individual companies beyond macro issues of the country. It delves into the speaker's investment strategy of holding onto positions without imposing strict position size limits, focusing on companies with strong reinvestment strategies and long-term potential. The narrative also touches on missed opportunities like Ferrari stock and the significance of owning exceptional businesses for generating long-term wealth.
Transcript
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