
Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022
Chai with Pabrai
How Many Stores Will Costco Have in China in 20 Years?
Marina Mendes: How do you navigate in this kind of like bearish scenario where we have like macroeconomics hitting, you know, the screen every single minute? What do you take on short term inflation, the interest rate increases,. You know, all these new numbers that we hear in the States daily basis? I think you have to overlay those numbers in the context of business you might own or want to own. So how does price of oil affect Costco? How does inflation affect Costco? And I think the answer really comes out.
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