Mohnish Pabrai’s Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020
Chai with Pabrai
00:00
Evolving Strategies in Value Investing
In this chapter, the speaker reflects on significant milestones in their investing career, particularly focusing on lessons learned from 1994 and 2020. They explore contrasting investment strategies of 'growing pies' versus 'discounted pies' and emphasize the importance of adapting to market conditions. Through examples of successful companies and personal anecdotes, the chapter highlights the value of diversification and innovative business models in achieving long-term investment success.
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