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2min chapter
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
The Art of Value
How to Invest in AI
He says that if he held Microsoft stock today, he wouldn't sell it. But he wouldn't necessarily be buying it either. He mentioned great companies at rich valuations. That's not what he's in do. And I know for a fact that he's looking at small caps anyway. Here's an idea of what he might invest in in the AI space but he puts it in the two hard baskets too early to know.
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