Mohnish Pabrai Lecture at Boston College
Chai with Pabrai
What Do You Think About Ali Baba?
i think the moral should be that all of you in this class, you all have horse power, very significant horse power. And if you can direct their horse power towards finding these enduring comperative advantage monopolies, which most of the rest of the world has not yet figured out, or doesn't fully understand,. that gives you an advantage. I mean, even if you found one of those in a year, that's plenty. If you got a hundred bagger out of one of your portfolio investments, it pretty much doesn't my matter what happened to the other nine and so on. The willingness to dive deep, to figure out the jigsos when the companies are not helping
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