2min chapter

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Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla

The Art of Value

CHAPTER

Delaying EV Transition and Not Competing with Elon Musk

The speaker discusses the strategy of delaying the transition to EVs and avoiding competition with Elon Musk, stating that it is not beneficial for companies like Ford, Stellantis, and GM. They emphasize the importance of focusing on running their own businesses rather than trying to compete against Musk, and also touch on anomaly-based investing.

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