
Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016
Chai with Pabrai
00:00
Is This a Good Investment or a Bad Investment?
Sorrow had a phenomenal manager Bruce Smith just a kickass manager and he was just a master at extracting value from these refineries when the financial crisis took place if I had kept the sorrow from the bottom tick of a dollar thirty three it went up two hundred times till today okay so from the time I bought it went up about forty times I only captured a double the rest of the ride I completely missed because what this guy was able to do was he was able he was a master at buying these assets extracting more value getting more ghetto.
Transcript
Play full episode