Mohnish Pabrai’s Q&A Session with Students at Indiana Univ. Kelley School of Business –April 1, 2021
Chai with Pabrai
00:00
The Art of Concentrated Investing
This chapter explores the philosophy of portfolio diversification, advocating for a concentrated investment approach focused on a limited number of well-understood stocks. The speaker discusses the inherent efficiencies of U.S. markets, challenges in identifying undervalued securities, and the complexities of short selling, ultimately promoting long-term investing strategies. Additionally, the chapter emphasizes the importance of thorough research and evaluating business models with strong compounding potential, using examples such as Costco to illustrate successful investment criteria.
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