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Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.)

Chai with Pabrai

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Minimalist Investment Strategies

In this chapter, the speaker shares their minimalist investment approach, focusing on a select few undervalued stocks and the significance of relationship-building for sourcing ideas. They also contrast investment strategies in the U.S. and India, highlighting the need for diligent research in India’s market and the challenges posed by a shrinking number of public companies in the U.S.

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