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4min chapter
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
Chai with Pabrai
The Future of Netflix
In 2000, the number of companies trading at any given time in the US with the EU run was about 100. Now it's closer to 80 and we're seeing this polarization in the market just like you saw on the 50-50 during the dot-com era. You have something like 30% of value, or 20, 200 companies, and the top 10 names are like 70 plus percent value. And so, if you look at the US now that, you know, it's going to understand, combined over value of 7 trillion, we still have value of 2 trillion in the, in 2002 and 2009,. And then the top ten names are 2 trillion.
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