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TIP517: Mohnish Pabrai's Dhandho Investment Framework
We Study Billionaires - The Investor’s Podcast Network
Moniche's Dondo Framework
Dondo investors intrinsically understand that the very best time to buy a business is when its near-term future prospects are murky. In such circumstances, an investor can pick up cheap assets at steep discounts to their underlying value. Moniche: We don't like to lose money and capitalism is pretty brutal so we look for mundane products everyone needs.
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