Spawning Success: Innovation and Expansion in Business

This chapter explores the concept of 'spawning' in business, showcasing how companies like Amazon and Alibaba leverage profits for innovative expansion. It also discusses the importance of capital allocation in achieving high returns and reflects on market transformations influenced by technology and the pandemic.

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On today’s show, Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai's new investment framework and how retail investors can clone it.

IN THIS EPISODE, YOU'LL LEARN:

Why 2020 has been the year where Mohnish Pabrai learned the most since he found Warren Buffett in 1994
Why the Spawning framework is, and why it’s better than buying back shares
Where Mohnish would like to add to his circle of competence with no time cost
Why watching paint dry is the core of being a great investor

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Learn more about Mohnish Pabrai’s Dakshana Foundation
Mohnish Pabrai’s website
Peter Kaufman’s book, Poor Charlie’s Almanack
Our interviews with Mohnish Pabrai about value investing and philanthropy
Our interviews with Mohnish Pabrai about value investing
Guy Spier’s thoughts on Seritage Growth Properties
Our interview with William Green about Mohnish Pabrai and much more.
Buy William Green´s book, Richer, Wiser, Happier

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