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7min chapter
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Chai with Pabrai
Holding on to Compounders: Reasons and Risks
Exploring the reasons for not selling compounders with long runways, such as scarcity and difficulty in determining intrinsic value. Also discussing the importance of giving the benefit of the doubt to management and considering the risks of a great business going into decline.
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