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Mohnish Pabrai's Presentation and Q&A at the Boston College on October 27, 2022
Chai with Pabrai
Is Your Investment Strategy Going to Change With Higher Interest Rates?
Dr. Shana: "I think the investment case for me doesn't rest on whether the industry is 4% or 7%. I think that type of a delta should have no impact" He also owns an airport operator based in Turkey, but they operate 15 airports in eight different countries. And so again, if I'm correct about their trajectory of earnings, the interest rates really become irrelevant. 'We are trying to minimize the downside while retaining substantial upside'
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