Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022
Chai with Pabrai
How to Evaluate the Durability of a Mode
The capitalism is creative destruction and all businesses are under assault. The ability of a business to withstand those constant attacks for a long period of time is more the exception than the rule. If we look at a business like Apple, for example, it looks bulletproof, right? It's such a strong franchise and such a strong following. They could raise prices significantly and people aren't going to switch to Android or anything. When I look into the future, I don't see anything affecting their competitive advantage for 10 years.
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