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2min chapter
Mohnish Pabrai Lecture at Boston College
Chai with Pabrai
Cloning and Incloners
i think loning is sa very powerful mental moral to understand. i've been a student cloning now for, i would say, more than 33, 34 years, 35 years,. And i still don't fully understand, to humans, the majority of humans, overwhelming majority of companies, look down on clone. They think it's beneath them. But you could actually have three different rs in the coffee space, and all three could do well. I meanit it isn't just mac donald's. Borkin can do well as well. You really have to find some edge where you have an understanding of a business that can give you a valuation difference. Then yoma, play there
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