Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
Chai with Pabrai
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Buffett's Letter to the Dondo Investor
Daiko: Maybe if you could just highlight to the students a very simple breakdown of that investment thesis or philosophy and how you think about it. Daiko: Buffett's letter of its letter came out recently last weekend, which is one of his better red letters. He says that over the years, I have made many mistakes. Consequently, our extensive election of businesses consists of a few enterprises that have truly extraordinary economics. And he also points out that they own a very large group of marginal businesses.
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