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Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022
Chai with Pabrai
How Do You Look at Your P&L?
How often do you look at your P and L? I don't fixate on stock prices. Most of our funds have only eight or nine stocks. So it's pretty easy to tell what's going on. Even when we looked at this business in Turkey, it raised us at 20 million. And so we're not going to use the stock price to instruct us. We're going to use fundamental stress structures.
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