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Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

Chai with Pabrai

00:00

How to Find Low Risk, High Uncertainty Businesses

In Dondo Investor, you advise the reader to look for low risk, high uncertainty businesses. But also last year in this class, watch the recording and you mentioned that you hate retail. I'd be curious if you could go a little bit more into that analysis and how you see the retail landscape over the next decade or two. And then maybe if you could tie that in with your observation about this period that you see going until perhaps the late 2020s, early 2030s.

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