
Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016
Chai with Pabrai
00:00
How to Play the Bubble
The first company in my portfolio that went up hundred x was a company called cmgi and they were an incubator of internet businesses i bought them just slightly above book value. silicon valley bank if those warrants turn out to be useless or worthless we don't lose any money We still have the bank and they turn into something then we have a huge run. The most mega bubble i had in 22 years was in the late 90s with the dot coms when most of you were still not even in kindergarten but maybe just in kindergarten with that i think we can talk about what you want to talk about thank you very much for your insightful speech.
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