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16min chapter
Presentation and Q&A at FLAME University on December 25, 2023
Chai with Pabrai
Analyzing Investment Opportunities and Building a Concentrated Portfolio
The speakers discuss their approach to analyzing investment opportunities and the importance of trimming down the data set. They share insights on selecting companies to invest in and the role of their team in the decision-making process. Additionally, they touch on their sizing strategy for positions and their preference for a concentrated portfolio.
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