Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022
Chai with Pabrai
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Is There a Specific Strategy to Find Hidden Gems in Emerging Markets?
Jared O'Nish: Is there a specific strategy that maybe you use personally to try to uncover some of these companies that are good to invest in the long term? What I did in Turkey was that I have a good friend who's a investment manager in Turkey, and he's overdosed on Graham. And I'm trying to get him to overdose more on Munger. He comes to Omaha and he's from the outside of the tent, if you will. We don't need to protect so much against fraud. It's happened in the past, but it's never happened to me. The odds I would lose money in the US because I'm stupid is very high.
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