Chai with Pabrai cover image

Mohnish Pabrai’s Talk and Q&A session with students at the University of Texas on February 28, 2023

Chai with Pabrai

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Analyzing Track Records Over Projections

This chapter emphasizes the significance of analyzing a company's historical performance over optimistic projections from CEOs. By examining a specific example from Turkey, the speakers illustrate how understanding past decisions can reveal the true alignment of management with investor interests.

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