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Mohnish Pabrai’s Q&A with members of The Babson College Fund (Babson College Students)– Feb 9, 2021
Chai with Pabrai
How to Get More Eggs Out of Your Netflix
I think Netflix is like an IV drip. We all need it. And I don't think that disconnect rates are going to be anything near the percentage increase that they're so if they bump up prices by 15%, for example, which I think approximately what they were doing on that last go around, I don’t think the disconnects will be 15%. So yeah, so I think both approaches are valid. What is your best pick right now? What is your 100% or 95% conviction pick? We haven't heard that one yet. Oh, come on. This is a stock pick. Right?"
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