Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
Chai with Pabrai
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Nick and Zack's Investments Worked Out Well
In 2004, Nick and Zack put 20% of their portfolio into Amazon when they were running the fund. They sold half to buy a digital retailer; ASOS has not done well. But if everything else in his portfolio had gone to zero in 2004, they would have still beaten the S&P by 6 percentage points with just the 20% in Amazon alone.
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