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TIP550: Masterclass w/ Mohnish Pabrai
We Study Billionaires - The Investor’s Podcast Network
How to Bridge Investing Mistakes With Wonderful Companies
Marissa, I wanted to talk to you a bit about investing mistakes and sort of how to bridge that with wonderful companies such as Constellation Software. And show me an investor who tells you that he hasn't made an investing mistake and I'll show you a liar or at least someone who hasn't started investing. So it's not so much that, but I made an investment in Alibaba with a lot of investors in our circles, debt together with Charlie and Kai and you and so many others. But I think that I made a mistake in my assessment of the intrinsic value and I also that the company wasn't the, was perhaps still a compound, but not the type of compound I thought
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