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Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
Chai with Pabrai
The Dark in Amazon
Kumar: It took me a long time to get around to understand why two value investors that only shows I know who are very perfect luck in their investment approach. He says Amazon on Netflix or any of these companies are companies that can change behavior and change behavior across the years of years. So what Flipkart is going through today here is they are trying to change past behavior of a billion people without cost? Probably you can't but with cost you can change it probably faster, he adds.
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