Mohnish Pabrai Lecture at Boston College
Chai with Pabrai
The Amazon Volition Becomes Quite Large
i'm just reading between the lines from his letters, that he was facing regulatory pressure for the younow, non diversified, ind large takes. He hung up his boots otime back, and they've all performed. Everyone since then, because they just kept those stakes in those businesses. And if you just kept amazon at one third of your portfolio and 20 13 or something, and you didn't touch it, you pretty much out performed everybody without doing much real work to them. So i found that in the case of coosbecker, he didn't like do a victory lap when ten cent wer the ten billion dollar position,. It's now worth 98 % of our
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