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TIP442: Investing in Stocks w/ Mohnish Pabrai
We Study Billionaires - The Investor’s Podcast Network
What's the Limit of a Portfolio?
In a lifetime, in a portfolio, you cannot expect to have more than one, two or 300 baggers. In the case of rasas, we were running about 600 million or so in capital, and all we could invest in the company was seven million. To me, what is very simple, and what is very important, is that we never touch reces unless there is something which is, you know, thers e integrity issue,. I just hope i'm smart enough to sit here 20 years and not touch that position. And i just want to cheer them on rom the side lines.
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