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Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023

Chai with Pabrai

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Understanding Portfolio Management and Concentrated Holdings

Exploring the benefits of having a small number of well-understood businesses in a portfolio, the hosts discuss their strategy of concentrated holdings and setting an upper limit of 10% in a single position. They highlight the success of their investments in a Turkish REIT and the dominant coke bottler.

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