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35min chapter
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Chai with Pabrai
Starting an Investment Fund and Portfolio Rebalancing
This chapter explores the speaker's decision to start their own investment fund after being rejected by Warren Buffet. They discuss the concept of cigar butt investing and portfolio rebalancing. The importance of flexibility in investment strategies and Warren Buffet's recent investments in Japanese trading companies are also analyzed.
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