AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017
Chai with Pabrai
Is There a Deal Breaker in Your Book?
If you've got a just low cost a reserves and low cost operations bring you th loson of the cost gor, no leverage, and a purchase price which is very low, because the world's not interested. And so you're better off staying away from the high cost producers, even when they're cheap. So for example, this company in india, which has given us an inx so far, is a that there is a mote its fer difficult to understand the mote in that business easily, but that they're the lowest cost producers in the market they serve. That gives them a huge tail wind. Te, i will finly, simple businesses with durable mots
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode