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TIP517: Mohnish Pabrai's Dhandho Investment Framework
We Study Billionaires - The Investor’s Podcast Network
How to Identify a Quality Moat
Monetius Holdings has two companies that are in the US and the remainder of his portfolio is international. Monish prefers to have a highly concentrated portfolio with a handful of bets. He also recommends checking out what other super investors are purchasing which is what you can find on data-rama, online where it shows the recent buys and sells made by top investors. These investors won't necessarily be focused on the most distressed businesses but will be looking for good value investments.
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