Mohnish Pabrai's Presentation and Q&A at the Boston College on October 27, 2022
Chai with Pabrai
Are You an Investor?
I actually don't even know how people can be investors without ever having run a business. We're looking at things through spreadsheets and things, so let's continue with Amazon. They had three or four variables in their head that drove 80% of the outcome. So I think as an investor, you would need to have the same variable you're all looking at that Bezos and his successor are looking at. And if you can get to the same variables that the CEO and his team are looking at when they're running the business, then you've nailed it.
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