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Mohnish Pabrai’s Talk and Q&A session with students at the University of Texas on February 28, 2023

Chai with Pabrai

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Navigating Investment Philosophy and Market Mispricing

In this chapter, the speaker outlines their investment philosophy, focusing on key criteria for evaluating businesses and the impact of evolving market dynamics. They share personal experiences in value investing, including significant lessons learned from both successes and challenges. The discussion also highlights unique investment opportunities in the Turkish market, showcasing the potential benefits of identifying undervalued assets amidst broader economic uncertainty.

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