Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020
Chai with Pabrai
00:00
How to Document Your Investing Process
I think that yes, you can invest in the innovators. But I think that's much harder to get if some business is like consistent cloners and they're good at it. And I don't think markets recognize the power of great cloning. For most of my career, I functioned alone. And now because I had another entity and I've got the cost power. So, I've got two guys who helped me and work with me. Do you write things down? Do you do excel models or what gets put to paper along the way from idea to purchase? You know, I'm gonna really appreciate it.
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