
Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016
Chai with Pabrai
00:00
Are You a Better Investor Because You Understand the Movie Business in China?
There is clearly an interplay and advantage on those one of the things that happens in with entrepreneurs or CEOs who are running specific businesses. If they understand the movie business in china they probably have a better shot at understanding the film business in the u.s then a person who's not in the business at all. The domain knowledge is a huge advantage but strategic investors may not understand it as well so if you can figure out whether or not they're value guys you will be able to make more money from them.
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