Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017
Chai with Pabrai
Capital Atation Strategy
In his book, analis hapitileem makes trade offs between making kelley formula bets and having higher exposure to volatility. "What does it matter if next quarter is down 20 %? You know, we're not concerned with the volatility," he says. 'I think if i were to sell and buy anything else, it would probably be inferior'
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