Mohnish Pabrai’s Q&A Session with Students at Clemson University - Jan 27, 2021
Chai with Pabrai
00:00
Investing Beyond the Macro: A Focus on Fundamentals
This chapter explores market outlook and investment strategies, advocating for a focus on individual businesses above macroeconomic trends. It highlights a significant investment opportunity in Turkey's warehouse market and discusses the speculative nature of Bitcoin compared to traditional assets, emphasizing the importance of management performance and business fundamentals.
Transcript
Play full episode
