Chai with Pabrai

Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022

Feb 14, 2023
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ANECDOTE

Rakesh Jindranwala's Long-Term Hold

  • Rakesh Jindranwala borrowed $25,000 to start investing, using his signature as collateral.
  • He held onto key stocks like Titan for decades, creating a multibillion-dollar fortune by doing nothing but holding.
INSIGHT

Hold Great Businesses Through Growth

  • Buffett and Munger focus on whether a business is getting better, not just valuation metrics.
  • It's often sensible not to sell a great business even when valuation seems high if its growth continues.
INSIGHT

Few Companies Drive Market Returns

  • A few top-performing companies drive most stock market returns over time.
  • Broad indexes succeed by holding great companies that grow, regardless of short-term price fluctuations.
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