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ET Now Interview with Guy Spier over Chai and Vada Pav

11/21/2018

8 Comments

 
I enjoyed being interviewed by ET Now at their office in Mumbai with Guy Spier. We discussed the recent decline in the Indian stock market and housing finance companies, and the problems associated with investing in levered financial institutions. We also discussed why it is important to concentrate on the value of the business and not its stock price. And we did this over some delicious Chai and Vada Pav!
 
Enjoy!
 
https://www.youtube.com/watch?time_continue=17&v=OTvzQR9KKT8
Picture
8 Comments
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11/22/2018 01:58:56 pm

Great talk. Classic Mohnish & Spier. Loved their attitude and a bit different mentality.

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11/29/2018 08:39:44 pm

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Why did you sell off Repco? What changed?

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    Mohnish Pabrai

    Mohnish Pabrai is the founder and Managing Partner of the
    Pabrai Investments Funds, the founder and CEO of
    Dhandho Funds, and the author of The Dhandho Investor and Mosaic. 

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