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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 
3 Comments
11/22/2018 01:58:56 pm
Great talk. Classic Mohnish & Spier. Loved their attitude and a bit different mentality.
Siva
11/29/2018 08:39:44 pm
Why did you sell off Repco? What changed?
Siva
11/29/2018 08:40:29 pm
Why did you sell off Repco? What changed? Leave a Reply. |
Mohnish PabraiMohnish Pabrai is the founder and Managing Partner of the Archives
November 2018
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