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Greg Speicher
Greg Speicher
Articles (62) 

Mohnish Pabrai at Google

August 19, 2014 | About:

A few takeaways:

  1. There is a big difference between risk and uncertainty.
  2. When you own a stock you own part of business. Learn to think like an owner.
  3. Compounding is a powerful force.
  4. Don’t seek false precision.
  5. Try to isolate the handful of key variables that drive the business.
  6. You should be able to state your investment thesis in a few sentences.
  7. Patience is essential.
  8. Stay within your circle of competence.

About the author:

Greg Speicher
http://gregspeicher.com/

Rating: 5.0/5 (5 votes)

Voters:

Comments

asawhneyy
Asawhneyy - 1 year ago Report SPAM

What the hell is distlling--indian continent still dstilled in thier ankels.

He is no Buffet,but a copy cat guy

COME UP WITH SOME NEW CONCEPTS

augustabound
Augustabound - 1 year ago Report SPAM

He is no Buffet,but a copy cat guy

COME UP WITH SOME NEW CONCEPTS

His results are phenominal. Even being down 60% in '08 and '09, his CAGR since he started is nearly 18%.

Cloning works for him and his partners, why change?

asawhneyy
Asawhneyy - 1 year ago Report SPAM
smart guy with new ideas is Prem Watsa (Trades, Portfolio)

Steel Partners

you don't have to follow him -buy BRK-A or BRK-B, follow Picaso

But I have no objection people want to follow- selling Dhandoo- forget Gujrati Indian people call Dhanda, regionalism still with us in north America

let us be Indian American first

asawhneyy
Asawhneyy - 1 year ago Report SPAM
smart guy with new ideas is Prem Watsa (Trades, Portfolio)

Steel Partners

you don't have to follow him -buy BRK-A or BRK-B, follow Picaso

But I have no objection people want to follow- selling Dhandoo- forget Gujrati Indian people call Dhanda, regionalism still with us in north America

let us be Indian American first not forget Uganda

vgm
Vgm - 1 year ago Report SPAM

Excellent. Enjoyed it. A recap on some fundamental and fundamentally important concepts. Inspirational. Thanks.

kartikey1
Kartikey1 - 1 year ago Report SPAM

Mohnish, Thanks once again! Always exciting to hear from you, read from you.

After recent purchase of Stonetrust, can't wait for DalalStreet/Dhandho to go public. Finally I will be able to buy a piece of Pabrai!!

kartikey1
Kartikey1 - 1 year ago Report SPAM

Asawhneyy - If you like being American, why normalize further to an Indian American? And if you do normalize you as Indian American, whats wrong in normalizing further to Gujarati Indian American?

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