Great video with Mohnish Pabrai speaking with the folks at Google. This whole presentation can be summed up at 27:05 when Pabrai says, “Spending time on [researching] companies is likely to make me bias”.
Tesla Is “Blowing Billions” On “Dumb” Ideas: Pabrai
In other words when you’re looking for investment opportunities they should hit you over the head immediately. If they do not don’t spend enormous amounts of unnecessary time researching them. This will lead you to become bias towards the investment. Instead, move on and find another opportunity that does hit you over the head immediately.
International Value with Distillate Capital’s Thomas Cole
ValueWalk's Raul Panganiban interviews Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. In today’s episode we discuss value investing in the current environment and why you should look internationally. Q3 2020 hedge fund letters, conferences and more International Value with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital
He also provides some useful hacks that will help overcome some of our inherent biases.
Article by Johnny Hopkins, The Acquirer's Multiple