Mohnish Pabrai gave a presentation at the Indian School of Business Hyderabad earlier in July. The lengthy presentation (about 100 minutes long) is now all on video so make sure to check it out, also read Mohnish’s book, The Dhandho Investor: The Low – Risk Value Method to High Returns
The fund manager he talks to periodically (based on Charlie Munger’s advice) is Guy Spier.
Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More
Full Mohnish Pabrai video below