As investors, we constantly grapple with the question of how much to allocate to each position in our portfolio. When students from Emory’s Goizueta Business School and the McCombs School of Business at UT Austin had the opportunity to visit Warren Buffett for a Q&A session, they gained valuable insights … Read More
Mohnish Pabrai: Let Your Portfolio Naturally Skew into Larger Positions
If you’re like me, one of the things I spend a lot of time thinking about is how many stocks to hold and how big my positions should be. That’s why I found this interview with Mohnish Pabrai on MOI Global particularly interesting. Instead of diversifying widely across companies, Pabrai … Read More
Joel Greenblatt: How Warren Buffett Simplifies Smart Investing
In this interview with Barry Ritholz: Joel Greenblatt highlights Warren Buffett’s analogy comparing investing in stocks to owning businesses. He explains that if someone sold a business, analyzed local businesses, and prudently invested in eight well-researched companies, it would be seen as sensible. However, when the same logic is applied … Read More
Stanley Druckenmiller: Great Investors Win with Concentrated Bets
In this speech to the Lost Tree Club, Stanley Druckenmiller discusses the value of making concentrated investments, following the approach of great investors like Warren Buffett and Carl Icahn. He explains that successful investors identify rare, highly exciting opportunities—perhaps only one or two per year—and focus heavily on them. By … Read More
Mohnish Pabrai: Even in Frothy Markets, There Are Always Opportunities
In this interview with GreenHaven Road Partners Fund, Mohnish Pabrai discusses investment strategies amid market uncertainties, emphasizing Berkshire Hathaway’s approach of building cash reserves to capitalize on potential market dislocations. He highlights the value of stock picking over broad market indices like the S&P 500, noting that exceptional opportunities exist even … Read More