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