When Warren Buffett spoke at the 2004 Berkshire Hathaway Annual Meeting, he reinforced a simple yet powerful truth: the fundamentals of investing have not changed over time. “There’s nothing different, in my view, about analyzing securities now than there was 50 years ago,” Buffett stated. That statement, coming from one … Read More
Mohnish Pabrai: Which Sectors Investors Should Avoid
In this Q&A session at Boston College and Harvard Business School, Mohnish Pabrai discusses the importance of understanding one’s circle of competence when evaluating businesses. He advises focusing on industries and companies that align with personal knowledge and avoiding sectors like biotech, blockchain, or U.S. healthcare, which may involve complexities or … Read More