The recent Pabrai Wagons Fund Shareholder Call Replay offers a rare, unfiltered look into how Mohnish Pabrai actually builds portfolios, and nowhere is that clearer than in his discussion of cloned bets. Rather than framing cloning as a shortcut or derivative tactic, Pabrai positions it as a disciplined entry point … Read More
Mohnish Pabrai: The Holy Grail of Investing
Mohnish Pabrai’s investment philosophy, as presented in The Pabrai Wagons Fund Presentation, revolves around patience, concentration, and buying quality businesses at fair or discounted prices. “We believe exceptional investment performance is usually the product of only a few great investments held for a very long time.” This echoes his mentor … Read More