pabrai

The success to Tencent according Mohnish Pabrai was that they had ROI on their developers over 10 years.

Also, keeping a calm mindset is a common topic under value investors such as Monish Pabrai and Guy Spier.

For example, did Mohnish Pabrai and Guy Spier make a mistake with Horsehead Holdings?

The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai The author is an investment manager with a focused value strategy.

See also Mohnish Pabrai and his book 'The Dhandho Investor'.

I read an interview with Mohnish Pabrai recently, and he said something very smart.

The value investor Mohnish Pabrai once talked about his observation that most companies with a moat pretend they don’t have one and companies without pretend they do.

Another option is the one Manish Pabrai took: do just enough work to not get fired, and spend the excess time and energy building your own business.

Mohnish Pabrai is another good candidate.

I like Pabrai too, but I'm so in awe of Buffett, and I can't get over that he turned Pabrai and Spier down for employment then turned around and hired Ted and Todd on the spot at their respective luncheons.

I don't think Spier and Pabrai were trying to get jobs with him, although it could be they pretend now like they weren't, but they both were running their respective funds at the time.

Off the top of my head: Baupost Group (Seth Klarman), Greenlight (David Einhorn), Gotham (Howard Marks), Renaissance (Jim Simons), Oaktree (Joel Greenblatt), Graham & Newman (Benjamin Graham), Magellan (Peter Lynch), Pabrai (Mohnish Pabrai),...

He won the charity auction to have lunch with Buffett and wrote "Education of a Value Investor." You don't hear as much of him or Mohnish Pabrai after the Horsehead Holdings bankruptcy.

Mohnish Pabrai said in an interview: “What we are taught is that if you want to start a business, you need to come up with something new, something that hasn't been done before.

Lynch, Buffet, Pabrai, the Gardener brothers and many other value investors have far surpassed 9% and done so for decades.

Are you familiar with Nassim Taleb or Mohnish Pabrai?

If you are, this is one of those low downside, high upside potential (Taleb) or Heads I win, Tails I don't lose much (Pabrai) situations.