Another great talk by Mohnish Pabrai – one of my favorite investors… This is a talk at Google (still waiting for $MSFT to bring Pabrai, Mauboussin, or one of my other fav investors to talk).
This is a good follow-up from the last talk I posted from Pabrai at Boston University.
I love the insights on excel and it’s lack of value in investing.
Another favorite insight is Monish’s expansion on his thoughts around optionality and how he views that in his investing.