By
Borsgade
In this interview, Mohnish Pabrai outlines his full investment strategy, emphasizing the importance of staying within his “circle of competence” and drawing lessons from seasoned investors.
He begins by reviewing shareholder holdings to identify credible investors supporting a company and often looks for summaries on Value Investors Club for a concise analysis. Mohnish then studies shareholder letters to gain insight into the company’s history and its ability to navigate economic challenges. He also examines Q&A transcripts for candid information about management’s integrity and the company’s direction.
Lastly, he assesses proxies and financial statements, looking for reasons to either drop or continue investigating an investment, highlighting the need for thorough research and disciplined decision-making.
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