By
Borsgade
In this interview with MIT’s Brass Rat Investments, Mohnish Pabrai explains why young people have a clear advantage in identifying emerging trends and investment opportunities due to their proximity to cultural and technological shifts.
He highlights historical examples such as the early adoption of Facebook at prestigious universities, which were indicative of broader societal changes.
He advises young investors to capitalize on their firsthand experience with new products and services, suggesting that making a detailed list of these could reveal potential future investments. This list, particularly of publicly traded companies whose products they use, could become a valuable resource for spotting companies likely to grow significantly over the coming decades.
So what I’m saying is the thing that you should do make a list of every product and service that you have consumed in the last couple of years. So what brand of clothing are you buying? What perfumes are you buying ? What online services are you buying?
[…] make a list of all the publicly traded companies that are products and services that you are using today. And if you fast forward 10 or 20 years and just look at that list there will be 50 baggers from that list.
Share the news
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
In this discussion, Bridgewater and GIC, the entity that is responsible for managing Singapore’s international reserves, assess the issues they think are most important for investors to grapple with in the years ahead.
In his recent letter to shareholders, Christopher Davis highlights that the era of near-zero interest rates ended in March 2022 when the Federal Reserve started raising rates. This shift marks a return to a more normal economic environment, though it may bring volatility and disruptions.
In this article, Michael Mauboussin argues that whenever investors value a stake in a cash-generating asset, they are essentially using a discounted cash flow (DCF) model, whether explicitly or implicitly.
In this video, Guy Spier gives a full tour of the Aquamarine office in down town Zürich. Guy walks around the office while discussing the idea and history behind the different office spaces and the library.
