MOHNISH PABRAI 00:00
And then finally commandment number ten is thou shall be a shameless cloner.
You know, so cloning is very good for your health. It’s just a – you know, there are many smart people who are great investors, in many cases their portfolio are visible to us because it’s required by law. And it’s a great shortcut to look at what are the highest conviction ideas of some very smart people.
And we have a website like DATAROMA, for example, in the US which is tracking a bunch of investors and telling you what the highest conviction bets are. And so I think cloning can be really good for your health and that’s the tenth and final commandment. And with that Arvind we’ll open up for questions so thank you.
10th Commandment of Investment Management: "Thou shall be a shameless cloner."
One of the best way to learn is by standing on the shoulders of giants.
And DATAROMA is the hall of fame of investment giants in US.