Video Link: https://youtu.be/emb8oWgGk3I
In this episode, Mohnish Pabrai was asked how does he think about diversification across industries in his portfolio?
In this episode, you’ll learn:
Mohnish Pabrai's thoughts on diversification across industries.
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MOHNISH PABRAI 00:07
Right, so – you know, I think that if we have things that are in – maybe 4 or 5 different buckets, that's a decent number.
So you know if we had, let's say a – you know, a couple of positions which are in the same industry. We don't have a problem with that.
So I'm not looking to have, you know, 15 different industries that we invested in at all times. If we find that, that's fine. But you know, it can be 4 or 5 different industries.