Collection: Mohnish Pabrai - #41 'Diversification'



[Transcript]

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.


(Source: https://youtu.be/ot6pzc9ZwfU)

 

[YAPSS Takeaway]

4 or 5 different buckets.