Few of my mentors are in the press. Let's start with Mohnish Pabrai. He recently spoke to SumZero, discussing the latest coronavirus and its impact on the economy. My key take-aways: I do not run DCFs or use excel to figure out intrinsic value. It violates the fifth commandment1. If you can’t do the math in your head and with the fingers on one hand, it should be a pass. Whether the 10-year T-Bill currently yields 0% or 5% makes very little difference in my thinking on the investments I am making.
Mohnish, Ray, Buffet and Munger
Mohnish, Ray, Buffet and Munger
Mohnish, Ray, Buffet and Munger
Few of my mentors are in the press. Let's start with Mohnish Pabrai. He recently spoke to SumZero, discussing the latest coronavirus and its impact on the economy. My key take-aways: I do not run DCFs or use excel to figure out intrinsic value. It violates the fifth commandment1. If you can’t do the math in your head and with the fingers on one hand, it should be a pass. Whether the 10-year T-Bill currently yields 0% or 5% makes very little difference in my thinking on the investments I am making.