Скачать или смотреть S1 E13 - The Dhandho Investor: The Low Risk Value Method to High Returns

An overview of the concept of "Dhandho" investing, a low-risk value investment method popularized by Mohnish Pabrai. The text explores the Dhandho framework through the lens of stories and examples of successful Dhandho investors. It highlights the core principles of Dhandho investing, which include finding undervalued businesses with durable competitive advantages, focusing on arbitrage opportunities, and utilizing a margin of safety to minimize downside risk. The text also examines the importance of investing in simple, low-risk businesses that have a high degree of uncertainty, and the need for a clear exit strategy when making investments. The book emphasizes that Dhandho investing is a disciplined approach that requires patience, thorough research, and a focus on minimizing permanent capital losses.