🧗 Our Investing Journey (#6): Chai with Pabrai
Discussing the lecture titled Circle the Wagons by Mohnish Pabrai
Hi friend 👋
Welcome back to 🧙♂️ The Hermit 🧙♂️
ICYMI:
🧗 Our Investing Journey: Power of Execution June 2024
📝 Company Updates: Cardlytics Dilution March 2024
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Home-keeping
I will keep this week’s post fairly short. Most of my time is spent preparing high-quality materials for the next few months. You should expect the first company thesis post within the next two weeks.
Circling my wagons
In 2023, I was fortunate enough to attend the Berkshire annual gathering in Omaha. The event is famous for gathering notorious investors and celebrities. In fact, if you ask me, most people attend the event as a way of networking. For me, the real highlights came in the form of several “side” events, one of which was the event hosted by none other than Mohnish Pabrai.