The Dhandho Investing Strategy: Bet Big, Bet Rarely for Massive Returns w/ Kyle Grieve (TIP714)

Описание: Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections.

What you'll learn here:
00:00:00 - Intro
00:01:44 - Why buying an existing business can be a smarter path than starting one from scratch
00:11:17 - The enduring strength and clarity of simple business models
00:16:06 - How distressed businesses in troubled industries can become goldmines
00:25:11 - Why hidden moats often offer the biggest edge—and how to spot them
00:32:36 - The case for concentration: how fewer bets can lead to outsized returns
00:41:49 - What modeling Costco reveals about risk, value, and margin of safety
00:47:08 - The counterintuitive appeal of low-risk, high-uncertainty investments
00:50:46 - How to use the cloning principle to shortcut your search for winners
00:54:24 - Why your sell strategy should evolve with the quality of the business you own

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/s...

Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/m...

▶️ Related Episodes:
The Dhandho Investor By Mohnish Pabrai | Heads I Win:    • The Dhandho Investor By Mohnish Pabrai | H...  
Mohnish Pabrai's Inner Scorecard:    • Mohnish Pabrai's Inner Scorecard (TIP628)  
Mohnish Pabrai on The Power of Compounding:    • Mohnish Pabrai on The Power of Compounding...  

📖 Books Mentioned:
The Dhandho Investor by Mohnish Pabrai: https://amzn.to/42ADwMu
The Intelligent Investor by Benjamin Graham: https://amzn.to/42pmDD8
Richer, Wiser, Happier by William Green: https://amzn.to/3RIrnii
The Little Book That Still Beats the Market by Joel Greenblatt: https://amzn.to/43LzgLi

Listen to our episodes here: https://open.spotify.com/show/28RHOkX...
Visit our website: https://www.theinvestorspodcast.com/w...
Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/s...

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

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