Cold Brew Money

#59 - The Dhandho Framework By Mohnish Pabrai

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Article - Lessons On Investing (And Life) From Mohnish Pabrai - https://tapandesai.com/lessons-from-mohnish-pabrai/

The Dhandho Framework by Mohnish Pabrai

Richer, Wiser, Happier by William Green

The Dhandho Framework:

  • Focus on buying an existing business
  • Buy simple businesses in industries with an ultra-slow rate of change
  • Buy distressed businesses in distressed industries
  • Buy businesses with a durable competitive advantage – The Moat
  • Bet heavily when the odds are overwhelmingly in your favor
  • Focus on arbitrage
  • Buy businesses at big discounts to their underlying intrinsic value
  • Look for low-risk, high-uncertainty business
  • It’s better to be a copycat than an innovator

    • Cold Brew Money Episode on Moats: https://coldbrew.money/9-all-about-that-moat/

    Cold Brew Money Episode on Intrinsic Value: https://coldbrew.money/13-getting-started-with-intrinsic-valuation/

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