I react to a conversation between value investors Mohnish Pabrai and Guys Spier, in which they discuss aspects of their investing processes and philosophies, including looking for stock market investments that have a very obvious thesis, rather than difficult and complicated, so the probability of a good stock returns is high. 

Reference video:

Guy Spier & Mohnish Pabrai Office Tour, Warren Buffett, Investment Philosophy & The Key To Learning

https://youtu.be/PJ5NawGb9-k

Related episode:

Mohnish Pabrai: How to Find Stock Compounders + My Thoughts

https://youtu.be/q96AEurnR_M

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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.