This video discusses some insights from Mohnish Pabrai about how to invest in a high inflation period. These are from an interview that Monhish Pabrai gave with CNBC. This has become an issue given the high level of inflation around the world. Mohnish Pabrai raised several key suggestions. These include critically evaluating firms’ capital expenditure requirements, focusing on firms that can pass inflation on to their customers, considering growth firms with strong fundamentals, and considering investments across multiple industries and regions.
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Time stamps:
* 0:00 Overview
* 2:44 Consider capital requirements
* 6:18 Can the firm pass on inflation to customers?
* 9:56 What about growth and tech firms?
* 14:21 Should you diversify across region or industry?
* 18:30 Overall investment implications
#MohnishPabrai #Pabrai #inflation
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Books
* Investment Valuation: https://amzn.to/2LUwYQW
* Venture Capital & Private Equity: [US] https://amzn.to/3l1oTvs . [AU] https://amzn.to/3pMyHfB
* Regression Handbook & Econometrics: https://amzn.to/3v22Asg
https://youtu.be/jvYoFuqAcPA !!
Thanks for watching!
* 30% off Simply Wall St Analysis & Data: https://simplywall.st/?via=mark
*Check out my substack: https://financemark.substack.com/
* Skillshare: Get a month of free access: https://www.skillshare.com/r/profile/…
* Sharesight: Get a month free and a free trial: https://www.sharesight.com/financemark
Books
* Investment Valuation: https://amzn.to/2LUwYQW
* Venture Capital & Private Equity: [US] https://amzn.to/3l1oTvs . [AU] https://amzn.to/3pMyHfB
* Regression Handbook & Econometrics: https://amzn.to/3v22Asg