“With most businesses, two or three variables control 80% to 90% of the outcome. I want to make sure that I understand the right variables with a good
sense of how they are likely to play out.”
Pabrai Funds
Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, has outperformed
market indices over the last nine years by consistently believing in concentrated value investing.
Pabrai likes to hold fewer stocks positioned in industries that he understands well, paying attention to two key variables: the intrinsic value of a business and its current price.
Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites.
Market data: BATS Exchange. Inc.
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