The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai
My rating: 3 of 5 stars
Hooter: A view into value investing from a marwadi/gujarati dhandho perspective
Taking a few case studies before drilling into his philosophy for his fund Pabrai does leave with a catch phrase of "heads I win, tails I don't lose much" as a philosophy when evaluating a deal. He brings in Abhimanyu from Mahabharata battling the Chakravyuh, drawing parallels to an equity investor. WIth key concepts in value investing from his viewpoint, makes for an interesting read. He clearly has tuned his book to identify trends and retrofitting concepts to taglines that have a high recall.
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