dhandho investor

  • invest in existing businesses
  • invest in simple businesses
  • invest in distressed businesses in distressed industries
  • invest in businesses with durable moats
  • few bets, big bets, and infrequent bets
  • fixate on arbitrage
  • margin of safety - always
  • invest in low-risk, high-uncertainty businesses
  • invest in the copycats rather than the innovators