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