If you want to find actionable ideas on your own the best method I know is picking the most currently disliked industries (for example oil, shipping, agriculture, mining) and try to figure out who makes the real money in each industry. This way you'll find hidden gems.
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Then again, what Mohnish does, I don't think most do. He does extensive research, and has a rigorous checklist. But so do the investors I chatted with. Anyway, I have a long time horizon at Tiny, and doing what people think is too hard seems a right path to take.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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