Mohnish Pabrai: Berkshire, Big Mistakes & Letting Winners Run (TIP812)

I would say you could do the S&P one-fourth, you could do Berkshire one-fourth, and I would like to get some good broad international index which has more exposure to Asia and China and others like that.

When we look at business like Walmart, for example, That's also a very fit business because they've been so fanatical about delivering value to their customers and efficiency and taking cost out of the system and all of that, that they've taken out everyone and built their footprint.