Mohnish Pabrai On Uber Cannibals And Henry Singleton

At the end of October, the value investor Mohnish Pabrai gave a presentation and took part in a Q&A session at Boston College and Harvard Business School on the Uber Cannibal Investor Framework, which he has developed over the past decade.

Uber Cannibals are the businesses “eating themselves by buying back their stock,” the value investor explained.

Q3 2022 hedge fund letters, conferences and more

He told the audience that he pioneered this strategy following comments from Warren Buffett's right-hand man, Charlie Munger, who said “pay close attention to the cannibals - the businesses that are eating themselves by buying back their stock.”

The Uber Cannibals

A “poster child” of this strategy is...