Continued from part one:
Q2 hedge fund letters, conference, scoops etc
Although he covered a range of topics in his presentation at Trinity College, the main takeaway from Pabrai’s talk was the idea that no matter what skill set you have or where your circle of competence falls, as long as you have it in you to be a good investor you will find success (assuming, of course, that you stay within your circle of competence):