Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023
Description
Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023.
(00:00:00 ) - Introduction
(00:02:58 ) - Moody’s Manual
(00:08:11 ) - Japan Company Handbook
(00:12:00 ) - Buffett’s Amazing Five Japan Bets
(00:16:23 ) - Lessons in investing: Search for anomalies
(00:17:59 ) - Peter Kiewit and Sons
(00:21:35 ) - ADP vs. Exxon
(00:28:24 ) - IPSCO
(00:32:43 ) - Rain Industries
(00:35:11 ) - Reysas
(00:41:10 ) - Fiat Chrysler; Ferrari
(00:47:56 ) - Narrowing the investing universe; JetBlue Airlines
(00:53:17 ) - Thou shall not use Excel
(00:54:49 ) - Pulak Prasad: No leverage
(00:59:05 ) - GM vs. Fiat Chrysler
(01:01:30 ) - Steve Rattner
(01:07:31 ) - Investing in distressed industries
(01:11:39 ) - Error rate in investing
(01:14:15 ) - TransTech
(01:20:01 ) - My Owner's Manual
(01:24:19 ) - Investing in Turkey
(01:26:18 ) - Coca-Cola Icecek
(01:34:40 ) - Learnings from Buffett and Munger
(01:38:55 ) - Micron
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