Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
1Description
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024.
(00:00:00 ) - Introduction
(00:01:05 ) - Meta
(00:03:59 ) - Google vs. Microsoft
(00:08:17 ) - Dinner with Bill Gates
(00:12:30 ) - TAV Airport
(00:20:23 ) - Investing in coal; David Einhorn
(00:25:23 ) - Auto OEMs
(00:27:15 ) - Reysas
(00:30:14 ) - 20% Office Vacancy Rate! A 45-year high!
(00:33:32 ) - Macroeconomic factors
(00:36:58 ) - Charlie Munger; LA Country Club
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