Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024
Description
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.
(00:00:00 ) - Introduction
(00:01:28 ) - Berkshire's 12 great decisions
(00:04:52 ) - Burlington Northern Railways
(00:07:49 ) - See’s Candies: Berkshire’s big home run!
(00:12:48 ) - Evolution of my investment philosophy
(00:16:04 ) - Berkshire without Charlie
(00:20:06 ) - Be a harsh grader
(00:21:49 ) - Auto dealership business; OEMs vs. EVs
(00:25:38 ) - Evaluating a business
(00:28:50 ) - Met-coal
(00:31:18 ) - IPSCO vs. CONSOL
(00:39:06 ) - Circle of competence
(00:41:08 ) - Diversification of portfolio
(00:44:12 ) - Start your journey early
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