Mohnish Pabrai's Session with YPO Delhi on July 9, 2024
Description
Mohnish Pabrai's Session with YPO Delhi Chapter on July 9, 2024
(00:00:00 ) - Introduction
(00:03:56 ) - Manhattan deal by American Indians in 1626; The Rule of 72
(00:08:45 ) - My daughter’s introduction to compounding
(00:11:04 ) - The Three pillars of compounding
(00:13:11 ) - Berkshire’s dozen truly great decisions
(00:15:34 ) - See's Candies vs. Coca-Cola
(00:19:38 ) - Rakesh Jhunjhunwala
(00:22:43 ) - ROI on tech businesses
(00:24:56 ) - Reysas
(00:28:05 ) - Coke's global bottling businesses; Varun Beverages
(00:33:36 ) - Growth vs ROCE
(00:35:37 ) - Investing in index funds
(00:36:41 ) - Be fearful when the world is greedy, be greedy when the world is fearful
(00:43:31 ) - Investing in Coal
(00:48:50 ) - Investing Lessons from Robert Caro
(00:52:47 ) - Selling a stock
(00:56:30 ) - Heinz, See's Candies & Coke
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