Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023
1Description
Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023
(00:00:00 ) - Introduction
(00:02:45 ) - My introduction to Warren Buffett
(00:04:28 ) - Chuck Feeney: The Billionaire who wasn't
(00:06:28 ) - The Dakshana Foundation
(00:08:28 ) - Learnings from my childhood
(00:14:21 ) - Cloning is a powerful mental model
(00:15:50 ) - Microsoft: The most relentless cloner
(00:17:33 ) - Sam Walton: Walmart
(00:20:48 ) - Can cloning be competitive?
(00:22:54 ) - Different styles of investing
(00:25:16 ) - Ben Graham: GEICO
(00:27:46 ) - Stone Trust Insurance: Francis Chou
(00:35:20 ) - Berkshire's insurance investments
(00:37:50 ) - Burlington Northern Railroad
(00:42:12 ) - Improving probabilistic thinking
(00:44:04 ) - Importance of portfolio concentration
(00:45:43 ) - Ergodicity: The Walton family
(00:48:31 ) - Investing in Turkey: Reysas
(00:50:53 ) - Nick Sleep: Amazon
(00:53:21 ) - Capital allocation
(00:55:26 ) - Macro-economic factors in investing
(01:00:49 ) - Book recommendation
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