Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Update: 2023-11-141
Description
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023.
(00:00:00 ) - Introduction
(00:01:57 ) - When to sell a stock; Amazon
(00:09:00 ) - Starting Pabrai Investment Funds
(00:13:35 ) - Berkshire's Twelve great decisions
(00:16:25 ) - Berkshire's Japanese investments
(00:20:52 ) - Identifying compounders
(00:26:07 ) - Charlie's mental models
(00:27:41 ) - Association tendency – Coca-Cola
(00:29:32 ) - Human reciprocation tendency
(00:34:09 ) - Cloning: Chipotle vs. Baja Fresh
(00:38:06 ) - Steve Rattner: Overhaul
(00:45:07 ) - Fiat Chrysler
(00:47:25 ) - NVR
(00:49:45 ) - Bridge vs. Investing
(00:55:34 ) - The Dakshana Foundation
Comments
In Channel