DiscoverChai with PabraiPresentation and Q&A at FLAME University on December 25, 2023
Presentation and Q&A at FLAME University on December 25, 2023

Presentation and Q&A at FLAME University on December 25, 2023

Update: 2024-02-121
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Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023.

 

(00:00:00 ) - Introduction

(00:04:52 ) - Coca-Cola Icecek vs. Varun Beverages

(00:05:45 ) - Varun Beverages

(00:12:47 ) - Anadolu Efes & Coca-Cola Icecek

(00:28:07 ) - Investing in Turkiye

(00:33:02 ) - Reysas

(00:44:01 ) - Valuations matter - Microsoft (1999-2015) & Coca-Cola (1998-2011)

(00:49:30 ) - Thou shall not have an investing team

(00:54:08 ) - Portfolio sizing

(00:55:31 ) - TAV Airports

(01:03:28 ) - Investing in China

(01:05:49 ) - Selling a stock; Varun Beverages

(01:07:56 ) - Dividends: EFES

(01:09:03 ) - Currency risk with Coca-Cola Icecek

(01:11:47 ) - Evaluation of a business

(01:16:23 ) - Dakshana

(01:24:15 ) - Macro-economic factors in Turkey

(01:29:05 ) - Fiat Chrysler

(01:30:56 ) - Ferrari: The most Incredible Moat

(01:42:49 ) - Investing in global markets

(01:45:22 ) - Friendship with Charlie and Warren

(02:02:24 ) - Rick Guerin

(02:16:52 ) - Nick Sleep

 

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Presentation and Q&A at FLAME University on December 25, 2023

Presentation and Q&A at FLAME University on December 25, 2023