Presentation and Q&A at FLAME University on December 25, 2023
1Description
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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