67 min listen
Mohnish Pabrai Lecture at Harvard University - April 7, 2020
FromChai with Pabrai
ratings:
Length:
106 minutes
Released:
Jan 11, 2023
Format:
Podcast episode
Description
Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University April 7, 2020 (00:00:00) - Introduction (00:04:40) - Purchase of Stonetrust Insurance (00:8:30) - Insurance Business Model (00:11:05) - Sale of Stonetrust Insurance (00:22:47) - Valuing an Insurance company (00:25:12) - Being a harsh grader (00:30:40) - Circle of Competence (00:42:03) - Start early with investing (00:55:48) - Improving your Circle of Competence (01:02:58) - Learnings from investment mistakes (01:09:54) - Value Investment Categories (01:29:16) - Probability estimation for outcomes (01:34:28) - Philip Fisher’s Scuttlebutt method (01:37:10) - Munger’s advice on sharing Investment ideas (01:42:20) - Human response to Economy
Released:
Jan 11, 2023
Format:
Podcast episode
Titles in the series (96)
Mohnish Pabrai’s Q&A Session with MBA Students at Columbia Business School – March 18, 2021: Professor Anuroop Duggal’s Value Investing Class Columbia Business School Columbia University (00:00:00) - Introduction (00:03:46) - Laws of investing (00:06:24) - Following Warren Buffett (00:07:39) - Finding long term compounders (00:09:05) -... by Chai with Pabrai