75 min listen
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
FromChai with Pabrai
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
FromChai with Pabrai
ratings:
Length:
74 minutes
Released:
Apr 11, 2023
Format:
Podcast episode
Description
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023 (00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett’s 2022 Shareholder Letter (00:17:02) - “Circle the Wagons” approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to “Circle the Wagons” (00:31:05) - Finding a great business (00:33:17) - IBM (00:38:54) - Li Lu (00:47:04) - Moutai (00:50:44) - Evaluating management (00:53:33) - Coca-Cola (00:56:02) - Reysas (01:01:50) - Circle of competence (01:03:41) - John Arrillaga (01:06:30) - Satyam Computers (01:10:27) - Investing in China
Released:
Apr 11, 2023
Format:
Podcast episode
Titles in the series (98)
Mohnish Pabrai's session with EO Gurgaon on January 10, 2023: Mohnish Pabrai's session with EO Gurgaon on January 10, 2023 (00:00:00) - Introduction (00:04:15) - I'm a better investor because I'm a businessman. I'm a better businessman because I'm an investor (00:05:00) - Capitalism is creative destruction ... by Chai with Pabrai