Chai with Pabrai podcast

Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

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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

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