
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
(00:00:00) - Introduction
(00:02:22) - Buffett’s 2022 Shareholder Letter
(00:03:25) - Berkshire’s dozen truly great decisions
(00:07:16) - Naspers; Tencent
(00:12:14) - Rakesh Jhunjhunwala; Titan
(00:14:56) - Nick Sleep; Amazon
(00:18:39) - Ben Graham; Geico
(00:20:20) - Walmart vs. Nifty 50
(00:23:37) - Buffett's Coke investment
(00:26:35) - Chuck Akre's Three-legged stool
(00:29:51) - Compounding is the 8th wonder of the world
(00:33:47) - Silicon Valley Bank
(00:36:37) - Reysas
(00:38:38) - Identifying great businesses
(00:44:02) - Investing in Turkey
(00:47:06) - Seritage
(00:48:29) - Start specializing at the age of 11
(00:50:39) - Circle of competence
(00:52:37) - Ajit Jain
(00:57:18) - Index Investing
Flere episoder fra "Chai with Pabrai"
Gå ikke glip af nogen episoder af “Chai with Pabrai” - abonnér på podcasten med gratisapp GetPodcast.