Mohnish Pabrai’s Session with CFA Society, United Kingdom on June 12, 2024
Mohnish Pabrai’s Session with CFA Society, United Kingdom on June 12, 2024
(00:00:00) - Introduction
(00:01:49) - My grandfather Gogia Pasha
(00:10:00) - My journey as an investor
(00:14:31) - Anomalies in stock market
(00:18:11) - Early years of Pabrai Funds
(00:21:47) - Value vs. Growth
(00:23:48) - Investing is an opportunistic business
(00:26:10) - Coal is not a four lettered word!
(00:32:45) - Investing in Turkey
(00:36:09) - Handling macro-economic risks
(00:37:33) - Mistakes are stepping stones to success; Investment checklist
(00:43:32) - Building an asset management business
(00:52:57) - TAV Airports
(00:57:27) - Coca-Cola Icecek
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