Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
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Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
(00:00:00) - Introduction
(00:01:07) - Turkey earthquake
(00:05:05) - Charlie's biggest mistake: Belridge Oil
(00:08:44) - Coca-Cola İçecek
(00:13:35) - Reysas
(00:18:25) - Ferrari: One of my biggest mistakes
(00:22:34) - Turkey – FX risk
(00:24:07) - TAV Airports
(00:27:27) - Brookfield
(00:36:18) - Ali Baba vs. Tencent
(00:38:03) - Indian Energy Exchange
(00:41:51) - Adani Group
(00:43:21) - Amazon
(00:45:54) - Apple vs Ferrari runway
(00:48:11) - Microsoft vs. Apple
(00:50:54) - Macroeconomic risks
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