Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
Listen now
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
More Episodes
Mohnish Pabrai's Interview at My First Million Podcast on April 4, 2024.
(00:00:00) - Introduction
(00:00:34) - Why entrepreneurs make the best investors
(00:03:09) - Buffett's early entrepreneurial adventures
(00:08:13) - Buffett's introduction to Ben Graham
(00:11:39) -...
Published 06/03/24
Published 06/03/24
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023
(00:00:00) - Introduction
(00:00:29) - Cloning Super 30
(00:03:50) - Rule of 72
(00:09:15) - Ultra-high Social Return on Invested Capital
(00:17:16) - Integrity in...
Published 05/30/24
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
