I enjoyed my conversation at Schroders - the Value Perspective podcast. We discussed about cloning as a powerful mental model, Berkshire Hathaway's investments and ergodicity.
Enjoy! https://www.youtube.com/watch?v=w9oC1rPV5yQ Here is the link to the podcast: If you prefer reading over listening, here is the transcript.
0 Comments
I very much enjoyed my Q&A session with Prof. Arvind Navaratnam's class at Boston College, Carroll School of Management. I talked about the Japan Company Handbook and Moody's Manual, Warren Buffett's Japanese bets and importance of anomalies in investing.
Enjoy! https://www.youtube.com/watch?v=jZKOk-hlo8I Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I very much enjoyed my session with members of YPO at Waterloo, Austin. I talked about the deal of Manhattan islands in the US by the native American Indians in 1626, the magic of compounding and Index investing.
Enjoy! https://www.youtube.com/watch?v=EzMWPRx9-CY Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I very much enjoyed my Q&A session with students at the Mendoza College, University of Notre Dame. I talked about how to identify compounders and when to sell a stock, Charlie Munger's mental models and how they give an edge, and how Bridge is related to investing.
Enjoy! https://www.youtube.com/watch?v=kfgbTNWLMJE Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I very much enjoyed my Q&A session with students at the Harvard Business School. I talked about non-venture backed start-ups, the Buffett Partnership and my investment in Turkiye.
Enjoy! https://www.youtube.com/watch?v=MDuPszGThmE Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I very much enjoyed my interview with Meb at the Meb Faber Show. I talked about my introduction to Warren Buffett and playing Bridge, the importance of compounding and why it should be introduced in school and holding on to your highest conviction bet.
Enjoy! https://www.youtube.com/watch?v=HhA8WfnEw9I Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I enjoyed my Presentation and Q&A session with students at MDI, Gurgaon on December 26, 2014. I also talked about cloning, the opportunity costs involved if cash is not invested and how insurance is different from investing.
https://www.youtube.com/watch?v=JSHVXBBb9bI Enjoy! Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I enjoyed the Interview with Weekly on Stocks, Barron's of China, on learnings from Warren Buffett and Charlie Munger. I also talked about opportunities in China, the natural entrepreneurial traits of its people and some great investments in China.
Enjoy! https://www.youtube.com/watch?v=Y0K1qVJdJxc If you prefer reading over listening, here is the transcript. I enjoyed the Presentation and Q&A with students at the Indian Business School on Compounding and the journey of value investing. I talked about the magic of compounding, how cloning helps and importance of eliminating envy and ego.
Enjoy! https://www.youtube.com/watch?v=PpBPzNoltbs Here is the link to the podcast: If you prefer reading over listening, here is the transcript. I enjoyed my Presentation and Q&A session with students at MDI, Gurgaon on December 22, 2015. I talked about stock market bubbles, the magic of compounding and determining portfolio concentration.
https://www.youtube.com/watch?v=OFkApI6zZtY Enjoy! Here is the link to the podcast: If you prefer reading over listening, here is the transcript. |
Mohnish PabraiMohnish Pabrai is the founder and Managing Partner of the Archives
July 2024
Categories |