Mohnish Pabrai’s Sessions at UNO on May 2, 2025 and Columbia Business School on March 25, 2025

Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025.

(00:00:00) - Introduction

(00:02:20) - Walmart vs The Nifty-Fifty

(00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain

(00:08:05) - Nick Sleep

(00:12:06) - Learning from mistakes; Ferrari & Frontline

(00:13:30) - Rules of becoming rich

(00:16:15) - Walmart & the Walton Family

(00:17:51) - Microsoft; Steve Balmer

(00:23:21) - Coca-Cola

(00:25:32) - Evolution of strategies

(00:26:52) - Investment checklist 

(00:30:36) - Circle of competence

(00:33:28) - Macroeconomic factors; Saudi Aramco & Ferrari

(00:40:47) - Learnings from Warren and Charlie

(00:43:02) - Golf vs. Investing

(00:44:50) - Identifying opportunities; Moody's Manual and The Japan Company Handbook

(00:50:33) - Duan Yongping: Oppo & Vivo

(00:53:53) - Economic moats

(00:55:51) - Impact of leverage; The Founder's Podcast: IKEA

(00:58:51) - Capitalism in investing; Amazon

(01:00:33) - Value investing for technology businesses: Amazon

(01:05:40) - Index investing

(01:07:38) - Microsoft vs. Apple; Bill Gates

(01:13:01) - When to exit an investment

(01:19:31) - Selecting a stock

(01:20:41) - Circle of competence; John Arrillaga

(01:23:50) - Investing in Turkiye; Reysas & TAV Airports

(01:28:02) - Investing in coal businesses

(01:31:58) - You can identify great businesses only after you own them

(01:33:42) - Portfolio concentration

(01:39:26) - Investing is watching the paint dry

(01:42:17) - Coca-Cola; Hetty Green from The Founder's podcast

(01:47:36) - Hedging an investment

(01:48:45) - Investing in commodities 

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