Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

Описание: Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

00:00:00 Introduction
00:03:51 Lunch with Warren
00:08:47 Buffett’s 2022 Shareholder Letter
00:17:00 “Circle the Wagons” approach to investing
00:19:26 The Nifty Fifty in 1970s
00:22:07 Rakesh Jhunjhunwala
00:24:53 How to “Circle the Wagons”
00:31:03 Finding a great business
00:33:15 IBM
00:38:52 Li Lu
00:47:02 Moutai
00:50:42 Evaluating management
00:53:31 Coca-Cola
00:56:00 Reysas
01:01:48 Circle of competence
01:03:41 John Arrillaga
01:06:28 Satyam Computers
01:10:25 Investing in China

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.