Jul 1, 2020
Q&A Session: Mohnish Pabrai and Francis Chou Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University
(00:00:00) - Introduction
(00:05:48) - Purchase of Stonetrust Insurance
(00:10:44) - Insurance Business Model
(00:13:53) - Sale of Stonetrust Insurance
(00:28:16) - Valuing an Insurance...
Mar 28, 2020
Sales/Marketing Reading Materials Referenced in Mohnish’s
Presentation
1. Marketing High Technology by William Davidow
2. Power vs. Force by David Hawkins
3. Strategic Selling by Miller/Heiman
4. Conceptual Selling by Miller/Heiman
5. Successful Large Account Management by Miller/Heiman
6. The Origin and Evolution of...
Jan 16, 2020
May 1, 2019 at Irvine, California
Professor Jiang Guohua’s Students
“Great Businesses vs. Great Investments”
(00:00:00) - Introduction
(00:04:20) - Cloning
(00:07:42) - Great Businesses vs. Great Investments
(00:09:07) - Mastercard vs. Sunteck Realty
(00:22:55) - Motherson Sumi vs. Rain Industries
(00:36:32)...