Jan 23, 2024
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023.
(00:00:00) - Introduction
(00:00:49) - My introduction to investing
(00:04:29) - Circle of competence; John Arrillaga
(00:08:14) - Nick Sleep
(00:10:22) - Learning from mistakes
(00:14:53) - Assessing management team
Jan 9, 2024
Mohnish Pabrai's Q&A at Clemson University - Wall Street
South Investment Club on November 13, 2023.
(00:00:00) - Auction-driven markets
(00:02:07) - Berkshire's PetroChina investment
(00:04:34) - Anomaly-based investing
(00:05:27) - Reysas
(00:08:36) - Macro-economic factors in investing
(00:11:29) -...