May 26, 2026
Mental Models for Exceptional Capital Allocation by Mohnish
Pabrai at The University of Nebraska, Omaha on May 1, 2026.
(00:00:00) - Introduction
(00:02:11) - Charlie Munger's mental models
(00:03:43) - Model 1: The Bedrock: Take a simple idea and take it
seriously
(00:04:06) - Model 2: Ben Graham's...