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Chai with Pabrai

Mar 22, 2024

Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.


(00:00:00) - Introduction

(00:01:28) - Berkshire's 12 great decisions

(00:04:52) - Burlington Northern Railways

(00:07:49) - See’s Candies: Berkshire’s big home run!

(00:12:48) - Evolution of my investment philosophy


Mar 13, 2024

Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024.

(00:00:00) - Introduction

(00:01:05) - Meta

(00:03:59) - Google vs. Microsoft

(00:08:17) - Dinner with Bill Gates 

(00:12:30) - TAV Airport

(00:20:23) - Investing in coal; David Einhorn

(00:25:23) - Auto OEMs 


Feb 22, 2024

Mohnish Pabrai's Q&A with Value Education Society at London School of Economics on January 30, 2024.

(00:00:00) - Introduction

(00:01:59) - Seinfeld: Is this anything? 

(00:04:26) - The Dhandho Investor 

(00:05:34) - Ferrari: Sold too soon 

(00:06:46) - Evaluating management; Fiat Chrysler 

(00:11:48) -...


Feb 12, 2024

Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023.

 

(00:00:00) - Introduction

(00:04:52) - Coca-Cola Icecek vs. Varun Beverages

(00:05:45) - Varun Beverages

(00:12:47) - Anadolu Efes & Coca-Cola Icecek

(00:28:07) - Investing in Turkiye

(00:33:02) - Reysas

(00:44:01) -...


Feb 9, 2024

Mohnish Pabrai's Interview at Morningstar, The Investor's Mind on December 1, 2023.

(00:00:00) - Introduction

(00:02:52) - Lunch with Buffett; Be a harsh grader

(00:07:42) - Impact of personal experiences in investing

(00:11:44) - Handling the global financial crisis

(00:15:45) - Breaking Bread with Charlie...