Mar 6, 2025
Mohnish Pabrai's Guest Lecture at Microsoft on November 15,
2024.
(00:00:00) - Introduction
(00:01:49) - Microsoft; Bill Gates
(00:03:19) - The future of AI
(00:04:27) - Value vs. Growth investing
(00:08:58) - IPSCO
(00:13:13) - Reysas
(00:15:47) - Starting with value investing
(00:19:37) - My journey in investing; Introduction to Warren
Buffett
(00:22:45) - Cloning ideas: Walmart & Microsoft
(00:24:35) - Microsoft: Vijay Vashi
(00:31:51) - Find out your passion: Poor Charlie's Almanac
(00:35:42) - The Dakshana Foundation
(00:40:12) - Bill Gates' introduction to Warren Buffett
(00:44:15) - Reliability and Trust
(00:47:33) - Somasegar at Microsoft
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