Nov 19, 2024
Mohnish Pabrai's Guest Lecture at University of Nebraska, Omaha
on October 15, 2024.
(00:00:00) - Introduction
(00:02:02) - Charlie Munger: Costco
(00:05:35) - Warren's rejection of opportunities on moral
grounds
(00:08:27) - Conwood Chewing Tobacco
(00:13:52) - Valeant Pharmaceuticals
(00:18:10) - Credit Acceptance
(00:23:58) - TransDigm
(00:30:23) - Berkshire's investment in Gen Re
(00:32:38) - Charlie Munger is irreplaceable
(00:36:18) - Berkshire Hathaway after Warren Buffett
(00:37:44) - Early start to investing journey
(00:40:17) - My daughter's introduction to compounding and
investing
(00:45:01) - Blackstone
(00:45:59) - My journey to investing
(00:51:15) - Poor Charlie's Almanack
(00:53:13) - Advice for beginners; Be a harsh grader
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