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) - Stellantis: Carlos Tavares
(00:12:50) - Elon Musk vs. Chuanfu Wang
(00:16:27) - Learnings from Charlie Munger
(00:20:11) - Be a shameless cloner
(00:24:46) - My process of evaluating a business
(00:26:41) - Advice to students
(00:30:09) - Auction-driven markets: Microsoft
(00:34:59) - Pabrai Investment Funds
(00:38:34) - When to sell a stock
(00:41:37) - Ferrari: A rich man's expression of wealth
(00:43:37) - AI in investing
The contents of this website are for educational and entertainment
purposes only, and do not purport to be, and are not intended to
be, financial, legal, accounting, tax or investment advice.
Investments or strategies that are discussed may not be suitable
for you, do not take into account your particular investment
objectives, financial situation or needs and are not intended to
provide investment advice or recommendations appropriate for you.
Before making any investment or trade, consider whether it is
suitable for you and consider seeking advice from your own
financial or investment adviser.