Nov 14, 2023
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023.
(00:00:00) - Introduction
(00:01:57) - When to sell a stock; Amazon
(00:09:00) - Starting Pabrai Investment Funds
(00:13:35) - Berkshire's Twelve great decisions
(00:16:25) - Berkshire's Japanese investments
(00:20:52) - Identifying compounders
(00:26:07) - Charlie's mental models
(00:27:41) - Association tendency – Coca-Cola
(00:29:32) - Human reciprocation tendency
(00:34:09) - Cloning: Chipotle vs. Baja Fresh
(00:38:06) - Steve Rattner: Overhaul
(00:45:07) - Fiat Chrysler
(00:47:25) - NVR
(00:49:45) - Bridge vs. Investing
(00:55:34) - The Dakshana Foundation