Dec 18, 2023
Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023.
(00:00:00) - Introduction
(00:02:58) - Moody’s Manual
(00:08:11) - Japan Company Handbook
(00:12:00) - Buffett’s Amazing Five Japan Bets
(00:16:23) - Lessons in investing: Search for anomalies
(00:17:59) - Peter Kiewit and Sons
(00:21:35) - ADP vs. Exxon
(00:28:24) - IPSCO
(00:32:43) - Rain Industries
(00:35:11) - Reysas
(00:41:10) - Fiat Chrysler; Ferrari
(00:47:56) - Narrowing the investing universe; JetBlue Airlines
(00:53:17) - Thou shall not use Excel
(00:54:49) - Pulak Prasad: No leverage
(00:59:05) - GM vs. Fiat Chrysler
(01:01:30) - Steve Rattner
(01:07:31) - Investing in distressed industries
(01:11:39) - Error rate in investing
(01:14:15) - TransTech
(01:20:01) - My Owner's Manual
(01:24:19) - Investing in Turkey
(01:26:18) - Coca-Cola Icecek
(01:34:40) - Learnings from Buffett and Munger
(01:38:55) - Micron
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