Mar 7, 2023
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
(00:00:00) - Introduction
(00:01:07) - Turkey
earthquake
(00:05:05) - Charlie's
biggest mistake: Belridge Oil
(00:08:44) - Coca-Cola
İçecek
(00:13:35) -
Reysas
(00:18:25) - Ferrari:
One of my biggest mistakes
(00:22:34) - Turkey –
FX risk
(00:24:07) - TAV
Airports
(00:27:27) -
Brookfield
(00:36:18) - Ali Baba
vs. Tencent
(00:38:03) - Indian
Energy Exchange
(00:41:51) - Adani
Group
(00:43:21) -
Amazon
(00:45:54) - Apple vs
Ferrari runway
(00:48:11) - Microsoft
vs. Apple
(00:50:54) - Macroeconomic risks