Mar 13, 2024
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit
2024 on February 8, 2024.
(00:00:00) - Introduction
(00:01:05) - Meta
(00:03:59) - Google vs. Microsoft
(00:08:17) - Dinner with Bill Gates
(00:12:30) - TAV Airport
(00:20:23) - Investing in coal; David Einhorn
(00:25:23) - Auto OEMs
(00:27:15) - Reysas
(00:30:14) - 20% Office Vacancy Rate! A 45-year high!
(00:33:32) - Macroeconomic factors
(00:36:58) - Charlie Munger; LA Country Club
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