Mar 22, 2024
Mohnish Pabrai's Session with Columbia Business School (CSIMA)
on February 14, 2024.
(00:00:00) - Introduction
(00:01:28) - Berkshire's 12 great decisions
(00:04:52) - Burlington Northern Railways
(00:07:49) - See’s Candies: Berkshire’s big home run!
(00:12:48) - Evolution of my investment philosophy
(00:16:04) - Berkshire without Charlie
(00:20:06) - Be a harsh grader
(00:21:49) - Auto dealership business; OEMs vs. EVs
(00:25:38) - Evaluating a business
(00:28:50) - Met-coal
(00:31:18) - IPSCO vs. CONSOL
(00:39:06) - Circle of competence
(00:41:08) - Diversification of portfolio
(00:44:12) - Start your journey early
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