Sep 9, 2026
Mohnish Pabrai's Session with Copenhagen Business School
Investment Club on August 25, 2026.
(00:00:00) - Introduction
(00:01:43) - Checklist
for an aspiring fund manager
(00:03:00) - Evaluating the company's management team
(00:03:56) - Micron; Oligopolistic market situations; Coke &
Pepsi
(00:08:31) - The 1973-74 Nifty-Fifty crash; Walmart & The Walton
Family
(00:13:57) - Investing in Turkey; Reysas
(00:24:33) - Kaspi
(00:29:00) - Portfolio concentration; The Walton Family &
Bentonville, Arkansas
(00:32:59) - Constellation Software Services
(00:34:12) - Reysas Logistics & Reysas REIT
(00:39:15) - Do your own analysis; Jeff Bezos and Amazon
(00:43:45) - Learning from Charlie Munger
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