Jan 31, 2023
Mohnish Pabrai's session with EO Gurgaon on January 10, 2023
(00:00:00) - Introduction
(00:04:15) - I'm a better investor because I'm a businessman. I'm a
better businessman because I'm an investor
(00:05:00) - Capitalism is creative destruction
(00:08:40) - Earnings reinvestment framework
(00:10:58) - The importance of Spawning
(00:13:07) - Control is over-rated
(00:16:50) - From entrepreneur to investor
(00:33:30) - Patel Motel Dhandho
(00:40:42) - Book: Roy Thomson of Fleet Street; Trilogy
(00:41:33) - Reysas
(00:50:18) - Investment Shortcuts; cloning
(00:52:35) - IIFL Wealth Management; Kotak
(00:54:01) - The S&P 500 is a great choice
(00:57:54) - Rakesh Jhunjhunwala
(00:59:35) - Poor Charlie’s Almanack
(01:07:39) - Mohnish’s Owners Manual by Jack Skeen
(JackSkeen.com)