Jul 1, 2020
Q&A Session: Mohnish Pabrai and Francis Chou Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University
(00:00:00) - Introduction
(00:05:48) - Purchase of Stonetrust Insurance
(00:10:44) - Insurance Business Model
(00:13:53) - Sale of Stonetrust Insurance
(00:28:16) - Valuing an Insurance company
(00:31:18) - Being a harsh grader
(00:38:16) - Circle of Competence
(00:52:46) - Start early with investing
(01:09:47) - Improving your Circle of Competence
(01:18:18) - Learnings from investment mistakes
(01:27:23) - Value Investment Categories
(01:50:43) - Probability estimation for outcomes
(01:56:46) - Philip Fisher’s Scuttlebutt method
(01:59:50) - Munger’s advice on sharing Investment ideas
(02:06:06) - Human response to Economy