Jan 31, 2023
University of Oxford
Sponsored by the Oxford Alpha Fund
October 19, 2021
(00:00:00) - Introduction
(00:01:08) - Dhandho, Patels & Motels
(00:08:25) - Capitalism is Brutal (Peter Theil)
(00:10:42) - Business Monopolies
(00:17:51) - Reysaş in Turkey
(00:24:00) - Shorting
(00:27:51) - Managing one’s own psychology
(00:32:40) - Inner and outer scorecards
(00:35:14) - Meeting Warren Buffett
(00:43:33) - Old too soon wise too late – Charlie Munger
(00:49:56) - Cloning