Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.
00:00:00 Introduction
00:01:25 Berkshire's 12 great decisions
00:04:49 Burlington Northern Railways
00:07:46 See’s Candies: Berkshire’s big home run!
00:12:45 Evolution of my investment philosophy
00:16:01 Berkshire without Charlie
00:20:03 Be a harsh grader
00:21:46 Auto dealership business; OEMs vs. EVs
00:25:35 Evaluating a business
00:28:46 Met-coal
00:31:15 IPSCO vs. CONSOL
00:39:03 Circle of competence
00:41:05 Diversification of portfolio
00:44:09 Start your journey early
The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.
15 июн 2024
