Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023.
(00:00:00) - Introduction (00:02:58) - Moody’s Manual (00:08:11) - Japan Company Handbook (00:12:00) - Buffett’s Amazing Five Japan Bets (00:16:23) - Lessons in investing: Search for anomalies (00:17:59) - Peter Kiewit and Sons (00:21:35) - ADP vs. Exxon (00:28:24) - IPSCO (00:32:43) - Rain Industries (00:35:11) - Reysas (00:41:10) - Fiat Chrysler; Ferrari (00:47:56) - Narrowing the investing universe; JetBlue Airlines (00:53:17) - Thou shall not use Excel (00:54:49) - Pulak Prasad: No leverage (00:59:05) - GM vs. Fiat Chrysler (01:01:30) - Steve Rattner (01:07:31) - Investing in distressed industries (01:11:39) - Error rate in investing (01:14:15) - TransTech (01:20:01) - My Owner's Manual (01:24:19) - Investing in Turkey (01:26:18) - Coca-Cola Icecek (01:34:40) - Learnings from Buffett and Munger (01:38:55) - Micron
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.
