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Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024

Chai with Pabrai

CHAPTER

Strategic Investments and Deep Analysis

Exploring successful investment stories, from Canadian steel to coal companies, focusing on financial positions, cash flow projections, and strategic decision making processes. Emphasizing the benefits of deep investment research in select opportunities, leveraging personal consumer experiences, and the comparison between focused entrepreneurial dedication and diversified portfolio approaches. Advocating for a long-term investment view for compounding returns over time.

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