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Mohnish Pabrai's Guest Lecture at University of Nebraska, Omaha on October 15, 2024

Chai with Pabrai

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Investing Insights: Transdime and Ethical Considerations

This chapter analyzes Transdime's significant role in aerospace manufacturing, focusing on its financial successes and the ethical dilemmas posed by its business model. It contrasts the strategies of different investors, including the inversion philosophy advocated by a prominent figure, and discusses the importance of skepticism in investment decisions. A personal anecdote about meeting Charlie Munger underscores his remarkable intellect and lasting impact on investment wisdom.

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