Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.
(00:00:00) - Introduction (00:01:28) - Berkshire's 12 great decisions (00:04:52) - Burlington Northern Railways (00:07:49) - See’s Candies: Berkshire’s big home run! (00:12:48) - Evolution of my investment philosophy (00:16:04) - Berkshire without Charlie (00:20:06) - Be a harsh grader (00:21:49) - Auto dealership business; OEMs vs. EVs (00:25:38) - Evaluating a business (00:28:50) - Met-coal (00:31:18) - IPSCO vs. CONSOL (00:39:06) - Circle of competence (00:41:08) - Diversification of portfolio (00:44:12) - 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.