Chai with Pabrai Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Nov 14, 2023
Mohnish Pabrai, an investment fund manager, answers various intriguing questions at Mendoza College of Business. Topics discussed include when to sell a stock, starting Pabrai Investment Funds, Berkshire's twelve great decisions, identifying compounders, Charlie's mental models, cloning Chipotle vs. Baja Fresh, Fiat Chrysler, NVR, and the decline of bridge. The insightful conversation also touches on Warren Buffet's recent investments in Japanese trading companies, the auto industry, McDonald's French fries, and the future vision for funneling capital towards social causes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Holding on to Compounders: Reasons and Risks
01:38 • 7min
Starting an Investment Fund and Portfolio Rebalancing
08:55 • 35min
Insights into the Auto Industry and Cloning Success in Home Building
44:15 • 5min
McDonald's French Fries and the Decline of Bridge
49:05 • 6min
Discussing the Future Vision for Funneling Capital Towards Social Causes
55:21 • 4min