Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Introduction
00:00 • 2min
Monish Pabrai Crushed a Market by 1100% Since 2000
02:21 • 3min
The Nature of Capitalism
05:00 • 3min
How to Allocate Capital in a Cement Business
08:25 • 2min
How to Grow Your Arson Capital - What's Your Plan B?
09:56 • 3min
Warren Buffett's Three Percent Rule
13:17 • 2min
Buffett: The Holy Grail of Investing
15:47 • 2min
I Owned the IT Business in 99
17:34 • 2min
Control Is Overrated When Buffett Buys Coca-Cola
19:52 • 2min
Entrepreneurship and Asymmetries
21:57 • 3min
The Mispricing in the Public Markets
25:14 • 2min
I Don't Lose Much
27:23 • 3min
When Your Business Fails
30:40 • 1min
The Heads I Win, Tails I Don't Lose Much
32:06 • 3min
Do You Know How to Reduce Your Motel Business?
34:40 • 2min
What Are You Left With if Not Control?
36:59 • 3min
What Are You Reading This Month?
39:44 • 2min
Investing in the Turkish Market
41:59 • 3min
Is Your Grandfather Interested in Investing?
44:48 • 2min
Are You a Passive Investor or a Founder of the Business?
46:37 • 2min
Study 50 Businesses in a Year
49:05 • 2min
Investing in Wealth Management and Asset Man
51:03 • 3min
The Indian Market in 2023
53:34 • 2min
What Do You Think About Kapoor Watches?
55:59 • 3min
Amit, What Are Your Favorite Books Related to Investing?
58:58 • 2min
The Human Brain Is Reciprocation
01:00:34 • 3min
The Asymmetry of Reciprocation in the Brain
01:03:24 • 3min
What Is Your True Calling?
01:06:20 • 3min
Owner's Manual Data, Sub Co, Humco, Kuchanimila
01:08:59 • 2min
The Best 10,000 You Can Spend With a Bry Fund
01:11:06 • 3min