Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023

1

Introduction

00:00 • 2min

2

The 12 Best Decisions to Make in Berkshire

02:17 • 3min

3

Warren Buffett's 4% Great Decisions

05:08 • 3min

4

Goose Becker and the Hired Gun CEO

07:44 • 3min

5

The Impact of Goose Becker's Investment on Tencent

10:43 • 2min

6

How Rakesh's Life Changed the Way I Invested

12:43 • 3min

7

Nick and Zack's Investments Worked Out Well

16:12 • 2min

8

The Grahamian Approach to Investing

18:10 • 3min

9

The Power of Price Discipline

21:39 • 3min

10

The Importance of Long Runways

24:50 • 2min

11

The Three-Legged Stool

27:15 • 2min

12

The Magic of Compounding

29:28 • 3min

13

How to Sell When Things Are Egregiously Overpriced

32:28 • 4min

14

How to Handle Happy Problems

36:52 • 2min

15

The Importance of Finding Competent People

38:36 • 5min

16

The Paradox of Buying and Holding

43:27 • 2min

17

The Importance of Investing in a Large Pool of Stocks

45:09 • 2min

18

The Importance of Cerratic in Real Estate

47:01 • 2min

19

How to Develop Confidence in Your Business

49:16 • 2min

20

The 12 Successes of Ajit Jayan

51:18 • 2min

21

How to Be a Great Bookie

53:06 • 6min