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Knowledge Speakers Series May 12, 2021
(00:00:00) - Introduction
(00:04:03) - Value vs Growth Investing
(00:29:23) - Investments in India
(00:38:25) - Learnings from Warren Buffett and Charlie Munger
(00:43:19) - Dakshana Foundation
(00:48:18) - Impact of COVID on businesses
(00:52:03) - Indian hotels business
(00:56:28) - What’s a great business?
(00:58:17) - How to select Best Value Proposition?
(01:07:58) - Unicorns in India
(01:12:57) - Mohnish’s schedule
(01:17:31) - Death and Rebirth business
(01:23:03) - India’s growth and market
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode