

Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023
Jan 9, 2024
Mohnish Pabrai, renowned investor and founder of Pabrai Investment Funds, answers questions at Clemson University. Topics include auction-driven markets, Berkshire's PetroChina investment, anomaly-based investing, investing in Turkey, car dealerships, lunch with Warren and Charlie, and the benefits of concentrated holdings.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Investing in Petro-China
01:49 • 15min
The Great Business of Funeral Homes
16:33 • 4min
Using Value Line and 13 F Filings to Find Investment Opportunities
20:08 • 2min
Car Dealerships: Profit Margins and Industry Dynamics
22:05 • 16min
Understanding Portfolio Management and Concentrated Holdings
37:56 • 2min
Profitability of Soft Drink Bottling and Monopoly-Type Businesses, Regrets About Golf, and Positive Memories of Clemson University
39:54 • 3min