

Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
Mar 13, 2024
In the podcast, they discuss tech giants like Google and Microsoft, a dinner with Bill Gates, investing in coal, challenges faced by auto OEMs, a high office vacancy rate, macroeconomic factors, and insights on Charlie Munger's partnership with Warren Buffett.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Tech Giants' Lean Operations and AI Strategies
02:14 • 10min
Acquisition of Amati Airport and Investment Portfolio Insights
12:21 • 13min
Analysis of Auto OEMs and Tesla's Margin in Relation to EV Transition
25:23 • 2min
Investment Confidence and Market Challenges
27:19 • 18min
Insights on Charlie's Partnership and Risk-Taking
45:10 • 3min