Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022

Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022


(00:00:00) - Introduction

(00:05:47) - Selecting an investing manager

(00:09:03) - Rain Industries

(00:12:01) - You need a rope to get out of deep wells

(00:14:33) - Investing in Türkiye

(00:18:33) - Active vs passive investing

(00:24:18) - Reysas

(00:26:49) - Let fundamentals instruct us, not stock price

(00:29:46) - Pre-Investment checklist

(00:31:26) - IBM

(00:36:12) - Alternative investments

(00:39:06) - Due diligence in emerging markets

(00:42:16) - Approach to philanthropy

(00:46:31) - Value vs. Growth investing