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

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

(00:00:00) - Introduction

(00:02:22) - Buffett’s 2022 Shareholder Letter

(00:03:25) - Berkshire’s dozen truly great decisions

(00:07:16) - Naspers; Tencent

(00:12:14) - Rakesh Jhunjhunwala; Titan

(00:14:56) - Nick Sleep; Amazon

(00:18:39) - Ben Graham; Geico

(00:20:20) - Walmart vs. Nifty 50

(00:23:37) - Buffett's Coke investment

(00:26:35) - Chuck Akre's Three-legged stool

(00:29:51) - Compounding is the 8th wonder of the world

(00:33:47) - Silicon Valley Bank

(00:36:37) - Reysas

(00:38:38) - Identifying great businesses

(00:44:02) - Investing in Turkey

(00:47:06) - Seritage

(00:48:29) - Start specializing at the age of 11

(00:50:39) - Circle of competence

(00:52:37) - Ajit Jain

(00:57:18) - Index Investing