Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023
Chai with Pabrai18 Joulu 2023

Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023

Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023.

(00:00:00) - Introduction

(00:02:58) - Moody’s Manual

(00:08:11) - Japan Company Handbook

(00:12:00) - Buffett’s Amazing Five Japan Bets

(00:16:23) - Lessons in investing: Search for anomalies

(00:17:59) - Peter Kiewit and Sons

(00:21:35) - ADP vs. Exxon

(00:28:24) - IPSCO

(00:32:43) - Rain Industries

(00:35:11) - Reysas

(00:41:10) - Fiat Chrysler; Ferrari

(00:47:56) - Narrowing the investing universe; JetBlue Airlines

(00:53:17) - Thou shall not use Excel

(00:54:49) - Pulak Prasad: No leverage

(00:59:05) - GM vs. Fiat Chrysler

(01:01:30) - Steve Rattner

(01:07:31) - Investing in distressed industries

(01:11:39) - Error rate in investing

(01:14:15) - TransTech

(01:20:01) - My Owner's Manual

(01:24:19) - Investing in Turkey

(01:26:18) - Coca-Cola Icecek

(01:34:40) - Learnings from Buffett and Munger

(01:38:55) - Micron

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