Mohnish Pabrai's Session with YPO Delhi on July 9, 2024

Mohnish Pabrai's Session with YPO Delhi on July 9, 2024

Mohnish Pabrai's Session with YPO Delhi Chapter on July 9, 2024


(00:00:00) - Introduction

(00:03:56) - Manhattan deal by American Indians in 1626; The Rule of 72

(00:08:45) - My daughter's introduction to compounding

(00:11:04) - The Three pillars of compounding

(00:13:11) - Berkshire's dozen truly great decisions

(00:15:34) - See's Candies vs. Coca-Cola

(00:19:38) - Rakesh Jhunjhunwala

(00:22:43) - ROI on tech businesses

(00:24:56) - Reysas

(00:28:05) - Coke's global bottling businesses; Varun Beverages

(00:33:36) - Growth vs ROCE

(00:35:37) - Investing in index funds

(00:36:41) - Be fearful when the world is greedy, be greedy when the world is fearful

(00:43:31) - Investing in Coal

(00:48:50) - Investing Lessons from Robert Caro

(00:52:47) - Selling a stock

(00:56:30) - Heinz, See's Candies & Coke


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