Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

(00:00:00) - Introduction

(00:03:53) - Lunch with Warren

(00:08:49) - Buffett’s 2022 Shareholder Letter

(00:17:02) - “Circle the Wagons” approach to investing

(00:19:28) - The Nifty Fifty in 1970s

(00:22:08) - Rakesh Jhunjhunwala

(00:24:55) - How to “Circle the Wagons”

(00:31:05) - Finding a great business

(00:33:17) - IBM

(00:38:54) - Li Lu

(00:47:04) - Moutai

(00:50:44) - Evaluating management

(00:53:33) - Coca-Cola

(00:56:02) - Reysas

(01:01:50) - Circle of competence

(01:03:41) - John Arrillaga

(01:06:30) - Satyam Computers

(01:10:27) - Investing in China