Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024

Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.

(00:00:00) - Introduction

(00:01:28) - Berkshire's 12 great decisions

(00:04:52) - Burlington Northern Railways

(00:07:49) - See’s Candies: Berkshire’s big home run!

(00:12:48) - Evolution of my investment philosophy

(00:16:04) - Berkshire without Charlie

(00:20:06) - Be a harsh grader

(00:21:49) - Auto dealership business; OEMs vs. EVs

(00:25:38) - Evaluating a business

(00:28:50) - Met-coal

(00:31:18) - IPSCO vs. CONSOL

(00:39:06) - Circle of competence

(00:41:08) - Diversification of portfolio

(00:44:12) - Start your journey early

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