Mohnish Pabrai’s Q&A with London School of Economics on January 18, 2023

Mohnish Pabrai’s Q&A with London School of Economics on January 18, 2023

(00:00:00) - Intro

(00:01:09) - Durable Moats

(00:04:34) - Coca-Cola

(00:08:05) - Apple

(00:08:59) - Burlington Northern Railway

(00:11:04) - Patience is your most valuable asset

(00:14:47) - The Quest for 100 baggers

(00:16:15) - Charlie’s greatest investing mistake: Belridge Oil

(00:19:33) - Reysas

(00:25:36) - Japan Company Handbook

(00:30:15) - Circle of competence

(00:32:35) - Margin of safety

(00:32:57) - Be unreasonable

(00:34:18) - Be an independent thinker

(00:35:52) - Cloning ideas

(00:40:07) - Thou shall never use Excel!

(00:41:28) - Charlie’s mental models

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