Mohnish Pabrai's Presentation and Q&A at the Boston College on October 27, 2022
Chai with Pabrai · Mohnish Pabrai
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Show Notes
Mohnish Pabrai's Presentation and Q&A with students at the Boston College on October 27, 2022
(00:00:00) - Introduction
(00:02:31) - The Uber Cannibals Investing Framework
(00:27:45) - Henry Singleton - The ultimate Uber Cannibal
(00:37:10) - The magic of buybacks
(00:44:03) - Investing in a high interest rate environment
(00:47:12) - Rules for philanthropy vs. capitalism
(01:02:30) - Figuring out intrinsic value
(01:10:23) - Creative destruction in capitalism
(01:18:24) - Mental models
(01:22:41) - Active vs. Passive Investment Management
(01:26:08) - Investing in global markets
(01:44:22) - Advice for students