Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024
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- เผยแพร่เมื่อ 5 มิ.ย. 2024
- Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.
00:00:00 Introduction
00:01:25 Berkshire's 12 great decisions
00:04:49 Burlington Northern Railways
00:07:46 See’s Candies: Berkshire’s big home run!
00:12:45 Evolution of my investment philosophy
00:16:01 Berkshire without Charlie
00:20:03 Be a harsh grader
00:21:46 Auto dealership business; OEMs vs. EVs
00:25:35 Evaluating a business
00:28:46 Met-coal
00:31:15 IPSCO vs. CONSOL
00:39:03 Circle of competence
00:41:05 Diversification of portfolio
00:44:09 Start your journey early
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Mohnish, thank you for uploading on TH-cam. These sessions are invaluable❤❤
Thank you for sharing
I feel so lucky to be a part of Net Generation.
So we can learn from you in an easy way.🎉🎉
Same with me
I so want to work for Mohnish! Would be fun to learn from him and work for him. Greetings from LA
Revux potential, echoing in the corridors of crypto curiosity! The buzz and discussions surrounding Revux create a resonating echo of curiosity, capturing the attention of those eager to explore its potential.
गुरू जी प्रणाम
Revux journey, an inspiration for crypto enthusiasts!
Cancel my meetings and clear my schedule … time to listen and learn from one of the best
Lucky to find a person like u
Thanks Mohnish for sharing valuable information.and Happy Holi.
Thank you for your enlightenment and wisdom ❤😊
Revux impact, a hidden melody in the crypto symphony! The transformative potential of Revux resonates as a melody, subtly shaping the evolving narrative within the dynamic world of cryptocurrencies.
Mohnish is almost at 100,000 subscribers!!! Keep it up Mohnish! You can hit 1,000,000!!!
Two friends- Mohanish ( best in idea generation & marketing) + Guy spier ( best in holding mohanish tips ).
Thank you for sharing Mohnish 🎉😊
Thank you
Big Mohnish. Thank you very much, very helpfull
nice sharing, nice music
Thank you Sir
Always learning something from Mohnish! /G
Thanks Mohnish sir
Truly outstanding
Revux believers, navigating the crypto landscape with confidence! The collective confidence and belief among Revux enthusiasts contribute to a positive and supportive community, fostering a sense of resilience.
Both Munger and Buffet have said a few times that their approach will be a little different if their investment size was much smaller than their usual one. Can you share your thoughts on how a smaller investor can think differently?
😂😂 fish in the microCap, smallCap and MidCap pond. Requires A LOT of work (Mohnish gave a clue here @ 7:27). Use dataroma to screen for all the Small and MidCap that occur most frequently. Look at CPRT TDG ORLY CASY WCN. 😊😊 Or drink Mohnish’s cool aid (Chai). Become a “shameless cloner”
I believe I remember him saying he would increase the prices on December 26th of each year, not January 1st. I personally witnessed this when I worked in the mall one holiday season. On Xmas Eve, it was one price and two days later it was more expensive. Not by much, but by enough to notice especially for someone like me who was looking for it.
Nice!!
🤝🤝🤝🙏
Trying to be Eklavya !!
Did Monish horse trade the Turkish warehouses for Appalachian coal mines? Am I hearing this correctly?
Mohnish, thanks for the videos and the podcast. I listen and watch everyone!!!
Your channel is orgasmic Mohnish, maybe it’s just me 😂
Shannon Frizell should have received a red card for intentional foul play on Bongi.
Mr pabrai you start a contest for all international participation nnd win price $10MD🏁💠
Thungela Resouces limited
17:19 that costco joke😂
Mr. Pabrai you have a loyal group of followers and “shameless cloners”. Would like to have Ethiopian coffee with you someday.
Whats up with the noodles ☺
I was wondering the same thing. Lol! Who slurps noodles during class? That would of been so frowned upon when I went to school.
I can't understand what he said at 13:14 . Something like 'I was a ........ ......... investor"
Munger-esque investor
So meaning looking for a great business at a fair price and then he switched (at that point in time) to a Graham style (cigar butts) because that's where he was finding the opportunities. Hope this helps
Richard Heart the new Warren Buffett 🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢
Why is there no meat on Apple, while Mohnish’s guru (Warren) has Apple as his biggest holding?
But, will warren invest today if he wants to go big?
buy wbd!
Who found some auto dealerships?
AB try was either a forward pass or a knock-on, depending on how you wish to interpret the play. No try...final score should have been SA 12 - AB 6. Well done SA....better luck next World Cup AB, and please stop your crying.