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

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 00:03:51 Lunch with Warren 00:08:47 Buffett’s 2022 Shareholder Letter 00:17:00 “Circle the Wagons” approach to investing 00:19:26 The Nifty Fifty in 1970s 00:22:07 Rakesh Jhunjhunwala 00:24:53 How to “Circle the Wagons” 00:31:03 Finding a great business 00:33:15 IBM 00:38:52 Li Lu 00:47:02 Moutai 00:50:42 Evaluating management 00:53:31 Coca-Cola 00:56:00 Reysas 01:01:48 Circle of competence 01:03:41 John Arrillaga 01:06:28 Satyam Computers 01:10:25 Investing in China The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.