Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024.
(00:00:00) - Introduction (00:02:53) - Circle the Wagons (00:08:18) - Intrinsic Value vs. Owners' Intrinsic Value (00:16:47) - Starbucks (00:17:34) - Ken Langone: Home Depot (00:20:13) - Berkshire's 12 best decisions in 58 years; See's Candies vs Coca Cola (00:27:22) - Evaluating the management team (00:32:23) - Advice for young investors (00:33:48) - My educational journey (00:38:19) - Memories of Charlie (00:43:24) - Learnings from Charlie Munger (00:45:54) - Cloning is the best model; Chipotle (00:49:25) - Heads I win; Tails I don't lose much (00:51:46) - CONSOL Energy vs. IPSCO (00:57:01) - Value investing (00:59:05) - Impact of macro-economic factors (01:01:13) - Passing on value system to your kids (01:05:01) - Loss aversion: Minimizing risk (01:07:35) - Debt-free businesses are best (01:10:32) - Index investing (01:11:55) - Cryptocurrency (01:12:49) - Knowledge is cumulative The contents of this website are for educational and entertainment purposes only, and do not purport