Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.)
May 1, 2019 at Irvine, California
Professor Jiang Guohua’s Students
“Great Businesses vs. Great Investments”
(00:00:00) - Introduction
(00:04:20) - Cloning
(00:07:42) - Great Businesses vs. Great Investments
(00:09:07) - Mastercard vs. Sunteck Realty
(00:22:55) - Motherson Sumi vs. Rain Industries
(00:36:32) - Warren Buffett's Coke Investment
(00:39:04) - Rain Industries
(00:50:42) - Rain Industries
(00:55:58) - Motherson Sumi
