Mohnish Pabrai's Presentation and Q&A at the Boston College on October 27, 2022
Mohnish Pabrai's Presentation and Q&A with students at the Boston College on October 27, 2022
- (00:00:00) - Introduction
- (00:02:16) - The Uber Cannibals Investing Framework
- (00:27:30) - Henry Singleton - The ultimate Uber Cannibal
- (00:36:56) - The magic of buybacks
- (00:43:48) - Investing in a high interest rate environment
- (00:46:58) - Rules for philanthropy vs. capitalism
- (01:01:16) - Figuring out intrinsic value
- (01:10:09) - Creative destruction in capitalism
- (01:18:11) - Mental models
- (01:22:27) - Active vs. Passive Investment Management
- (01:25:54) - Investing in global markets
- (01:44:08) - Advice for students
