lystn

Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022

(00:00:00) - Introduction
(00:05:47) - Selecting an investing manager
(00:09:03) - Rain Industries
(00:12:01) - You need a rope to get out of deep wells
(00:14:33) - Investing in Türkiye
(00:18:33) - Active vs passive investing
(00:24:18) - Reysas
(00:26:49) - Let fundamentals instruct us, not stock price
(00:29:46) - Pre-Investment checklist
(00:31:26) - IBM
(00:36:12) - Alternative investments
(00:39:06) - Due diligence in emerging markets
(00:42:16) - Approach to philanthropy
(00:46:31) - Value vs. Growth investing