Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023 Chai with Pabrai

Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023.
 
(00:00:00) - Introduction

(00:01:57) - When to sell a stock; Amazon

(00:09:00) - Starting Pabrai Investment Funds

(00:13:35) - Berkshire's Twelve great decisions

(00:16:25) - Berkshire's Japanese investments

(00:20:52) - Identifying compounders

(00:26:07) - Charlie's mental models

(00:27:41) - Association tendency – Coca-Cola

(00:29:32) - Human reciprocation tendency

(00:34:09) - Cloning: Chipotle vs. Baja Fresh

(00:38:06) - Steve Rattner: Overhaul

(00:45:07) - Fiat Chrysler

(00:47:25) - NVR

(00:49:45) - Bridge vs. Investing

(00:55:34) - The Dakshana Foundation