Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023 (00:00:00) - Introduction (00:02:22) - Buffett’s 2022 Shareholder Letter (00:03:25) - Berkshire’s dozen truly great decisions (00:07:16) - Naspers; Tencent (00:12:14) - Rakesh Jhunjhunwala; Titan (00:14:56) - Nick Sleep; Amazon (00:18:39) - Ben Graham; Geico (00:20:20) - Walmart vs. Nifty 50 (00:23:37) - Buffett's Coke investment (00:26:35) - Chuck Akre's Three-legged stool (00:29:51) - Compounding is the 8th wonder of the world (00:33:47) - Silicon Valley Bank (00:36:37) - Reysas (00:38:38) - Identifying great businesses (00:44:02) - Investing in Turkey (00:47:06) - Seritage (00:48:29) - Start specializing at the age of 11 (00:50:39) - Circle of competence (00:52:37) - Ajit Jain (00:57:18) - Index Investing