Mohnish Pabrai’s Q&A Session with MBA Students at Columbia Business School – March 18, 2021
Professor Anuroop Duggal’s Value Investing Class Columbia Business School Columbia University (00:00:00) - Introduction (00:03:46) - Laws of investing (00:06:24) - Following Warren Buffett (00:07:39) - Finding long term compounders (00:09:05) - Early-stage businesses (00:13:54) - 10 bagger business ideas (00:17:30) - Copart: From Junk to Gold (00:28:04) - Uber Cannibals (00:33:13) - Investing is a game of probability (00:36:43) - Ollies’ business model (00:40:28) - Relationship with other investors (00:47:38) - Marginal safety (00:51:42) - My 401k plan (00:54:35) - Businesses are fragile (00:57:08) - Dakshana Foundation