Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023

Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023.

00:00:00 Introduction
00:04:54 Coca-Cola Icecek vs. Varun Beverages
00:05:46 Varun Beverages
00:12:45 Anadolu Efes & Coca-Cola Icecek
00:28:07 Investing in Turkiye
00:33:02 Reysas
00:44:01 Valuations matter - Microsoft (1999-2015) & Coca-Cola (1998-2011)
00:49:30 Thou shall not have an investing team
00:54:08 Portfolio sizing
00:55:31 TAV Airports
01:03:28 Investing in China
01:05:49 Selling a stock; Varun Beverages
01:07:56 Dividends: EFES
01:09:03 Currency risk with Coca-Cola Icecek
01:11:47 Evaluation of a business
01:16:23 Dakshana
01:24:15 Macro-economic factors in Turkey
01:29:05 Fiat Chrysler
01:30:56 Ferrari: The most Incredible Moat
01:42:49 Investing in global markets
01:45:22 Friendship with Charlie and Warren
02:02:24 Rick Guerin
02:16:52 Nick Sleep

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