Mohnish Pabrai’s Q&A with London School of Economics on January 18, 2023

Mohnish Pabrai’s Q&A with London School of Economics on January 18, 2023 |

00:00:00 Intro
00:01:01 Durable Moats
00:04:27 Coca-Cola
00:07:57 Apple
00:08:52 Burlington Northern Railway
00:10:57 Patience is your most valuable asset
00:14:40 The Quest for 100 baggers
00:16:08 Charlie’s greatest investing mistake: Belridge Oil
00:19:27 Reysas
00:25:30 Japan Company Handbook
00:30:09 Circle of competence
00:32:28 Margin of safety
00:32:51 Be unreasonable
00:34:12 Be an independent thinker
00:35:46 Cloning ideas
00:40:01 Thou shall never use Excel!
00:41:22 Charlie’s mental models

Please Note: The image in the thumbnail is an image of an actual Belridge Oil Well Identifier plate from the 1970s.

The contents of this transcript are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax, or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.