Aug 09 2024 62 mins 33
Mohnish Pabrai's Session with YPO Delhi Chapter on July 9, 2024
(00:00:00) - Introduction
(00:03:56) - Manhattan deal by American Indians in 1626; The Rule of 72
(00:08:45) - My daughter’s introduction to compounding
(00:11:04) - The Three pillars of compounding
(00:13:11) - Berkshire’s dozen truly great decisions
(00:15:34) - See's Candies vs. Coca-Cola
(00:19:38) - Rakesh Jhunjhunwala
(00:22:43) - ROI on tech businesses
(00:24:56) - Reysas
(00:28:05) - Coke's global bottling businesses; Varun Beverages
(00:33:36) - Growth vs ROCE
(00:35:37) - Investing in index funds
(00:36:41) - Be fearful when the world is greedy, be greedy when the world is fearful
(00:43:31) - Investing in Coal
(00:48:50) - Investing Lessons from Robert Caro
(00:52:47) - Selling a stock
(00:56:30) - Heinz, See's Candies & Coke
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