I very much enjoyed giving my lecture “Great Businesses vs. Great Investments” to the students of Peking University's Guanghua School of Management in Irvine. We discussed my stock picking games with Guy Spier and other investors, my love of shamelessly cloning, and the ten commandments of investment management.
The presentation included a rich Q&A session on a diverse set of topics. Enjoy!
Here is the link to the podcast:
If you prefer reading over listening, here is the transcript.