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I enjoyed my discussion with the members of EO Kenya on compounding being the eighth wonder of the world with an example of the Manhattan deal by Native Americans. I talked about Munger's investing decision on Belridge Oil in 1974, the circle of competence and active investing model. Enjoy! If you prefer reading over listening, here is the transcript. 
2 Comments
Mohnish Fanboy
1/12/2023 05:43:45 am
Thank you very much. Read the transcript. Loved to read about the 72 rule and the markets in Turkey (pretty interesting). A little bit like a "bazaar". Stay healthy and happy new year 2023. 2/21/2023 12:48:38 pm
I’ve read some good stuff here. Definitely worth bookmarking for revisiting. I surprise how much effort you put to create such a great informative website. Leave a Reply. |
Mohnish PabraiMohnish Pabrai is the founder and Managing Partner of the Archives
May 2023
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