I very much enjoyed my first ever talk to students in China. Peking University's Guanghua School of Management is the best of the best. Prof, Jiang Guohua's Value Investing Course is the first such course ever offered in China. This talk was sponsored by Himalaya Capital.
Update on Nov. 21, 2016
The best things in life are free. A well-wisher (and die-hard fan of this video) took it upon himself to transcribe the entire video at his cost! This generous fan sent it to me to share as I saw fit. Please note that this is an “automated transcript” that has had virtually no editing. So, here it is, typos and all:
Transcript of Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) -
Oct 14 2016
Here is the link to the podcast:
11/14/2016 03:04:20 pm
Excellent talk. You do a great job of simplifying investment theses. Does President elect Donald Trump change your expectations regarding Fiat? I don't think he'all ruin the world...but might slow things down.
11/14/2016 03:17:55 pm
Thanks for the nice note Ryan. I rarely discuss portfolio holdings, so will take a pass on that.
11/15/2016 12:50:07 am
11/15/2016 12:58:49 am
Sorry above mentioned comments was for "A Blast from the Past - The Many Ways to Compound" ..:)) mistakenly posted here.
11/15/2016 03:05:14 am
Thanks for sharing Sir. You make it sound so simple.
11/16/2016 04:35:53 am
Great talk Mohnish. I wonder about Charlie's bust. Was this tailor made or is there a way how I could get a copy?
11/16/2016 06:11:22 am
It was custom made by India's best bust maker. We auctioned off 2 of these a few years ago on EBay and proceeds went to The Dakshana Foundation.
11/17/2016 01:13:15 am
Thanks for your response Mohnish. The auction is still trackable:
11/28/2016 11:48:04 pm
11/17/2022 07:15:12 pm
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