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.

I enjoyed my discussion with the members of YPO Gold at Nairobi, Kenya on compounding being the eighth wonder of the world, especially with an example of the Manhattan deal by Native Americans. I talked about intrinsic value of stocks, my investments in Turkiye, and other global opportunities.

Enjoy!

‍https://www.youtube.com/watch?v=QJNB_CC-PDk

‍Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.

I enjoyed my discussion with the students at the William & Mary College on investing in oligopolies especially with an example of Micron Technologies. I talked about destination analysis with long-term view on stocks and a good model for running a charity organization.

Enjoy!

‍https://www.youtube.com/watch?v=j3U0tb-1zSU

‍Here is the link to the podcast:

• Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.

I enjoyed my discussion with Professor Arvind Navaratnam's class at the Boston College (Carroll School of Management) and Harvard Business School on Uber Cannibals Investing Framework. I talked about intrinsic values, stock buybacks and my approach towards investing in global markets.

Enjoy!

‍https://www.youtube.com/watch?v=_h10aNEQK50

‍with the Presentation slides here. ​

Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.

I enjoyed my session at the University of California at Irvine's Paul Merage School of Business. I talked about five decisions by Warren Buffett and Charlie Munger over a 20-year period (1968 - 1988) that moved the needle for Berkshire. I also talked about some of the intense difficulties that Warren Buffett and Charlie Munger faced along the way.

Enjoy!

‍https://www.youtube.com/watch?v=bLjoL5zhBxA

‍Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.‍

I enjoyed my talk at the University of California, Irvine. I talked about the Coca-Cola model, mental models and reactions by humans and investing styles.

Enjoy!

‍https://www.youtube.com/watch?v=jfxOvdiac94​

Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.

I enjoyed my interview on value investing with Siddharth Singhai at Ironhold Capital. I talked about intrinsic values, Phillip Fisher's Scuttlebutt method of investing and my approach to moats.

Enjoy!

‍https://www.youtube.com/watch?v=rzXG8pUg4sM​

Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.

I enjoyed my interview on value investing with Mis Propias Finanzas. I talked about my lunch with Warren Buffett, analyzing an investment and my favorite book.

Enjoy!

‍https://www.youtube.com/watch?v=rzXG8pUg4sM​

Here is the link to the podcast:

• Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.

I very much enjoyed this recent Q&A session with the students at the Asian Institute of Technology in Bangkok. We talked about Rakesh Jhunjhunwala's investing career, Uber Cannibals and investing in China.

Enjoy!

‍https://www.youtube.com/watch?v=wz8N5CkTA2w

‍Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

I enjoyed my talk with CFA Society of Mexico on Multibaggers. We discussed different styles of investing, active fund management industry and the future of value investing.

Enjoy!​

‍https://www.youtube.com/watch?v=MYR0tWgstMI

‍If you prefer reading over listening, here is the transcript.