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I very much enjoyed my session with the Value Investing Society at London School of Economics. I talked about Fiat Chrysler and the unusual operating model of Ferrari, future of EV's and when to sell a stock. Enjoy! https://www.youtube.com/watch?v=1xpY7-uyPqo Here is the link to the podcast: If you prefer reading over listening, here is the transcript. 
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I enjoyed my interview at Morningstar India's The Investor's Mind with Larissa Fernand. I talked about being a harsh grader while selecting your circle, how we handled the financial crisis and the inner vs. the outer scorecards. Enjoy! https://www.youtube.com/watch?v=gghOEu8u6pE Here is the link to the podcast: If you prefer reading over listening, here is the transcript.  I enjoyed my presentation and Q&A at the FLAME University, India. I talked about the operating model and growth of Coca-Cola Icecek and Varun Beverages, investing in Turkiye and other global markets and Fiat Chrysler's Ferrari. Enjoy! https://www.youtube.com/watch?v=A2vC2skCjCs You can see the presentation here. Here is the link to the podcast: If you prefer reading over listening, here is the transcript.  |
Mohnish PabraiMohnish Pabrai is the founder and Managing Partner of the Archives
December 2024
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