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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: If you prefer reading over listening, here is the transcript. 
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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: If you prefer reading over listening, here is the transcript.  |
Mohnish PabraiMohnish Pabrai is the founder and Managing Partner of the Archives
September 2024
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