Fireside chat with Ben Graham Centre on October 14, 2025

I enjoyed my session with Ben Graham Centre at the 5th European Value Investing Conference. I talked about cloning as Charlie Munger's best mental model and its impact, effect of portfolio concentration on returns, and about the Dakshana Foundation being cloned from Super 30.

Enjoy!

‍www.youtube.com/watch?v=fW9j-mDNVt8​

Here is the link to the podcast:​

• Apple Podcasts
• Spotify

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