Session with Ashoka Investment Club on April 22, 2025

I enjoyed my session with students at the Ashoka Investment Club. I talked about Charlie Munger's mental models and how they provide an edge in various phases, impact of macro-economic factors in investing, and focusing on circle of competence in investing.

Enjoy!

‍www.youtube.com/watch?v=YBinkgDRPHo​

Here is the link to the podcast:​

• Apple Podcasts
• Spotify

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

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