Mohnish Pabrai’s Q&A at the Mendoza College of Business - University of Notre Dame on September 29, 2023.
00:00:00 Introduction
00:01:54 When to sell a stock; Amazon
00:08:58 Starting Pabrai Investment Funds
00:13:32 Berkshire's Twelve great decisions
00:16:22 Berkshire's Japanese investments
00:20:49 Identifying compounders
00:26:04 Charlie's mental models
00:27:40 Association tendency – Coca-Cola
00:29:30 Human reciprocation tendency
00:34:07 Cloning: Chipotle vs. Baja Fresh
00:38:03 Steve Rattner: Overhaul
00:45:04 Fiat Chrysler
00:47:22 NVR
00:49:42 Bridge vs. Investing
00:55:32 The Dakshana Foundation
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