Mohnish Pabrai's Session with YPO Delhi Chapter on July 9, 2024

(00:00:00) - Introduction

(00:03:56) - Manhattan deal by American Indians in 1626; The Rule of 72

(00:08:45) - My daughter’s introduction to compounding

(00:11:04) - The Three pillars of compounding

(00:13:11) - Berkshire’s dozen truly great decisions

(00:15:34) - See's Candies vs. Coca-Cola

(00:19:38) - Rakesh Jhunjhunwala

(00:22:43) - ROI on tech businesses

(00:24:56) - Reysas

(00:28:05) - Coke's global bottling businesses; Varun Beverages

(00:33:36) - Growth vs ROCE

(00:35:37) - Investing in index funds

(00:36:41) - Be fearful when the world is greedy, be greedy when the world is fearful

(00:43:31) - Investing in Coal

(00:48:50) - Investing Lessons from Robert Caro

(00:52:47) - Selling a stock

(00:56:30) - Heinz, See's Candies & Coke

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Mohnish Pabrai's Session with YPO Delhi on July 9, 2024

Chai with Pabrai