Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023.

(00:00:00) - Introduction

(00:04:52) - Coca-Cola Icecek vs. Varun Beverages

(00:05:45) - Varun Beverages

(00:12:47) - Anadolu Efes & Coca-Cola Icecek

(00:28:07) - Investing in Turkiye

(00:33:02) - Reysas

(00:44:01) - Valuations matter - Microsoft (1999-2015) & Coca-Cola (1998-2011)

(00:49:30) - Thou shall not have an investing team

(00:54:08) - Portfolio sizing

(00:55:31) - TAV Airports

(01:03:28) - Investing in China

(01:05:49) - Selling a stock; Varun Beverages

(01:07:56) - Dividends: EFES

(01:09:03) - Currency risk with Coca-Cola Icecek

(01:11:47) - Evaluation of a business

(01:16:23) - Dakshana

(01:24:15) - Macro-economic factors in Turkey

(01:29:05) - Fiat Chrysler

(01:30:56) - Ferrari: The most Incredible Moat

(01:42:49) - Investing in global markets

(01:45:22) - Friendship with Charlie and Warren

(02:02:24) - Rick Guerin

(02:16:52) - Nick Sleep

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Presentation and Q&A at FLAME University on December 25, 2023

Chai with Pabrai