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Chai with Pabrai

Mohnish Pabrai Lecture at Harvard University - April 7, 2020

11 Jan 2023

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Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University April 7, 2020 (00:00:00) - Introduction (00:04:40) - Purchase of Stonetrust Insurance (00:8:30) - Insurance Business Model (00:11:05) - Sale of Stonetrust Insurance (00:22:47) - Valuing an Insurance company (00:25:12) - Being a harsh grader (00:30:40) - Circle of Competence (00:42:03) - Start early with investing (00:55:48) - Improving your Circle of Competence (01:02:58) - Learnings from investment mistakes (01:09:54) - Value Investment Categories (01:29:16) - Probability estimation for outcomes (01:34:28) - Philip Fisher's Scuttlebutt method (01:37:10) - Munger's advice on sharing Investment ideas (01:42:20) - Human response to Economy  

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