Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026.

(00:00:00) - Introduction

(00:01:43) - Checklist for an aspiring fund manager

(00:03:00) - Evaluating the company's management team

(00:03:56) - Micron; Oligopolistic market situations; Coke & Pepsi

(00:08:31) - The 1973-74 Nifty-Fifty crash; Walmart & The Walton Family

(00:13:57) - Investing in Turkey; Reysas

(00:24:33) - Kaspi

(00:29:00) - Portfolio concentration; The Walton Family & Bentonville, Arkansas

(00:32:59) - Constellation Software Services

(00:34:12) - Reysas Logistics & Reysas REIT

(00:39:15) - Do your own analysis; Jeff Bezos and Amazon

(00:43:45) - Learning from Charlie Munger

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