Show Notes
This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club (00:00:00) - Introduction (00:02:47) - Changes in our Economy post-COVID (00:08:21) - Entrepreneur's Advantage (00:15:11) - Advise to New Investors (00:19:37) - Inner Scorecard (00:24:09) - Evaluating Management (00:30:42) - Investment in Graftech (00:38:56) - Portfolio Construction (00:43:46) - Mumbai Real Estate (00:49:27) - Impact of Exchange Rate on Investments (00:52:51) - Learnings from Nick Sleep
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Professor Jiang Guohua's Students "Compounding with the Spawners" (00:00:00) - Introduction (00:04:41) - Choices for an investor (00:09:58) - The Path to Multi-Baggers (00:13:35) - Spawners (00:30:40) - The $50 Billion Rule (00:33:57) - Pabrai Spawning rules (00:36:46) - Set it and forget it (00:42:58) - Conglomerates vs. Spawners in Emerging Markets (00:43:52) - Fake Spawners (01:06:27) - Core traits of Spawners (01:19:12) - CMGI (01:22:54) - When wealth is lost (01:25:24) - Costco; Seritage (01:29:18) - Entrepreneur's Advantage (01:33:07) - Leverage and Debt