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

00:00:00 Introduction
00:03:53 Manhattan deal by American Indians in 1626; The Rule of 72
00:08:43 My daughter’s introduction to compounding
00:11:01 The Three pillars of compounding
00:13:08 Berkshire’s dozen truly great decisions
00:15:31 See's Candies vs. Coca-Cola
00:19:35 Rakesh Jhunjhunwala
00:22:40 ROI on tech businesses
00:24:53 Reysas
00:28:02 Coke's global bottling businesses; Varun Beverages
00:33:33 Growth vs ROCE
00:35:34 Investing in index funds
00:36:38 Be fearful when the world is greedy, be greedy when the world is fearful
00:43:28 Investing in Coal
00:48:47 Investing Lessons from Robert Caro
00:52:44 Selling a stock
00:56:27 Heinz, See's Candies & Coke


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