Recent Pabrai Presentation

The Uber Cannibals

Mohnish Pabrai’s Presentation and Q&A with students at the Boston College on October 27, 2022

Introduction
The Uber Cannibals Investing Framework
Henry Singleton - The ultimate Uber Cannibal
The magic of buybacks
Investing in a high interest rate environment
Rules for philanthropy vs. capitalism
Figuring out intrinsic value
Creative destruction in capitalism
Mental models
Active vs. Passive Investment Management
Investing in global markets
Advice for students

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