Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
发布时间 2024-03-14 14:26:10 来源
摘要
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024.
00:00:00 Introduction
00:01:02 Meta
00:03:56 Google vs. Microsoft
00:08:14 Dinner with Bill Gates
00:12:27 TAV Airport
00:20:20 Investing in coal; David Einhorn
00:25:20 Auto OEMs
00:27:13 Reysas
00:30:10 20% Office Vacancy Rate! A 45-year high!
00:33:29 Macroeconomic factors
00:36:55 Charlie Munger; LA Country Club
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