Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.

00:00:00 Introduction
00:01:25 Berkshire's 12 great decisions
00:04:49 Burlington Northern Railways
00:07:46 See’s Candies: Berkshire’s big home run!
00:12:45 Evolution of my investment philosophy
00:16:01 Berkshire without Charlie
00:20:03 Be a harsh grader
00:21:46 Auto dealership business; OEMs vs. EVs
00:25:35 Evaluating a business
00:28:46 Met-coal
00:31:15 IPSCO vs. CONSOL
00:39:03 Circle of competence
00:41:05 Diversification of portfolio
00:44:09 Start your journey early

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