Today Jason starts off wondering how anyone could possibly be a bad investor given how much information Charlie Munger, Warren Buffett, and Mohnish Pabrai have shared. Then he goes over some interesting insights Mohnish shared during the Q&A section of his recent Morningstar India talk (including commandment number eleven). And Jason closes the show by introducing the After Dinner Investor portfolio and some Fiat Chrysler talk.
Why Warren Buffett Is Big on Big Banks – Barron’s
Sergio Marchionne Profile – Wall Street Journal
After Dinner Investor Portfolio – After Dinner Investor
Mohnish Pabrai’s Ten Commandments Hang On My Wall Now – After Dinner Investor