
Aswath Damodaran: Globalization Backlash
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
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During one of the recent meetings at the Columbia Student Investment Management Association (called CSIMA), Mohnish Pabrai gave a talk on several investment topics covering topics such as Berkshire Hathaway, Burlington Northern Railroad, his investment thesis on metallurgical coal.
During the interview he’s also asked by a student how his own investment philosophy has changed over the years and since his publication of the Dhandho investor many years ago. The short version is:
On a broader basis I this is how I think my journey was: Munger, Graham and Munger.
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