University of Oxford

Sponsored by the Oxford Alpha Fund

October 19, 2021

(00:00:00) - Introduction

(00:01:05) - Dhandho, Patels & Motels

(00:08:20) - Capitalism is Brutal (Peter Theil)

(00:10:32) - Business Monopolies

(00:17:40) - Reysaş in Turkey

(00:23:51) - Shorting

(00:27:45) - Managing one’s own psychology

(00:32:32) - Inner and outer scorecards

(00:35:03) - Meeting Warren Buffett

(00:43:20) - Old too soon wise too late – Charlie Munger

(00:48:55) - Cloning