University of Oxford

Sponsored by the Oxford Alpha Fund

October 19, 2021

(00:00:00) - Introduction

(00:01:08) - Dhandho, Patels & Motels

(00:08:25) - Capitalism is Brutal (Peter Theil)

(00:10:42) - Business Monopolies

(00:17:51) - Reysaş in Turkey

(00:24:00) - Shorting

(00:27:51) - Managing one's own psychology

(00:32:40) - Inner and outer scorecards

(00:35:14) - Meeting Warren Buffett

(00:43:33) - Old too soon wise too late – Charlie Munger

(00:49:56) - Cloning