William & Mary College

October 26, 2021

(00:00:00) - Introduction

(00:02:16) - Learnings from Charlie Munger

(00:02:50) - Avoiding Self-pity

(00:07:12) - Investing 101

(00:08:31) - Buffett’s investing punch card

(00:15:07) - Circle of competence

(00:16:06) - Recruiting

(00:18:35) - Learning from mistakes

(00:21:41) - Startup Tips

(00:23:55) - Leverage

(00:25:40) - Adventures with Tech Cominco

(00:36:01) - DCF Models

(00:39:45) - Investment 102

(00:42:18) - Stonetrust Insurance

(00:47:09) - Dakshana Foundation

(00:49:59) - Philanthropy, high risk and return