He's got actually a great track record from what im told - the thesis makes sense and he articulated it well but parts of that nterview are awkward. looksl ike the interviewer didnt do his hw

Is this dude reading off a script or is he just incredibly nervous? doesn't ring confidence.

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thank you mr mohnish, i was see your video 2 years ago and i jump in meta from 180 until 100 and keep buying it all the down side trend

" Biedronka " - the right spelling.

This is absolutely fabulous...have to make notes from these !!

Roli is a rock star!!!

this is today 13$.

Excellent questions covering large grounds. Mohnish as always broad and simple explanations.

Really good conversation!

What Monish says about coal power shows that he clearly does not understand much about externalities in macro economic systems. He claims that it is "irrational" to phase out coal power because it has served civilisation well in the past and therefore should be expanded. This is a very foolish argument. Coal power is by far the most pollutive power source and just because it served the western world's welfare well 50 years ago when world population was half of today with much lower per capita power consumption, it does not tell us anything about the question how we should satisfy worlds massive energy demand in the future. Scientific facts tell us that an ever increasing coal power genertaion will harm the natural system massively and therefore the economic costs will likely be a multiple of the economic benefits. That is why China and western countries are phasing out coal power gradually. He also seem to have not much knowledge about base load management. Does not even mention natural gas that has 50% lower emissions per kWh than coal, is widely avaialble and can even serve for peak load supply as well, which coal cannot and becomes more and more important in todays energy systems. Please, Monish, you are a great investor but dont talk about things you have never really put effort in to study them. If you would understand a little bit about the science of planetary boundaries you would not come to the conclusions about coal power that you state here because your argument is compeletely irrational, both from a macro economic perspective as well as from a technology perspective. Stay in your circle of competence! That principle should ideally go beyond questions related to stock market investing. Which I consider a rather simple science compared to natural science and engineering.

I love the presentation. Great, clear, dare I say brilliant, thinking!

So far energy sources have only been added throughout human history. None have been removed. Even wood burning is still used to generate energy in some countries.

You guys got to get the sound right

*promosm* 🙌

It's a KZfaq inverse ratio. The less views, the more valuable. 😅

This conversation is worth $1,000,000.

sold ! amazing business. I wonder if you're considering an expansion of dino into ukraine in post war times ?

Great presentation, thank you

NEO is making blockchain NET ETHER OPERATING Systems with Pixel BarCode push of Ether with you in mind. Peter is stuck in HEATH. Heath of Heathens. Probably about Dark Knight.

Great vid. Thank you

What a horrible inhumane business to invest in. I don’t want to make money off of medical research on Monkeys 🙈 and other primates. What happens to these animals after they are experimented on?

The more I listen to Mohnish, the better I like him. He is without ego as are most great investors, and is very well read. He does his research and thinks about all the metrics while looking at different businesses.

interesting for a conservative well managed company, they have significant debt compared to cash on hand?

Past two years have sucked. I’ve had shares longer than that. Been down a while

Terrible audio

Where are the timestamps?

Timestamps would be useful to help organize a 7 hour video.

sumzero host needs a new camera... thats some 2012 quality video

Timestamps would be great. Thanks

When were these interviews done?

How do most of you guys still make profit, after retirement and increasing life standards

How will market coupling of power exchanges in india will affect IEX?

very good interview with great questions. Nolan is very genuine and up front. Like the company more with each interview he does.

Letter to the Oportun Board of Directors went out 3/29/2023, but there has been just a delayed change. It seems that a 4% position is not enough leverage to effect change. I agree with all Brian says, but this seems to be a situation where being right does not make you money. Maybe a buyout will save it. I wonder how their relationship with customers is these days.

Interesting

Can we get an update after all the new SEC regulations? If these tokens are not securities, then they are 'company scrip'. No sophisticated investor would buy company scrip, unless they're a VC selling to retail. Would love to get an update from M31 capital on this.

is new invesment Aefes? written on twitter

Great conversation! Subscribed but please get a better internet connection 😅

I just looked at a 5 year chart of sandstorm and it looks like a gold ETF with downs syndrome.

reysas being pumped by pabrai, again, who wouldve known?

All this talk sounds Good, but talk is cheap until Dividend increases and Share price reflect value.

Good interview!

Interesting to hear/see how relatively unsophisticated a smart generalist investor can be. It bodes well for the future when the big money crowd finally becomes aware of the opportunity and starts educating itself on the PM sector, let alone on the superior intricacies of the royalty model: la crème de la crème!

Every call with Nolan brings a couple of new excellent insights and interesting stories about this wonderful business model and great company.

What’s their track record.

is that guy on the left seriously wearing that? 🤡 mate show some respect for the audience

Thank you

Been in this biz since 1981, I love that not only does Judd know wth he's talking about, he and his clients are long 4%+ of the Co. I have been a fan of $CANO since it fell below $3 Insiders have been livid that $CANO has been mis managed and all are keen on holding shares and moving management to do everything possible (aside from mainlining Viagra) to "get it up"