Mohnish Pabrai at Annual Morningstar India Conference - Oct. 24, 2018
Chai with Pabrai10 Helmi 2023

Mohnish Pabrai at Annual Morningstar India Conference - Oct. 24, 2018

Mohnish Pabrai gives the keynote speech at the 8th Morningstar Investment Conference in Mumbai, India on October 24, 2018 and discusses the 10 Commandments of Investment Management.

(00:00:00) - Introduction

(00:02:05) - Commandment 1: Thou shall not skim off the top

(00:04:21) - Commandment 2: Thou shall not have an investing team

(00:06:24) - Commandment 3: Thou shall accept that thou shall be wrong at least 1/3rd of the time

(00:07:47) - Commandment 4: Thou shall look for hidden P/E of 1 stocks

(00:09:28) - Rain Industries

(00:11:11) - Commandment 5: Thou shall never use Excel

(00:12:06) - Commandment 6: Thou shall always have a rope to climb out of deepest wells

(00:17:53) - Commandment 7: Thou shall be singularly focused like Arjuna

(00:20:18) - Commandment 8: Thou shall never short

(00:21:43) - Commandment 9: Thou shall not be leveraged. Neither a lender nor a borrower be

(00:23:43) - Commandment 10: Thou shall be shameless cloner

(00:24:08) - Lunch with Buffett

(00:26:41) - Inner scorecard vs. outer scorecard

(00:27:42) - Portfolio concentration

(00:29:21) - Growth vs. value investing

(00:30:56) - Motherson Sumi

(00:31:36) - Invest in growing pies

(00:34:53) - Fee structure

(00:37:24) - Investing in India

(00:39:44) - Poor Charlie's Almanack

Jaksot(119)

Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022

Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022

Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022 (00:00:00) - Introduction (00:03:15) - Buying Manhattan from the Native American Indians in 1626 (00:10:05) - My daughter's investment journey with compounding (00:12:51) - Active vs. Passive Investing (00:19:51) - Error rate in investing (00:26:12) - Reysas (00:29:41) - TAV Airports (00:31:43) - Circle of competence (00:35:45) - Macroeconomic factors (00:39:51) - When to sell a stock (00:44:11) - Intrinsic Value (00:46:25) - Global investment opportunities (00:54:06) - Too hard pile (00:58:24) - TAV business model (01:02:31) - Learning from mistakes (01:07:20) - The Dakshana story

2 Maalis 20231h 12min

Fireside Chat with Jeff Pintar on Mohnish Pabrai's lifetime Blackjack ban at a Vegas Casino on May 21, 2020

Fireside Chat with Jeff Pintar on Mohnish Pabrai's lifetime Blackjack ban at a Vegas Casino on May 21, 2020

Jeff Pintar, CEO of Pintar Investment Company, and Mohnish Pabrai discuss what the world may look like post-Covid 19 and the current investment landscape. Jeff and Mohnish also have some banter about the lifetime ban Mohnish received in 2019 from playing Blackjack at a Las Vegas Casino due his winning system. (00:00:00) - Introduction (00:01:53) - Life after COVID (00:03:24) - Policy decisions during the pandemic (00:06:20) - Capitalism and businesses are fragile (00:10:19) - My Investing Journey (00:12:51) - Lifetime Blackjack Ban (00:19:55) - Las Vegas (00:22:56) - Value investing during the pandemic (00:27:47) - Microsoft (00:30:27) - Long term interest rates vs valuations (00:32:06) - Buffett and Munger during the pandemic (00:35:34) - Forget the macro, Focus on micro (00:38:31) - Live Nation (00:39:47) - Funeral services are great businesses (00:43:12) - Zero Fee Structure (00:47:41) - Investing is a solitary activity (00:49:25) - The Dakshana story

1 Maalis 202356min

Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

Prof. Jiang Guohua's Value Investing Course "The Quest for 10-100 Baggers"

28 Helmi 20231h 18min

Mohnish Pabrai’s Q&A Session with students at William & Mary College on November 8, 2022

Mohnish Pabrai’s Q&A Session with students at William & Mary College on November 8, 2022

Mohnish Pabrai's Q&A Session with students at the William & Mary College on November 8, 2022 (00:00:00) - Introduction (00:01:39) - The Micron Technologies oligopoly (00:10:46) - Entrepreneurs aren’t risk takers (00:15:48) - Model for running a non-profit/charity (00:20:22) - Adversity is a blessing (00:23:31) - Thou shalt not use Excel  (00:30:21) - Micron Technologies: Destination analysis (00:36:42) - Micro Trumps Macro: Ignore macro (00:38:15) - Buffett: The Learning Machine

28 Helmi 202343min

Mohnish Pabrai’s Q&A Session with Mis Propias Finanzas on September 20, 2022

Mohnish Pabrai’s Q&A Session with Mis Propias Finanzas on September 20, 2022

Mohnish Pabrai’s Q&A Session with Juan Pablo and Alejandro Salcedo at Mis Propias Finanzas on September 20, 2022 (00:00:00) - Introduction (00:01:36) - Lunch with Buffett (00:13:17) - Analyzing an Investment (00:21:03) - On Inheritance (00:25:51) - The Dakshana Story (00:30:34) - Book Recommendation (00:38:35) - My Retirement Plan (00:43:45) - Investing as a Career (00:44:57) - Global Investment Opportunities (00:49:07) - Cryptocurrencies

28 Helmi 202352min

Mohnish Pabrai Lecture to Univ. of Puerto Rico MBA Class – Sept. 26, 2016

Mohnish Pabrai Lecture to Univ. of Puerto Rico MBA Class – Sept. 26, 2016

Mohnish Pabrai discusses three mental models in the spirit of Charlie Munger’s latticework of mental models in a lecture to the University of Puerto Rico MBA students in San Juan, Puerto Rico.

28 Helmi 202331min

Mohnish Pabrai and Kamal Khetan's Lecture and Q&A at Dakshana Valley (Pune District) - Oct. 21, 2018

Mohnish Pabrai and Kamal Khetan's Lecture and Q&A at Dakshana Valley (Pune District) - Oct. 21, 2018

Mohnish Pabrai and Kamal Khetan, Chairman and Managing Director of Sunteck Realty Ltd., talk with class of 2019 Dakshana Scholars at Dakshana Valley, Kadus Village, Pune, Maharashtra, India.

28 Helmi 20231h 3min

Mohnish Pabrai's Q&A Session with Ironhold Capital on September 16, 2022

Mohnish Pabrai's Q&A Session with Ironhold Capital on September 16, 2022

Mohnish Pabrai’s Q&A Session with Ironhold Capital on September 16, 2022 (00:00:00) - Introduction (00:01:08) - Intrinsic Value (00:13:18) - Screening for Investment Ideas (00:22:47) - Identifying Moats (00:27:09) - Phil Fisher’s Scuttlebutt method (00:31:54) - Lunch with Buffett (00:36:06) - Book Recommendation (00:37:44) - The Dakshana Story

28 Helmi 202345min

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