Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013

Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013

(00:00:00) - Introduction

(00:01:41) - Rajat Gupta

(00:04:00) - Compounding: eighth wonder of the world

(00:11:37) - Starting Pabrai Funds

(00:19:42) - Shameless cloning

(00:26:41) - General Motors

(00:34:14) - Cloning Buffett's portfolio

(00:39:11) - ROI model in philanthropy

(00:42:30) - Ashok Kumar: Dakshana Scholar

(00:45:48) - Zero fee structure

(00:48:12) - 2009 financial crisis

(00:54:11) - Investing in Indian markets

(01:00:05) - Business with strong moat vs. Business that clones

(01:04:48) - Micro trumps macro

(01:09:17) - How to build a business

(01:16:37) - The Dakshana Foundation

(01:20:44) - Envy: The greatest human vice