Mohnish Pabrai’s Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022
Mohnish Pabrai’s Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022 (00:00:00) - Introduction (00:02:13) - Rakesh Jhunjhunwala (00:06:48) - Uber Cannibals (00:17:49) - Multibaggers (00:24:07) - Key Traits of Value Investors (00:29:42) - Great Businesses vs. Great Investments (00:36:17) - Valuing a business (00:48:06) - Handling Losses (00:53:54) - When to Sell a Stock? (01:00:36) - Investing in China
21 Helmi 20231h 4min
Mohnish Pabrai's Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai
Mohnish Pabrai's Q&A Session on Value Investing with Narsee Monjee Institute of Management Studies, Mumbai on June 16, 2022. (00:00:00) - Introduction (00:02:00) - Approaches to Value Investing (00:05:07) - The Multibaggers approach (00:08:54) - McDonald’s 60+ years of compounding (00:15:50) - Chuck Akre's Three-Legged Stool (00:16:49) - Global Multibaggers (00:21:11) - Choose your focus (00:36:29) - Is Value Investing dead now? (00:49:18) - Venture Capital Investing vs. Public Equities (00:54:01) - Passive Index Investing (01:00:07) - Handling Drawdowns
16 Helmi 20231h 7min
Mohnish Pabrai's Q&A Session with JNV Kottayam Dakshana Scholars - Dec. 24, 2019
14 Helmi 20231h 32min
Mohnish Pabrai's conversation with Lauren Templeton on July 25, 2022
Mohnish Pabrai's conversation with Lauren Templeton on Zenvesting podcast on July 25, 2022 (00:00:00) - Introduction (00:01:12) - Women Investors (00:09:18) - Lunch with Buffett (00:16:05) - Relationship with Charlie Munger (00:19:45) - My Journey towards Investing (00:30:01) - My Introduction to Warren Buffett (00:33:49) - Handling the Macro-economic Factors (00:35:50) - Investing in International Markets (00:45:27) - The Dakshana Story
14 Helmi 202354min
Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016
Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value Investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:00:40) - The Quest for 10 to 100 Baggars (00:05:34) - Investment in Satyam Computers (00:10:31) - Blue Dart (00:13:28) - Kotak Mahindra Bank (00:14:19) - CMGI (00:20:25) - 1st type of 100 baggers – Moody, Coca-Cola, Visa etc. (00:31:16) - 2nd type of 100 baggers – Amazon, Costco etc (00:33:34) - 3rd type of 100 baggers – IPSCO, Fiat etc (00:44:47) - Tesoro Petroleum (00:50:26) - Frontline (01:00:23) - Teck Cominco (01:03:43) - 4th type of 100 baggers (01:08:41) - 5th type of 100 baggers – Silicon Valley Bank (01:19:11) - Frontline 2.0 (01:27:10) - Circle of Competence (01:32:02) - Your inner calling (01:41:23) - There is no suffering in this world (01:43:08) - Value is its own catalyst
14 Helmi 20231h 51min
Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022
Mohnish Pabrai's Talk with the CFA Society, Mexico on August 17, 2022 (00:00:00) - Introduction (00:02:56) - Different Styles of Investing (00:21:14) - Active Fund Management Industry (00:24:15) - Value vs Growth (00:32:55) - Handling Macro-economic Factors (00:37:50) - The Future of Value Investing
14 Helmi 202351min
FINSEC Dialog Conversation with Mohnish Pabrai
Session with Sandeep Parekh 1st June 2022 (00:00:00) - Introduction (00:01:37) - The Dakshana Story (00:06:52) - High risk and high return in philanthropy (00:09:00) - Cloning the Super 30 model (00:12:24) - Effect of macro & micro on investing (00:14:53) - The Dot Com Bubble of 1999-2000 (00:21:24) - Funeral businesses are amazing (00:27:05) - Shameless Cloning (00:32:50) - Mis-priced assets (00:40:19) - Sold too soon! Wise too late! (00:52:36) - The Power of compounding (01:04:35) - Investing in India (01:08:19) - Ben Graham Net Nets
14 Helmi 20231h 12min
Mohnish Pabrai’s Q&A Session with Scholars at JNV Rangareddy (Hyderabad) – January 20, 2019
Mohnish delved into many subjects including bullying and how India can become a sports powerhouse.
14 Helmi 20231h 34min
