Value Investing Masterclass with NUS MBA students at NUS Business School
Chai with Pabrai26 Jan 2023

Value Investing Masterclass with NUS MBA students at NUS Business School

NUS MBA Finance Club, NUS Business School January 19, 2022

(00:00:00) - Introduction

(00:02:43) - Captive Finance Company

(00:13:38) - Funeral Business

(00:22:49) - Investment in IPSCO

(00:26:53) - High Uncertainty, Low risk; High returns

(00:27:32) - Silicon Valley Bank

(00:34:46) - Power of compounding

(00:36:01) - Value investing is not dead

(00:38:30) - Investing as treasure hunt

(00:42:58) - Lessons from Warren Buffett

(00:45:43) - Investment in Alibaba and China

(00:48:28) - Chuck Akre; 3-legged stool

Episoder(121)

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:01:30) - GrafTech (00:13:00) - Quality compounders (00:25:10) - Heads I win, tails I don’t lose much (00:31:42) - Passionate about investing (00:34:00) - Past mistakes (00:40:48) - Finding right balance (00:45:25) - Why should it be easy to get rich? (00:48:39) - Quality of management team (00:56:00) - Investing in Turkey (01:01:57) - Balancing price and business quality (01:04:34) - Expanding circle of competence (01:09:10) - Portfolio vs. new opportunities (01:14:15) - Book recommendation

9 Jan 20201h 17min

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