Mohnish Pabrai's session with EO Gurgaon on January 10, 2023

Mohnish Pabrai's session with EO Gurgaon on January 10, 2023

(00:00:00) - Introduction

(00:04:15) - I'm a better investor because I'm a businessman. I'm a better businessman because I'm an investor

(00:05:00) - Capitalism is creative destruction

(00:08:40) - Earnings reinvestment framework

(00:10:58) - The importance of Spawning

(00:13:07) - Control is over-rated

(00:16:50) - From entrepreneur to investor

(00:33:30) - Patel Motel Dhandho

(00:40:42) - Book: Roy Thomson of Fleet Street; Trilogy

(00:41:33) - Reysas

(00:50:18) - Investment Shortcuts; cloning

(00:52:35) - IIFL Wealth Management; Kotak

(00:54:01) - The S&P 500 is a great choice

(00:57:54) - Rakesh Jhunjhunwala

(00:59:35) - Poor Charlie’s Almanack

(01:07:39) - Mohnish’s Owners Manual by Jack Skeen (JackSkeen.com)