Mohnish Pabrai's session with EO Gurgaon on January 10, 2023
Chai with Pabrai31 Jan 2023

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)

Episoder(121)

Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University – March 4, 2021

Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University – March 4, 2021

Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University. (00:00:00) - Introduction (00:01:38) - Starting of Pabrai Funds (00:06:16) - Long term compounders (00:07:17) - International Investment (00:11:48) - Biggest reason Investments don’t work is debt (00:14:27) - DELTA Financial: Avoid Leveraged Businesses (00:15:52) - Competitive Advantages (00:17:32) - Dakshana Foundation (00:20:51) - Value investing (00:25:18) - Money manager (00:30:32) - Rules for investors in Pabrai Funds (00:37:09) - Stock picking (00:40:27) - Seritage stock (00:44:49) - Quality of a business (00:48:24) - Ideal number of stocks (00:49:21) - Understanding a business (00:53:50) - Market trends

2 Mar 202356min

Raamdeo Agrawal & Mohnish Pabrai; Q&A session with Dakshana Scholars, Oct. 26, 2017

Raamdeo Agrawal & Mohnish Pabrai; Q&A session with Dakshana Scholars, Oct. 26, 2017

At JNV Bengaluru Urban. Compounding is the 8th Wonder of the World!

2 Mar 202346min

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 Mar 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 Mar 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 Feb 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 Feb 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 Feb 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 Feb 202331min

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