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