Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Chai with Pabrai7 Mar 2023

Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023

Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023

(00:00:00) - Introduction

(00:01:07) - Turkey earthquake

(00:05:05) - Charlie's biggest mistake: Belridge Oil

(00:08:44) - Coca-Cola İçecek

(00:13:35) - Reysas

(00:18:25) - Ferrari: One of my biggest mistakes

(00:22:34) - Turkey – FX risk

(00:24:07) - TAV Airports

(00:27:27) - Brookfield

(00:36:18) - Ali Baba vs. Tencent

(00:38:03) - Indian Energy Exchange

(00:41:51) - Adani Group

(00:43:21) - Amazon

(00:45:54) - Apple vs Ferrari runway

(00:48:11) - Microsoft vs. Apple

(00:50:54) - Macroeconomic risks

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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