Mohnish Pabrai’s Q&A with members of The Babson College Fund (Babson College Students)– Feb 9, 2021

Stephen D. Cutler Center for Investments and Finance,
Babson College
Managing Director: Patrick Gregory

(00:00:00) - Introduction

(00:02:03) - Value vs Growth Investing

(00:05:45) - Microsoft

(00:09:12) - Volatility in auction driven markets

(00:14:36) - Portfolio management

(00:18:32) - Change in Investment philosophy

(00:22:45) - Walmart vs Nifty 50

(00:25:26) - Reysas

(00:29:43) - Micro vs. Macro

(00:32:05) - Investment in Turkey

(00:35:19) - John Arrillaga’s Tiny Circle of Competence

(00:41:49) - Structural changes due to pandemic

(00:46:47) - Three variables that drive long-term wealth

(00:47:39) - My daughter's introduction to investing