Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015.

(00:00:00) - Introduction

(00:04:43) - The Motors bubble - 1921

(00:06:56) - The Tronics bubble - 1959-62

(00:08:23) - The Dot com bubble - 1997-2000

(00:16:10) - The 1973-74 Nifty-Fifty crash

(00:19:00) - Tesla vs. GM

(00:21:07) - Netflix vs. Micron

(00:26:11) - Go Pro

(00:33:04) - Creation of stock market bubbles

(00:55:01) - Super 30: Anand Kumar

(01:00:34) - The Dakshana Foundation

(01:05:39) - Warren's Too Hard Pile

(01:07:52) - John Arrillaga's small circle of competence

(01:09:15) - My daughter's introduction to compounding

(01:16:22) - Tom Gayner

(01:19:56) - Microcap vs. Large cap

(01:25:06) - Focus on micro than macro

(01:35:04) - Portfolio concentration