Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025
Chai with Pabrai23 Mai 2025

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025.

(00:00:00) - Introduction

(00:00:47) - Charlie Munger's mental models; Poor Charlie's Almanack

(00:07:38) - Cloning is the best mental model

(00:08:45) - Sam Walton & Family; Walmart

(00:10:36) - Microsoft

(00:13:31) - Bridge

(00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships

(00:17:41) - Selecting a stock

(00:19:12) - Macro-economic factors; D-Mart & Shrimp farming in India

(00:23:32) - Circle of competence; John Arrillaga

(00:24:38) - Commodity producers; Saudi Aramco

(00:27:26) - Look for anomalies, Investing in Turkiye & Reysas

(00:33:54) - Learning from mistakes; Satyam Computers

(00:39:35) - Nifty-50 in the 1970s; Walmart


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Episoder(129)

Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026

Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026

Mohnish Pabrai's Interview with Stig Brodersen at The Investor's Podcast on March 23, 2026. (00:00:00) - Introduction (00:00:41) - Berkshire Hathaway: Warren Buffett vs. Greg Abel (00:04:39) - G...

5 Jun 51min

Q&A session with Dakshana scholars at JNV Bangalore Urban on December 25, 2025

Q&A session with Dakshana scholars at JNV Bangalore Urban on December 25, 2025

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban, Karnataka, India on December 25, 2025.                        (00:00:00) - Introduction (00:00:31) - Charlie Munger's ...

2 Jun 1h 5min

Mental Models by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026

Mental Models by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026. (00:00:00) - Introduction (00:02:03) - Charlie Munger's men...

1 Jun 51min

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The University of Nebraska, Omaha on May 1, 2026. (00:00:00) - Introduction (00:02:11) - Charlie Munger's mental models (00...

26 Mai 1h 16min

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026. (00:00:00) - Introduction  (00:00:28) - Charlie Munger's mental models  (00:01:52) - Model 1: The Bedrock model: Take...

23 Apr 45min

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025  (00:00:00) – Introduction   (00:01:09) - Charlie's mental models: Take a simple idea and t...

17 Apr 1h 6min

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2025

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2025

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune, Maharashtra, India on December 26, 2025.                              (00:00:00) - Introduction  (00:00:37) -  Breaking...

17 Apr 53min

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023 (00:00:00) - Introduction (00:00:54) - Poor Charlie's Almanack; handling biases (00:02:55) - Investing in Turkey (00:06:...

14 Jan 51min

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