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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