Chai with Pabrai12 Jun 2025

Mohnish Pabrai's Sessions at UNO on May 2, 2025 and Columbia Business School on March 25, 2025

Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025.

(00:00:00) - Introduction

(00:02:20) - Walmart vs The Nifty-Fifty

(00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain

(00:08:05) - Nick Sleep

(00:12:06) - Learning from mistakes; Ferrari & Frontline

(00:13:30) - Rules of becoming rich

(00:16:15) - Walmart & the Walton Family

(00:17:51) - Microsoft; Steve Balmer

(00:23:21) - Coca-Cola

(00:25:32) - Evolution of strategies

(00:26:52) - Investment checklist

(00:30:36) - Circle of competence

(00:33:28) - Macroeconomic factors; Saudi Aramco & Ferrari

(00:40:47) - Learnings from Warren and Charlie

(00:43:02) - Golf vs. Investing

(00:44:50) - Identifying opportunities; Moody's Manual and The Japan Company Handbook

(00:50:33) - Duan Yongping: Oppo & Vivo

(00:53:53) - Economic moats

(00:55:51) - Impact of leverage; The Founder's Podcast: IKEA

(00:58:51) - Capitalism in investing; Amazon

(01:00:33) - Value investing for technology businesses: Amazon

(01:05:40) - Index investing

(01:07:38) - Microsoft vs. Apple; Bill Gates

(01:13:01) - When to exit an investment

(01:19:31) - Selecting a stock

(01:20:41) - Circle of competence; John Arrillaga

(01:23:50) - Investing in Turkiye; Reysas & TAV Airports

(01:28:02) - Investing in coal businesses

(01:31:58) - You can identify great businesses only after you own them

(01:33:42) - Portfolio concentration

(01:39:26) - Investing is watching the paint dry

(01:42:17) - Coca-Cola; Hetty Green from The Founder's podcast

(01:47:36) - Hedging an investment

(01:48:45) - Investing in commodities

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Episoder(133)

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026

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Mohnish Pabrai's Interview with New Money on July 21, 2026

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27 Aug 45min

Mohnish Pabrai's Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020

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3 Aug 1h 40min

The Kolkata Value Hunters Club; Q&A with Mohnish Pabrai

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30 Jul 1h 27min

London Business School (LBS) MBA students Q&A on May 19, 2021

This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club (00:00:00) - Introduction (00:02:47) - Changes in our Economy post-COVID (00:08:21) - Entrepreneur's ...

30 Jul 1h 1min

Value Investing Masterclass with NUS MBA students at NUS Business School

NUS MBA Finance Club, NUS Business School January 19, 2022 (00:00:00) - Introduction (00:02:43) - Captive Finance Company (00:13:38) - Funeral Business (00:22:49) - Investment in IPSCO (00:26:53)...

30 Jul 53min

Mohnish Pabrai's Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai

Mohnish Pabrai's Q&A Session on Value Investing with Narsee Monjee Institute of Management Studies, Mumbai on June 16, 2022. (00:00:00) - Introduction (00:02:00) - Approaches to Value Investing (00...

30 Jul 1h 7min