Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017
Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value Investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:02:41) - Compounding is the 8th wonder of world (00:14:12) - Wilson’s Coin Operated Company (00:22:02) - Warren’s obsession about compounding (00:24:38) - Rule of 72 (00:32:18) - Mr. Money Mustache (00:34:28) - Rate of compounding (00:39:09) - Compound 26% (00:46:22) - Mindless Cloning (00:54:11) - Comparative advantage of a Hedge fund (01:00:55) - Portfolio Management (01:06:50) - Kelly formula (01:08:59) - Thou shall not forecast recession (01:16:23) - Best source of ideas (01:20:11) - Market trends and Passive investing (01:26:53) - Doing the best job as a manager (01:33:51) - Insurance business (01:34:51) - Entrepreneur’s Advantage (01:37:44) - Investing in Commodity Businesses (01:42:33) - Technology and Investment (01:43:45) - Insights on Charlie Munger (01:48:47) - Difference in profit and non-profit world; Dakshana Foundation (01:52:47) - Advantage of being Part-time Investor
30 Jan 20231h 55min
Mohnish Pabrai’s Q&A session with Doctors Investing Group
Doctors Investing Group Interviewer: Tom Dittrich February 16, 2022 (00:00:00) - Introduction (00:01:31) - From Entrepreneur to Investor (00:06:30) - Value Investing (00:09:05) - Learning to find true value of a business (00:12:32) - Diversified vs. Concentrated Portfolio (00:14:54) - Shameless Cloning (00:17:46) - Business with spawning DNA (00:25:23) - Effect of macro events on investing (00:39:51) - Investing in foreign markets (00:44:41) - Auction driven markets (00:50:45) - Free Lunch Portfolio (00:52:11) - Dakshana Foundation
30 Jan 20231h
Mohnish Pabrai’s Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020
Professor Jiang Guohua’s Students “Compounding with the Spawners” (00:00:00) - Introduction (00:04:41) - Choices for an investor (00:09:58) - The Path to Multi-Baggers (00:13:35) - Spawners (00:30:40) - The $50 Billion Rule (00:33:57) - Pabrai Spawning rules (00:36:46) - Set it and forget it (00:42:58) - Conglomerates vs. Spawners in Emerging Markets (00:43:52) - Fake Spawners (01:06:27) - Core traits of Spawners (01:19:12) - CMGI (01:22:54) - When wealth is lost (01:25:24) - Costco; Seritage (01:29:18) - Entrepreneur’s Advantage (01:33:07) - Leverage and Debt
30 Jan 20231h 40min
Mohnish Pabrai's Presentation and Q&A at the Boston College on October 27, 2022
Mohnish Pabrai's Presentation and Q&A with students at the Boston College on October 27, 2022 (00:00:00) - Introduction (00:02:31) - The Uber Cannibals Investing Framework (00:27:45) - Henry Singleton - The ultimate Uber Cannibal (00:37:10) - The magic of buybacks (00:44:03) - Investing in a high interest rate environment (00:47:12) - Rules for philanthropy vs. capitalism (01:02:30) - Figuring out intrinsic value (01:10:23) - Creative destruction in capitalism (01:18:24) - Mental models (01:22:41) - Active vs. Passive Investment Management (01:26:08) - Investing in global markets (01:44:22) - Advice for students
30 Jan 20231h 46min
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) - High Uncertainty, Low risk; High returns (00:27:32) - Silicon Valley Bank (00:34:46) - Power of compounding (00:36:01) - Value investing is not dead (00:38:30) - Investing as treasure hunt (00:42:58) - Lessons from Warren Buffett (00:45:43) - Investment in Alibaba and China (00:48:28) - Chuck Akre; 3-legged stool
26 Jan 202353min
Mohnish Pabrai’s Q&A session with students at William & Mary College
William & Mary College October 26, 2021 (00:00:00) - Introduction (00:02:16) - Learnings from Charlie Munger (00:02:50) - Avoiding Self-pity (00:07:12) - Investing 101 (00:08:31) - Buffett’s investing punch card (00:15:07) - Circle of competence (00:16:06) - Recruiting (00:18:35) - Learning from mistakes (00:21:41) - Startup Tips (00:23:55) - Leverage (00:25:40) - Adventures with Tech Cominco (00:36:01) - DCF Models (00:39:45) - Investment 102 (00:42:18) - Stonetrust Insurance (00:47:09) - Dakshana Foundation (00:49:59) - Philanthropy, high risk and return
26 Jan 202353min
Mohnish Pabrai Presentation and Q&A with UCLA Student Investment Fund - November 5, 2020
Mohnish Pabrai meets with members of the UCLA Student Investment Fund at the UCLA Anderson School of Management. (00:00:00) - Introduction (00:01:41) - Starting of Pabrai Funds (00:12:43) - Change in Investment Philosophy over time (00:31:18) - Sell-side research (00:36:35) - Inner and Outer Map
26 Jan 202351min
The Kolkata Value Hunters Club; Q&A with Mohnish Pabrai
Knowledge Speakers Series May 12, 2021 (00:00:00) - Introduction (00:04:03) - Value vs Growth Investing (00:29:23) - Investments in India (00:38:25) - Learnings from Warren Buffett and Charlie Munger (00:43:19) - Dakshana Foundation (00:48:18) - Impact of COVID on businesses (00:52:03) - Indian hotels business (00:56:28) - What’s a great business? (00:58:17) - How to select Best Value Proposition? (01:07:58) - Unicorns in India (01:12:57) - Mohnish’s schedule (01:17:31) - Death and Rebirth business (01:23:03) - India’s growth and market
26 Jan 20231h 27min
