Mohnish Pabrai Lecture at Boston College
Chai with Pabrai26 Jan 2023

Mohnish Pabrai Lecture at Boston College

Distinguished Speaker Series
Professor Arvind Navaratnam
October 14, 2021

(00:00:00) - Introduction

(00:02:04) - Competition is For Losers, Peter Thiel

(00:08:25) - Rain Industries

(00:12:39) - Monopolistic business models, Amazon and Google

(00:17:14) - Redoing the Spaghetti code, AWS in business

(00:19:09) - A Whale only gets harpooned only when it surfaces, Warren Buffett

(00:20:00) - AWS, cloning by Microsoft and Google

(00:24:15) - Monopolistic characteristics of giant Chinese tech companies

(00:28:19) - Tencent (under)reporting style

(00:30:24) - Naspers business model, Koos Bekker

(00:40:58) - Better capital allocation by Amazon and Tencent

(00:43:37) - Tencent business model

(00:50:24) - The bazooka Model of Pony Ma

(00:57:33) - How I became a value investor

(01:02:22) - Chinese tech giants and political risk

(01:03:16) - Dakshana Foundation’s Education Model

(01:09:01) - Evolution of my investing style

(01:12:58) - Mohnish’s investing framework on start-ups

(01:17:31) - Ali Baba

(01:23:18) - Competence and edge

(01:24:54) - Change in Investment strategy due to Covid

(01:37:50) - Application of NLP (Natural Language Processing) in investing

(01:45:10) - Up and comers in the investment sector

(01:47:40) - Quality of Management

(01:50:29) - Book recommendations

Avsnitt(119)

Mohnish Pabrai's Q&A Session with JNV Kottayam Dakshana Scholars - Dec. 24, 2019

Mohnish Pabrai's Q&A Session with JNV Kottayam Dakshana Scholars - Dec. 24, 2019

14 Feb 20231h 32min

Mohnish Pabrai's conversation with Lauren Templeton on July 25, 2022

Mohnish Pabrai's conversation with Lauren Templeton on July 25, 2022

Mohnish Pabrai's conversation with Lauren Templeton on Zenvesting podcast on July 25, 2022 (00:00:00) - Introduction (00:01:12) - Women Investors (00:09:18) - Lunch with Buffett (00:16:05) - Relationship with Charlie Munger (00:19:45) - My Journey towards Investing (00:30:01) - My Introduction to Warren Buffett (00:33:49) - Handling the Macro-economic Factors (00:35:50) - Investing in International Markets (00:45:27) - The Dakshana Story

14 Feb 202354min

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value Investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:00:40) - The Quest for 10 to 100 Baggars (00:05:34) - Investment in Satyam Computers (00:10:31) - Blue Dart (00:13:28) - Kotak Mahindra Bank (00:14:19) - CMGI (00:20:25) - 1st type of 100 baggers – Moody, Coca-Cola, Visa etc. (00:31:16) - 2nd type of 100 baggers – Amazon, Costco etc (00:33:34) - 3rd type of 100 baggers – IPSCO, Fiat etc (00:44:47) - Tesoro Petroleum (00:50:26) - Frontline (01:00:23) - Teck Cominco (01:03:43) - 4th type of 100 baggers (01:08:41) - 5th type of 100 baggers – Silicon Valley Bank (01:19:11) - Frontline 2.0 (01:27:10) - Circle of Competence (01:32:02) - Your inner calling (01:41:23) - There is no suffering in this world (01:43:08) - Value is its own catalyst

14 Feb 20231h 51min

Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022

Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022

Mohnish Pabrai's Talk with the CFA Society, Mexico on August 17, 2022 (00:00:00) - Introduction (00:02:56) - Different Styles of Investing (00:21:14) - Active Fund Management Industry (00:24:15) - Value vs Growth (00:32:55) - Handling Macro-economic Factors (00:37:50) - The Future of Value Investing

14 Feb 202351min

FINSEC Dialog Conversation with Mohnish Pabrai

FINSEC Dialog Conversation with Mohnish Pabrai

Session with Sandeep Parekh 1st June 2022 (00:00:00) - Introduction (00:01:37) - The Dakshana Story (00:06:52) - High risk and high return in philanthropy (00:09:00) - Cloning the Super 30 model (00:12:24) - Effect of macro & micro on investing (00:14:53) - The Dot Com Bubble of 1999-2000 (00:21:24) - Funeral businesses are amazing (00:27:05) - Shameless Cloning (00:32:50) - Mis-priced assets (00:40:19) - Sold too soon! Wise too late! (00:52:36) - The Power of compounding (01:04:35) - Investing in India (01:08:19) - Ben Graham Net Nets

14 Feb 20231h 12min

Mohnish Pabrai’s Q&A Session with Scholars at JNV Rangareddy (Hyderabad) – January 20, 2019

Mohnish Pabrai’s Q&A Session with Scholars at JNV Rangareddy (Hyderabad) – January 20, 2019

Mohnish delved into many subjects including bullying and how India can become a sports powerhouse.

14 Feb 20231h 34min

Mohnish Pabrai’s Q&A Session with Students at Clemson University - Jan 27, 2021

Mohnish Pabrai’s Q&A Session with Students at Clemson University - Jan 27, 2021

Q&A Session with the Members of Wall Street South Investment Club Wilbur O. And Ann Powers College of Business Clemson University (00:00:00) - Introduction (00:04:29) - Nick Sleep (00:10:04) - GameStop (00:14:58) - Shorting a stock (00:22:35) - Impact Investing (00:24:48) - Market Trends (00:26:15) - Reysas (00:32:57) - Bitcoin (00:36:08) - Nick Sleep's letters (00:41:03) - Investing is ideal for Gentlemen or Ladies of Leisure

14 Feb 202342min

Mohnish Pabrai's Webcast Q&A Session with Students at London Business School

Mohnish Pabrai's Webcast Q&A Session with Students at London Business School

May 14, 2019 at London & Irvine, California (00:00:00) - Introduction (00:02:18) - The Ten Commandments of Investing (00:06:13) - My Daily Routine (00:12:16) - Being a Harsh Grader (00:19:52) - Exit Strategy (00:22:03) - Artificial vs. Human Intelligence (00:26:51) - Stock Buybacks (00:32:55) - Handling the Financial Crisis (00:36:21) - Human Reciprocation Tendencies (00:47:05) - Starting your Own Fund (00:53:32) - Berkshire Hathaway Annual Meetings (00:56:12) - Investing as a Career

14 Feb 202358min

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