Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam

(00:00:00) - Introduction

(00:01:13) - Bull! A history of boom and bust, 1982-2004

(00:01:32) - The Dow (1896-2020)

(00:10:39) - NASDAQ (1971-2020)

(00:13:23) - Nikkei (1970-2020)

(00:14:30) - Kospi (1980-2020)

(00:15:35) - "Old too soon, wise too late"- Charlie Munger

(00:17:45) - NVR business

(00:19:12) - Nick Sleep

(00:22:50) - Extreme undervaluation to extreme overvaluation

(00:23:42) - Great compounder or great carnival

(00:25:54) - Investing failures

(00:26:44) - Valueing a company

(00:32:00) - Retails

(00:40:42) - Where to start?

(00:46:41) - Managing portfolio during pandemic

(00:50:09) - Value investing is not dead

(00:51:07) - Optionality in a business

(00:55:08) - Long runway

(00:57:30) - Identifying moats

(01:00:48) - Opportunity cost

(01:05:00) - Shameless Cloning

(01:09:02) - Pre-investment checklist

(01:11:48) - Investment in IPSCO and Turkey

(01:15:57) - Kelly formula

(01:19:41) - Quality of management team

(01:22:29) - Advise for students

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(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 Juni 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 Juni 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 Juni 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 Maj 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

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-borsens-finest
uppgang-och-fall
avanzapodden
24fragor
rss-inga-dumma-fragor-om-pengar
lastbilspodden
rss-dagen-med-di
fill-or-kill
borsmorgon
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
bilar-med-sladd
tabberaset
rss-usa-lounge-loungepodden
montrosepodden
rss-den-nya-ekonomin
market-makers