Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016
Chai with Pabrai14 Feb 2023

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

Avsnitt(119)

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Fireside Chat with Jeff Pintar on Mohnish Pabrai's lifetime Blackjack ban at a Vegas Casino on May 21, 2020

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Jeff Pintar, CEO of Pintar Investment Company, and Mohnish Pabrai discuss what the world may look like post-Covid 19 and the current investment landscape. Jeff and Mohnish also have some banter about the lifetime ban Mohnish received in 2019 from playing Blackjack at a Las Vegas Casino due his winning system. (00:00:00) - Introduction (00:01:53) - Life after COVID (00:03:24) - Policy decisions during the pandemic (00:06:20) - Capitalism and businesses are fragile (00:10:19) - My Investing Journey (00:12:51) - Lifetime Blackjack Ban (00:19:55) - Las Vegas (00:22:56) - Value investing during the pandemic (00:27:47) - Microsoft (00:30:27) - Long term interest rates vs valuations (00:32:06) - Buffett and Munger during the pandemic (00:35:34) - Forget the macro, Focus on micro (00:38:31) - Live Nation (00:39:47) - Funeral services are great businesses (00:43:12) - Zero Fee Structure (00:47:41) - Investing is a solitary activity (00:49:25) - The Dakshana story

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Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

Prof. Jiang Guohua's Value Investing Course "The Quest for 10-100 Baggers"

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Mohnish Pabrai’s Q&A Session with students at William & Mary College on November 8, 2022

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Mohnish Pabrai's Q&A Session with students at the William & Mary College on November 8, 2022 (00:00:00) - Introduction (00:01:39) - The Micron Technologies oligopoly (00:10:46) - Entrepreneurs aren’t risk takers (00:15:48) - Model for running a non-profit/charity (00:20:22) - Adversity is a blessing (00:23:31) - Thou shalt not use Excel  (00:30:21) - Micron Technologies: Destination analysis (00:36:42) - Micro Trumps Macro: Ignore macro (00:38:15) - Buffett: The Learning Machine

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Mohnish Pabrai’s Q&A Session with Mis Propias Finanzas on September 20, 2022

Mohnish Pabrai’s Q&A Session with Juan Pablo and Alejandro Salcedo at Mis Propias Finanzas on September 20, 2022 (00:00:00) - Introduction (00:01:36) - Lunch with Buffett (00:13:17) - Analyzing an Investment (00:21:03) - On Inheritance (00:25:51) - The Dakshana Story (00:30:34) - Book Recommendation (00:38:35) - My Retirement Plan (00:43:45) - Investing as a Career (00:44:57) - Global Investment Opportunities (00:49:07) - Cryptocurrencies

28 Feb 202352min

Mohnish Pabrai Lecture to Univ. of Puerto Rico MBA Class – Sept. 26, 2016

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Mohnish Pabrai discusses three mental models in the spirit of Charlie Munger’s latticework of mental models in a lecture to the University of Puerto Rico MBA students in San Juan, Puerto Rico.

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Mohnish Pabrai and Kamal Khetan's Lecture and Q&A at Dakshana Valley (Pune District) - Oct. 21, 2018

Mohnish Pabrai and Kamal Khetan, Chairman and Managing Director of Sunteck Realty Ltd., talk with class of 2019 Dakshana Scholars at Dakshana Valley, Kadus Village, Pune, Maharashtra, India.

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Mohnish Pabrai's Q&A Session with Ironhold Capital on September 16, 2022

Mohnish Pabrai’s Q&A Session with Ironhold Capital on September 16, 2022 (00:00:00) - Introduction (00:01:08) - Intrinsic Value (00:13:18) - Screening for Investment Ideas (00:22:47) - Identifying Moats (00:27:09) - Phil Fisher’s Scuttlebutt method (00:31:54) - Lunch with Buffett (00:36:06) - Book Recommendation (00:37:44) - The Dakshana Story

28 Feb 202345min

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