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
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
26 Jan 20231h 55min
Ramesh Damani & Mohnish Pabrai Q&A with Millennium Mams' - May 8, 2020
Ramesh Damani (Chairman of Avenue Supermarts) and Mohnish Pabrai’s Q&A session with Millennium Mams.’ Millennium Mams' is a Kolkata-based non-profit organization dedicated to empowering women through financial literacy. (00:00:00) - Introduction (00:09:32) - Economic recovery post-Pandemic (00:15:30) - My Heroes in Life (00:23:28) - Learnings from Buffett and Munger (00:27:48) - Li Lu’s Journey (00:35:48) - US-China Trade War (00:41:40) - Will India benefit from the US-China Trade War? (00:52:55) - Investment Opportunities post-COVID (00:59:52) - Gold as an Investment Asset (01:03:36) - Cryptocurrencies (01:13:52) - Book Recommendations (01:16:14) - Charity Lunch with Buffett
23 Jan 20231h 24min
