Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025
Chai with Pabrai23 Maj 2025

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025.

(00:00:00) - Introduction

(00:00:47) - Charlie Munger's mental models; Poor Charlie's Almanack

(00:07:38) - Cloning is the best mental model

(00:08:45) - Sam Walton & Family; Walmart

(00:10:36) - Microsoft

(00:13:31) - Bridge

(00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships

(00:17:41) - Selecting a stock

(00:19:12) - Macro-economic factors; D-Mart & Shrimp farming in India

(00:23:32) - Circle of competence; John Arrillaga

(00:24:38) - Commodity producers; Saudi Aramco

(00:27:26) - Look for anomalies, Investing in Turkiye & Reysas

(00:33:54) - Learning from mistakes; Satyam Computers

(00:39:35) - Nifty-50 in the 1970s; Walmart


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Avsnitt(129)

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