Mohnish Pabrai's Sessions at UNO on May 2, 2025 and Columbia Business School on March 25, 2025

Mohnish Pabrai's Sessions at UNO on May 2, 2025 and Columbia Business School on March 25, 2025

Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025.


(00:00:00) - Introduction

(00:02:20) - Walmart vs The Nifty-Fifty

(00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain

(00:08:05) - Nick Sleep

(00:12:06) - Learning from mistakes; Ferrari & Frontline

(00:13:30) - Rules of becoming rich

(00:16:15) - Walmart & the Walton Family

(00:17:51) - Microsoft; Steve Balmer

(00:23:21) - Coca-Cola

(00:25:32) - Evolution of strategies

(00:26:52) - Investment checklist

(00:30:36) - Circle of competence

(00:33:28) - Macroeconomic factors; Saudi Aramco & Ferrari

(00:40:47) - Learnings from Warren and Charlie

(00:43:02) - Golf vs. Investing

(00:44:50) - Identifying opportunities; Moody's Manual and The Japan Company Handbook

(00:50:33) - Duan Yongping: Oppo & Vivo

(00:53:53) - Economic moats

(00:55:51) - Impact of leverage; The Founder's Podcast: IKEA

(00:58:51) - Capitalism in investing; Amazon

(01:00:33) - Value investing for technology businesses: Amazon

(01:05:40) - Index investing

(01:07:38) - Microsoft vs. Apple; Bill Gates

(01:13:01) - When to exit an investment

(01:19:31) - Selecting a stock

(01:20:41) - Circle of competence; John Arrillaga

(01:23:50) - Investing in Turkiye; Reysas & TAV Airports

(01:28:02) - Investing in coal businesses

(01:31:58) - You can identify great businesses only after you own them

(01:33:42) - Portfolio concentration

(01:39:26) - Investing is watching the paint dry

(01:42:17) - Coca-Cola; Hetty Green from The Founder's podcast

(01:47:36) - Hedging an investment

(01:48:45) - Investing in commodities

The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

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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