Mohnish Pabrai’s Q&A session with students at JNV Bangalore (Rural) on December 23, 2022
Mohnish Pabrai’s Q&A session with students at JNV Bangalore (Rural) on December 23, 2022 (00:00:00) - Introduction (00:04:57) - Dakshana Donors – Prem Watsa; R.K. Damani (00:07:27) - Harvard’s model for donations (00:12:11) - Your deepest desire is your destiny (00:21:51) - Dakshana: Of the alums, for the alums, by the alums (00:22:54) - Fear of failure (00:32:11) - Inspiration behind Dakshana (00:33:19) - Large inheritances do more harm than good (00:37:03) - Truth is the foundation for trust (00:47:40) - Book by Judith Harris: No Two Alike The contents of this video 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.
17 Apr 202353min
Mohnish Pabrai's Q&A session with students at JNV Bengaluru (Urban) on December 23, 2022
Mohnish Pabrai's Q&A session with students at JNV Bengaluru (Urban) on December 23, 2022 (00:00:00) – Introduction (00:00:34) - Charles T. Munger Hall (00:05:32) - Ben Franklin (00:07:51) - Charlie's mental models (00:11:45) - The Cloned Dakshana Model (00:20:07) - Dakshana Scholar T. Ashok Kumar (00:23:55) - Judith Harris: No Two Alike (00:26:18) - Buddha: The key to happiness is elimination of desire (00:28:19) - My journey – from a below average to topper student (00:31:47) - Seabiscuit (00:35:10) - The Dakshana model and objectives (00:52:01) - Giving back to society (00:56:58) - Learnings from Buffett The contents of this video 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.
17 Apr 20231h 2min
Mohnish Pabrai’s Talk and Q&A session with students at the University of Texas on February 28, 2023
Mohnish Pabrai’s Talk and Q&A session with students at the University of Texas on February 28, 2023 (00:00:00) - Introduction (00:02:01) - Buffett's 2022 Letter to Shareholders (00:04:29) - Berkshire’s Twelve great decisions (00:09:16) - Rakesh Jhunjhunwala (00:13:27) - Chuck Akre's three-legged stool (00:16:19) - Wally Park at LAX (00:18:35) - My investing journey (00:22:55) - Macroeconomic factors (00:27:04) - Investing in Turkey (00:30:27) - Reysas (00:40:14) - TAV Airports (00:44:02) - When to sell? (00:46:04) - Investing in the US (00:50:13) - Start specializing at age 11 (00:57:08) - Berkshire's Oil Investments (00:58:44) - Buffett’s Oxy Bet (01:04:26) - Fiat Chrysler (01:12:31) - Ferrari: Sold too soon! (01:15:05) - The Dakshana Foundation 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.
14 Apr 20231h 22min
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023 (00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett’s 2022 Shareholder Letter (00:17:02) - “Circle the Wagons” approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to “Circle the Wagons” (00:31:05) - Finding a great business (00:33:17) - IBM (00:38:54) - Li Lu (00:47:04) - Moutai (00:50:44) - Evaluating management (00:53:33) - Coca-Cola (00:56:02) - Reysas (01:01:50) - Circle of competence (01:03:41) - John Arrillaga (01:06:30) - Satyam Computers (01:10:27) - Investing in China
11 Apr 20231h 13min
Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014
Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014 (00:00:00) - Introduction (00:00:50) - Pabrai Funds, Dhandho and Dakshana: Cloning 101 (00:09:16) - Insurance companies and float investments (00:13:02) - Buying farmlands in Iowa – negotiated transactions (00:17:44) - Auction driven markets: Park Electrochemical Corp (00:20:35) - Auction driven markets: Premier Gold Mines (00:21:54) - Auction driven markets: Communication Design International (00:25:32) - Service Corp (00:29:23) - Lunch with Warren Buffett (00:31:50) - Rick Guerin (00:35:50) - Inner scorecard (00:37:43) - David Hawkins: Power vs. Force (00:44:44) - How to cultivate patience (00:48:19) - Running a hedge fund (00:51:25) - My reading preferences (00:53:10) - Investment models (00:58:00) - Silicon Valley Bank (01:02:41) - CMGI (01:05:54) - Circle of competence (01:09:28) - Common mistakes investors make (01:12:43) - Valuing private businesses (01:15:53) - Arlington Capital Management: Allan Mecham (01:21:54) - Jammu & Kashmir Bank (01:33:01) - Sears
15 Mars 20231h 36min
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023 (00:00:00) - Introduction (00:01:07) - Turkey earthquake (00:05:05) - Charlie's biggest mistake: Belridge Oil (00:08:44) - Coca-Cola İçecek (00:13:35) - Reysas (00:18:25) - Ferrari: One of my biggest mistakes (00:22:34) - Turkey – FX risk (00:24:07) - TAV Airports (00:27:27) - Brookfield (00:36:18) - Ali Baba vs. Tencent (00:38:03) - Indian Energy Exchange (00:41:51) - Adani Group (00:43:21) - Amazon (00:45:54) - Apple vs Ferrari runway (00:48:11) - Microsoft vs. Apple (00:50:54) - Macroeconomic risks
7 Mars 202354min
Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University – March 4, 2021
Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University. (00:00:00) - Introduction (00:01:38) - Starting of Pabrai Funds (00:06:16) - Long term compounders (00:07:17) - International Investment (00:11:48) - Biggest reason Investments don’t work is debt (00:14:27) - DELTA Financial: Avoid Leveraged Businesses (00:15:52) - Competitive Advantages (00:17:32) - Dakshana Foundation (00:20:51) - Value investing (00:25:18) - Money manager (00:30:32) - Rules for investors in Pabrai Funds (00:37:09) - Stock picking (00:40:27) - Seritage stock (00:44:49) - Quality of a business (00:48:24) - Ideal number of stocks (00:49:21) - Understanding a business (00:53:50) - Market trends
2 Mars 202356min
Raamdeo Agrawal & Mohnish Pabrai; Q&A session with Dakshana Scholars, Oct. 26, 2017
At JNV Bengaluru Urban. Compounding is the 8th Wonder of the World!
2 Mars 202346min
