The Ten Commandments of Investment Management
Chai with Pabrai20 Jan 2023

The Ten Commandments of Investment Management

Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam

(00:00:00) - Introduction

(00:02:13) - Thou shall not skim off the top

(00:04:11) - Thou shall not have an investing team

(00:05:20) - Thou shall accept that thou shall be wrong at least 1/3 of the time

(00:07:06) - Thou shall look for hidden P/E of 1 stocks

(00:13:13) - Thou shall never use Excel

(00:21:21) - Thou shall always hope a rope to climb out of the deepest well

(00:27:43) - Thou shall be singularly focused like Arjuna

(00:31:32) - Thou shall never short

(00:32:50) - Thou shall not be leveraged. Neither a lender nor a borrower be

(00:36:28) - Thou shall be shameless cloner

(00:37:12) - Where to look for investment ideas

(00:40:51) - Temperament during financial crises

(00:43:53) - Always have a rope on hand

(00:49:07) - Investment in Google

(00:52:12) - Judging Management Teams & Satyam Scam

(00:55:28) - Sergio Marchionne

(01:00:36) - Currency risk in international markets

(01:07:52) - Investing in Distressed companies

(01:09:33) - Competitive Moats that turn out to be an illusion

(01:16:02) - Kelly formula

(01:17:17) - Circle of Competence

(01:19:30) - Shameless Cloning

(01:20:04) - Zero Fee Structure

(01:24:03) - Investing in Protected Moats

(01:26:41) - When to sell an investment

(01:30:39) - Personal trails that contribute to a manager's success

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(133)

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026. (00:00:00) - Introduction (00:01:43) - Checklist for an aspiring fund manager (00:03:00) - Evaluating...

9 Sep 47min

Mohnish Pabrai's Interview with New Money on July 21, 2026

Mohnish Pabrai's Interview with New Money on July 21, 2026

Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026. (00:00:00) - Introduction (00:00:35) - Investing in Berkshire Hathaway Class B shares (00:03:02) - Berkshire ...

27 Aug 45min

Mohnish Pabrai's Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020

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 (00:3...

3 Aug 1h 40min

The Kolkata Value Hunters Club; Q&A with Mohnish Pabrai

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 Mun...

30 Juli 1h 27min

London Business School (LBS) MBA students Q&A on May 19, 2021

London Business School (LBS) MBA students Q&A on May 19, 2021

This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club (00:00:00) - Introduction (00:02:47) - Changes in our Economy post-COVID (00:08:21) - Entrepreneur's ...

30 Juli 1h 1min

Value Investing Masterclass with NUS MBA students at NUS Business School

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)...

30 Juli 53min

Mohnish Pabrai's Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai

Mohnish Pabrai's Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai

Mohnish Pabrai's Q&A Session on Value Investing with Narsee Monjee Institute of Management Studies, Mumbai on June 16, 2022. (00:00:00) - Introduction (00:02:00) - Approaches to Value Investing (00...

30 Juli 1h 7min

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"

30 Juli 1h 18min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
24fragor
svd-tech-brief
uppgang-och-fall
badfluence
avanzapodden
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
lastbilspodden
rss-dagen-med-di
tabberaset
fill-or-kill
rss-kort-lang-analyspodden-fran-di
affarsvarlden
market-makers
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-hos-psykologen