Mohnish Pabrai’s Q&A session with students at the University of Georgia

Mohnish Pabrai's Talk at the YPO Waterloo Austin on October 17, 2023.   (00:00:00) - Introduction (00:02:49) - The Manhattan deal by American Indians in 1626 (00:07:42) - Compounding: Eighth wonder of the world (00:08:14) - Queen Isabella's funding of Columbus discovery of America (00:11:35) - My daughter's introduction to compounding (00:15:18) - Factors of compounding (00:20:58) - Never interrupt compounding unnecessarily (00:25:15) - Large inheritances do more harm than good (00:28:17) - Chuck Feeney: The Billionaire Who Wasn’t (00:33:47) - My journey of investing (00:40:27) - Berkshire's Twelve great decisions (00:43:19) - Entrepreneurship vs. Investing (00:45:29) - Owner's Manual (00:50:44) - Index investing (00:54:08) - Reysas (01:00:23) - Handling macro risks  (01:01:17) - Understanding a business

4 Dec 20231h 3min

Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023.   (00:00:00) - Introduction (00:01:57) - When to sell a stock; Amazon (00:09:00) - Starting Pabrai Investment Funds (00:13:35) - Berkshire's Twelve great decisions (00:16:25) - Berkshire's Japanese investments (00:20:52) - Identifying compounders (00:26:07) - Charlie's mental models (00:27:41) - Association tendency – Coca-Cola (00:29:32) - Human reciprocation tendency (00:34:09) - Cloning: Chipotle vs. Baja Fresh (00:38:06) - Steve Rattner: Overhaul (00:45:07) - Fiat Chrysler (00:47:25) - NVR (00:49:45) - Bridge vs. Investing (00:55:34) - The Dakshana Foundation

14 Nov 202359min

Mohnish Pabrai’s Q&A session at the Harvard Business School on September 15, 2023 (00:00:00) - Introduction  (00:01:26) - Heads I win; Tails I don’t lose too much!  (00:14:27) - My entrepreneurial adventures (00:22:59) - Starting Pabrai Investment Funds (00:29:24) – Thou shall not use Excel! (00:31:42) - Cloning the Buffett Partnership structure (00:38:45) - Diversification (00:41:07) - Investing in Turkiye; Reysas (00:45:21) - Lunch with Warren Buffett (00:51:55) – The Dakshana Foundation (01:03:59) - Adam Grant: Give and Take (01:08:58) - Chuck Feeney: The Billionaire Who Wasn't (01:13:56) - The Buffett Partnership (01:18:51) - Chris Davis: AIG (01:24:06) - Charlie Munger: The Psychology of Human Misjudgement (01:27:21) - Buffett – Munger Partnership (01:32:30) - Avoid leverage in life

24 Okt 20231h 39min

Mohnish Pabrai's Interview at the Meb Faber Show on July 28, 2023. (00:00:00) - Introduction (00:00:58) - My education at Clemson University (00:04:51) - My introduction to Warren Buffett and Bridge (00:12:32) - Compounding must be taught to 9th graders (00:17:51) - The Dakshana Foundation (00:29:27) - Holding on to your high conviction bets (00:31:14) - Shelby Davis (00:33:18) - Think like an entrepreneur when investing (00:38:38) - Investing in Turkey (00:44:42) - Macro Risks (00:47:40) - Investing in global markets (00:51:56) - Dinner with Bill Gates (00:54:41) - IPSCO (00:57:21) - Funeral businesses (01:00:17) - John Arrillaga

26 Sep 20231h 2min

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014 (00:00:00) - Introduction (00:03:28) - Starting Pabrai Investment Fund (00:05:01) - Dakshana Foundation; the 2% model (00:12:42) - Dhandho Holdings (00:14:06) - Insurance vs. Investing (00:20:31) - Buying Iowa farm land (00:30:07) - Volatility: An advantage for auction driven markets (00:33:02) - When to sell a stock (00:39:14) - Munger: “I always had someone to discuss my investment ideas with.” (00:43:51) - Hero MotoCorp (00:48:51) - Opportunity cost of sitting on cash (00:53:37) - Investing in India (00:56:22) - The Dakshana journey (01:12:15) - Impact of value investing on personal life

14 Sep 20231h 14min

Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013 (00:00:00) - Introduction  (00:01:41) - Rajat Gupta (00:04:00) - Compounding: eighth wonder of the world (00:11:37) - Starting Pabrai Funds (00:19:42) - Shameless cloning (00:26:41) - General Motors (00:34:14) - Cloning Buffett's portfolio (00:39:11) - ROI model in philanthropy (00:42:30) - Ashok Kumar: Dakshana Scholar (00:45:48) - Zero fee structure (00:48:12) - 2009 financial crisis (00:54:11) - Investing in Indian markets (01:00:05) - Business with strong moat vs. Business that clones (01:04:48) - Micro trumps macro (01:09:17) - How to build a business (01:16:37) - The Dakshana Foundation (01:20:44) - Envy: The greatest human vice

9 Aug 20231h 25min

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015.   (00:00:00) - Introduction (00:04:43) - The Motors bubble - 1921 (00:06:56) - The Tronics bubble - 1959-62 (00:08:23) - The Dot com bubble - 1997-2000 (00:16:10) - The 1973-74 Nifty-Fifty crash (00:19:00) - Tesla vs. GM (00:21:07) - Netflix vs. Micron (00:26:11) - Go Pro (00:33:04) - Creation of stock market bubbles (00:55:01) - Super 30: Anand Kumar (01:00:34) - The Dakshana Foundation (01:05:39) - Warren's Too Hard Pile (01:07:52) - John Arrillaga's small circle of competence (01:09:15) - My daughter's introduction to compounding (01:16:22) - Tom Gayner (01:19:56) - Microcap vs. Large cap (01:25:06) - Focus on micro than macro (01:35:04) - Portfolio concentration

12 Juli 20231h 41min

Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023.   (00:00:00) - Introduction (00:02:25) - Investing basics in school curriculums (00:05:58) - Investing in improving yourself (00:12:21) - Dhandho investing; Jugaad (00:15:30) - Employment opportunities in India vs the US (00:19:55) - Moving from passive investing to active management (00:23:33) - Handling investing mistakes (00:24:39) - Nvidia (00:26:30) - Microsoft (00:31:51) - Democratizing investing (00:33:56) - Better off focussing on the micro versus the macro (00:41:46) - Quality is more important than quantity (00:44:08) - ESG (00:47:28) - Venture Capital (00:52:27) - Bill Gates

4 Juli 202357min