Mohnish Pabrai Lecture at Boston College
Chai with Pabrai26 Jan 2023

Mohnish Pabrai Lecture at Boston College

Distinguished Speaker Series
Professor Arvind Navaratnam
October 14, 2021

(00:00:00) - Introduction

(00:02:04) - Competition is For Losers, Peter Thiel

(00:08:25) - Rain Industries

(00:12:39) - Monopolistic business models, Amazon and Google

(00:17:14) - Redoing the Spaghetti code, AWS in business

(00:19:09) - A Whale only gets harpooned only when it surfaces, Warren Buffett

(00:20:00) - AWS, cloning by Microsoft and Google

(00:24:15) - Monopolistic characteristics of giant Chinese tech companies

(00:28:19) - Tencent (under)reporting style

(00:30:24) - Naspers business model, Koos Bekker

(00:40:58) - Better capital allocation by Amazon and Tencent

(00:43:37) - Tencent business model

(00:50:24) - The bazooka Model of Pony Ma

(00:57:33) - How I became a value investor

(01:02:22) - Chinese tech giants and political risk

(01:03:16) - Dakshana Foundation's Education Model

(01:09:01) - Evolution of my investing style

(01:12:58) - Mohnish's investing framework on start-ups

(01:17:31) - Ali Baba

(01:23:18) - Competence and edge

(01:24:54) - Change in Investment strategy due to Covid

(01:37:50) - Application of NLP (Natural Language Processing) in investing

(01:45:10) - Up and comers in the investment sector

(01:47:40) - Quality of Management

(01:50:29) - Book recommendations

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

Avsnitt(129)

Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026

Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026

Mohnish Pabrai's Interview with Stig Brodersen at The Investor's Podcast on March 23, 2026. (00:00:00) - Introduction (00:00:41) - Berkshire Hathaway: Warren Buffett vs. Greg Abel (00:04:39) - G...

5 Juni 51min

Q&A session with Dakshana scholars at JNV Bangalore Urban on December 25, 2025

Q&A session with Dakshana scholars at JNV Bangalore Urban on December 25, 2025

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban, Karnataka, India on December 25, 2025.                        (00:00:00) - Introduction (00:00:31) - Charlie Munger's ...

2 Juni 1h 5min

Mental Models by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026

Mental Models by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026. (00:00:00) - Introduction (00:02:03) - Charlie Munger's men...

1 Juni 51min

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The University of Nebraska, Omaha on May 1, 2026. (00:00:00) - Introduction (00:02:11) - Charlie Munger's mental models (00...

26 Maj 1h 16min

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026. (00:00:00) - Introduction  (00:00:28) - Charlie Munger's mental models  (00:01:52) - Model 1: The Bedrock model: Take...

23 Apr 45min

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025  (00:00:00) – Introduction   (00:01:09) - Charlie's mental models: Take a simple idea and t...

17 Apr 1h 6min

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2025

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2025

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune, Maharashtra, India on December 26, 2025.                              (00:00:00) - Introduction  (00:00:37) -  Breaking...

17 Apr 53min

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023 (00:00:00) - Introduction (00:00:54) - Poor Charlie's Almanack; handling biases (00:02:55) - Investing in Turkey (00:06:...

14 Jan 51min

Populärt inom Business & ekonomi

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