Chai with Pabrai
Feb 14, 2023
Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022
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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
More episodes from Chai with Pabrai
5 days ago
Mohnish Pabrai's Talk at the YPO Waterloo Austin on October 17, 2023
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
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Nov 14, 2023
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
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
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Oct 24, 2023
Mohnish Pabrai’s Q&A session at the Harvard Business School on September 15, 2023
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
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