Chai with Pabrai
Feb 28, 2023
Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016
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Prof. Jiang Guohua's Value Investing Course
"The Quest for 10-100 Baggers"
More episodes from Chai with Pabrai
Sep 14, 2023
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014
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
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Aug 9, 2023
Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013
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
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Jul 12, 2023
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
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
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