Chai with Pabrai

Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023.   (00:00:00) - Introduction (00:02:58) - Moody's Manual (00:08:11) - Japan Company Handbook (00:12:00) - Buffett's Amazing Five Japan Bets (00:16:23) - Lessons in investing: Search for anomalies (00:17:59) - Peter Kiewit and Sons (00:21:35) - ADP vs. Exxon (00:28:24) - IPSCO (00:32:43) - Rain Industri...

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 interrup...

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) - A...

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...

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 ent...

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...

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 Sc...

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 (00:5...

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) -...

Stephen D. Cutler Center for Investments and Finance, Babson College Managing Director: Patrick Gregory (00:00:00) - Introduction (00:02:03) - Value vs Growth Investing (00:05:45) - Microsoft (00:09:12) - Volatility in auction driven markets (00:14:36) - Portfolio management (00:18:32) - Change in Investment philosophy (00:22:45) - Walmart vs Nifty 50 (00:25:26) - Reysas (00:29:43) - Micro vs. Mac...

Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 (00:00:00) - Introduction (00:02:28) - Value investing; Amazon (00:09:52) - Learnings from Charlie Munger; Doheny Ranch, California (00:18:23) - Be a harsh grader while choosing your friends (00:27:17) - Li Lu (00:33:15) - Investing in China (00:38:14) - Cryptocurrency & algorithmic trading (00:39:27) - Book recommenda...

Summer Summit 2021 Moderated by Luis Alberto and Iglesias Gómez (00:00:00) - Introduction (00:00:39) - Entrepreneur's advantage (00:03:36) - Finding order in chaos (00:07:09) - Investment in Turkiye (00:07:40) - Investment in China  (00:10:14) - Growth vs Value   (00:12:15) - Microsoft  (00:16:29) - Nick Sleep (00:18:21) - When two worlds collide  (00:19:41) - Reysas  (00:22:22) - Rain Industries...

Mohnish Pabrai's Q&A session with students at the JNV Lucknow on December 27, 2022   (00:00:00) - Introduction (00:00:51) - Usain Bolt; The Bolt Factory (00:11:09) - Khushwant Singh (00:14:59) - IIT vs. MIT (00:25:29) - Start specialising at the age of 11 (00:35:31) - Why is Brazil great at football? (00:43:31) - If I was the education minister in India (00:46:42) - Delhi school system (00:56:50)...

Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023 (00:00:00) - Introduction (00:02:22) - Buffett's 2022 Shareholder Letter  (00:03:25) - Berkshire's dozen truly great decisions  (00:07:16) - Naspers; Tencent  (00:12:14) - Rakesh Jhunjhunwala; Titan  (00:14:56) - Nick Sleep; Amazon  (00:18:39) - Ben Graham; Geico  (00:20:20) - Walmart vs. Nifty 50  (00:23:37)...

Mohnish Pabrai's Q&A session with students at the JNV Pune on December 25, 2022.  (00:00:00) - Introduction (00:01:51) - Be a continuous learning machine (00:04:09) - Entrepreneurs do not take risk (00:14:12) - MLK: I have a dream (00:17:59) - What happens if I lose all my money today? (00:28:48) - Inspiration for Dakshana (00:34:36) - Super 30: Anand Kumar (00:39:48) - Toastmasters (00:44:56) - G...

Mohnish Pabrai's Q&A session with students at the Dakshana Valley, Pune on December 26, 2022.   (00:00:00) - Introduction (00:00:54) - Finding your calling in life (00:15:31) - Toastmasters (00:19:43) - Dakshana Scholar Satpal Singh (00:21:23) - Inspiration for starting Dakshana (00:28:22) - Anand Kumar: Super 30 (00:29:43) - The Dakshana journey (00:37:00) - The essence of life (00:45:53) - Nelso...

Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023 |  (00:00:00) - Introduction (00:01:00) - My childhood (00:12:52) - My journey towards investing (00:24:03) - Starting Pabrai Funds during the dot-com bubble (00:26:56) - IPSCO (00:30:33) - 2009 financial crisis (00:32:46) - The Fiat Chrysler Investment in 2012 (00:35:07) - Meeting Michael Burry in 2008 (00:38:47)...

Mohnish Pabrai's Q&A session with students at JNV Bundi on December 24, 2022 (00:00:00) - Introduction (00:01:09) - Enterprise Rent-A-Car only hires GPA below 2.5!  (00:11:38) - Toppers do not do the best in life (00:14:32) - My journey - from a below average to a topper (00:18:40) - Dakshana: Of the Alums, By the Alums, For the Alums (00:23:19) - Be a continuous learner (00:28:33) - The Dakshana...

Mohnish Pabrai's Q&A session with students at JNV Bangalore (Rural) on December 23, 2022   (00:00:00) - Introduction (00:04:57) - Dakshana Donors – Prem Watsa; R.K. Damani (00:07:27) - Harvard's model for donations (00:12:11) - Your deepest desire is your destiny (00:21:51) - Dakshana: Of the alums, for the alums, by the alums (00:22:54) - Fear of failure (00:32:11) - Inspiration behind Dakshana (...

Mohnish Pabrai's Q&A session with students at JNV Bengaluru (Urban) on December 23, 2022   (00:00:00) – Introduction (00:00:34) - Charles T. Munger Hall (00:05:32) - Ben Franklin (00:07:51) - Charlie's mental models (00:11:45) - The Cloned Dakshana Model (00:20:07) - Dakshana Scholar T. Ashok Kumar (00:23:55) - Judith Harris: No Two Alike (00:26:18) - Buddha: The key to happiness is elimination of...

Mohnish Pabrai's Talk and Q&A session with students at the University of Texas on February 28, 2023   (00:00:00) - Introduction (00:02:01) - Buffett's 2022 Letter to Shareholders (00:04:29) - Berkshire's Twelve great decisions (00:09:16) - Rakesh Jhunjhunwala (00:13:27) - Chuck Akre's three-legged stool (00:16:19) - Wally Park at LAX (00:18:35) - My investing journey (00:22:55) - Macroeconomic fac...

Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023   (00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett's 2022 Shareholder Letter (00:17:02) - "Circle the Wagons" approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to "Circle the Wagons" (00:31:05) - Finding a great business (...

Mohnish Pabrai's Presentation and Q&A at the Boston College on October 9, 2014 (00:00:00) - Introduction (00:00:50) - Pabrai Funds, Dhandho and Dakshana: Cloning 101 (00:09:16) - Insurance companies and float investments (00:13:02) - Buying farmlands in Iowa – negotiated transactions (00:17:44) - Auction driven markets: Park Electrochemical Corp (00:20:35) - Auction driven markets: Premier Gold Mi...

Mohnish Pabrai's Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023 (00:00:00) - Introduction (00:01:07) - Turkey earthquake (00:05:05) - Charlie's biggest mistake: Belridge Oil (00:08:44) - Coca-Cola İçecek (00:13:35) - Reysas (00:18:25) - Ferrari: One of my biggest mistakes (00:22:34) - Turkey – FX risk (00:24:07) - TAV Airports (00:27:27) - Brookfield (00:36:18) - Ali Bab...

Mohnish Pabrai's Q&A Session with MBA Students at Georgetown University. (00:00:00) - Introduction (00:01:38) - Starting of Pabrai Funds (00:06:16) - Long term compounders (00:07:17) - International Investment (00:11:48) - Biggest reason Investments don't work is debt (00:14:27) - DELTA Financial: Avoid Leveraged Businesses (00:15:52) - Competitive Advantages (00:17:32) - Dakshana Foundation (00:2...