Chai with Pabrai

At JNV Bengaluru Urban. Compounding is the 8th Wonder of the World!

Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022 (00:00:00) - Introduction (00:03:15) - Buying Manhattan from the Native American Indians in 1626 (00:10:05) - My daughter's investment journey with compounding (00:12:51) - Active vs. Passive Investing (00:19:51) - Error rate in investing (00:26:12) - Reysas (00:29:41) - TAV Airports (00:31:43) - Circle of competence (...

Jeff Pintar, CEO of Pintar Investment Company, and Mohnish Pabrai discuss what the world may look like post-Covid 19 and the current investment landscape. Jeff and Mohnish also have some banter about the lifetime ban Mohnish received in 2019 from playing Blackjack at a Las Vegas Casino due his winning system. (00:00:00) - Introduction (00:01:53) - Life after COVID (00:03:24) - Policy decisions dur...

Prof. Jiang Guohua's Value Investing Course "The Quest for 10-100 Baggers"

Mohnish Pabrai's Q&A Session with students at the William & Mary College on November 8, 2022 (00:00:00) - Introduction (00:01:39) - The Micron Technologies oligopoly (00:10:46) - Entrepreneurs aren't risk takers (00:15:48) - Model for running a non-profit/charity (00:20:22) - Adversity is a blessing (00:23:31) - Thou shalt not use Excel  (00:30:21) - Micron Technologies: Destination analysis (00:3...

Mohnish Pabrai's Q&A Session with Juan Pablo and Alejandro Salcedo at Mis Propias Finanzas on September 20, 2022 (00:00:00) - Introduction (00:01:36) - Lunch with Buffett (00:13:17) - Analyzing an Investment (00:21:03) - On Inheritance (00:25:51) - The Dakshana Story (00:30:34) - Book Recommendation (00:38:35) - My Retirement Plan (00:43:45) - Investing as a Career (00:44:57) - Global Investment O...

Mohnish Pabrai discusses three mental models in the spirit of Charlie Munger's latticework of mental models in a lecture to the University of Puerto Rico MBA students in San Juan, Puerto Rico.

Mohnish Pabrai and Kamal Khetan, Chairman and Managing Director of Sunteck Realty Ltd., talk with class of 2019 Dakshana Scholars at Dakshana Valley, Kadus Village, Pune, Maharashtra, India.

Mohnish Pabrai's Q&A Session with Ironhold Capital on September 16, 2022 (00:00:00) - Introduction (00:01:08) - Intrinsic Value (00:13:18) - Screening for Investment Ideas (00:22:47) - Identifying Moats (00:27:09) - Phil Fisher's Scuttlebutt method (00:31:54) - Lunch with Buffett (00:36:06) - Book Recommendation (00:37:44) - The Dakshana Story  

Mohnish Pabrai lecture to Trinity Student Managed Fund at Trinity Business School, Trinity College Dublin, in Dublin, Ireland, on February 21, 2019. (00:00:00) - Introduction (00:02:59) - BULL! A history of the boom and bust, 1982-2004 by Maggie Mahar (00:03:54) - THE DOW (1896 – 2019) (00:07:52) - Market conditions when Pabrai Funds started (00:09:36) - Price matters (00:12:14) - S&P 500 (1928 –...

Mohnish Pabrai's Q&A with London School of Economics on January 18, 2023 (00:00:00) - Intro (00:01:09) - Durable Moats (00:04:34) - Coca-Cola (00:08:05) - Apple (00:08:59) - Burlington Northern Railway (00:11:04) - Patience is your most valuable asset (00:14:47) - The Quest for 100 baggers (00:16:15) - Charlie's greatest investing mistake: Belridge Oil (00:19:33) - Reysas (00:25:36) - Japan Compan...

Boston College Presentation November 19, 2013 (00:00:00) - Introduction (00:01:28) - Thou Shalt Not Have an Investment Team (00:13:14) - Resources for Investment Analysis (00:20:08) - My Research and Investment Process (00:24:41) - Reviewing the Portfolio (00:28:58) - Cash Allocation in the Portfolio (00:38:09) - Circle of Competence (00:39:08) - Trade-off between Valuation and Growth (00:42:25) -...

Prof. Jiang Guohua's Value Investing Course "Compounding is the 8th Wonder of the World" (00:00:00) - Introduction (00:04:19) - Book: One thousand way to make $1000 (00:05:41) - The power of compounding (00:08:23) - Rule of 72 (00:15:58) - The  Wilson Coin Company (00:24:12) - 3 variables in Compounding (00:30:20) - Compounding @ 26% (00:36:45) - Lesson learnt from owning an Insurance company (00:...

Mohnish Pabrai at the TiE Austin Speaker Series - Investment & Entrepreneurs on August 12, 2022 (00:00:00) - Introduction (00:02:43) - Non-Venture backed Start-ups (00:05:06) - Managing Resources for the Start-Up (00:08:24) - Advantages of beginning as a Part-timer (00:12:01) - Amar Bhide's Framework of Entrepreneurship (00:15:34) - Identifying and Filling Offering Gaps (00:29:22) - Cloning is the...

Boston College, Carroll School of Management Presentation, December 3, 2015

Mohnish Pabrai's Q&A session with the Asian Institute of Technology, Bangkok on August 30, 2022 (00:00:00) - Introduction (00:02:13) - Rakesh Jhunjhunwala (00:06:48) - Uber Cannibals (00:17:49) - Multibaggers (00:24:07) - Key Traits of Value Investors (00:29:42) - Great Businesses vs. Great Investments (00:36:17) - Valuing a business (00:48:06) - Handling Losses (00:53:54) - When to Sell a Stock?...

Mohnish Pabrai's Q&A Session on Value Investing with Narsee Monjee Institute of Management Studies, Mumbai on June 16, 2022. (00:00:00) - Introduction (00:02:00) - Approaches to Value Investing (00:05:07) - The Multibaggers approach (00:08:54) - McDonald's 60+ years of compounding (00:15:50) - Chuck Akre's Three-Legged Stool (00:16:49) - Global Multibaggers (00:21:11) - Choose your focus (00:36:29...

Mohnish Pabrai's conversation with Lauren Templeton on Zenvesting podcast on July 25, 2022 (00:00:00) - Introduction (00:01:12) - Women Investors (00:09:18) - Lunch with Buffett (00:16:05) - Relationship with Charlie Munger (00:19:45) - My Journey towards Investing (00:30:01) - My Introduction to Warren Buffett (00:33:49) - Handling the Macro-economic Factors (00:35:50) - Investing in Internationa...

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value Investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:00:40) - The Quest for 10 to 100 Baggars (00:05:34) - Investment in Satyam Computers (00:10:31) - Blue Dart (00:13:28) - Kotak Mahindra Bank (00:14:19) - CMGI (00:20:25) - 1st type of 100 baggers – Moody, Coca-Cola, Visa etc. (00:31:16) - 2nd type of 100 bag...

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

Session with Sandeep Parekh 1st June 2022 (00:00:00) - Introduction (00:01:37) - The Dakshana Story (00:06:52) -  High risk and high return in philanthropy (00:09:00) -  Cloning the Super 30 model (00:12:24) -  Effect of macro & micro on investing (00:14:53) - The Dot Com Bubble of 1999-2000 (00:21:24) - Funeral businesses are amazing (00:27:05) - Shameless Cloning (00:32:50) -  Mis-priced assets...

Mohnish delved into many subjects including bullying and how India can become a sports powerhouse.

Q&A Session with the Members of Wall Street South Investment Club Wilbur O. And Ann Powers College of Business Clemson University (00:00:00) - Introduction (00:04:29) - Nick Sleep (00:10:04) - GameStop (00:14:58) - Shorting a stock (00:22:35) - Impact Investing (00:24:48) - Market Trends (00:26:15) - Reysas (00:32:57) - Bitcoin (00:36:08) - Nick Sleep's letters (00:41:03) - Investing is ideal for...

May 14, 2019 at London & Irvine, California (00:00:00) - Introduction (00:02:18) - The Ten Commandments of Investing (00:06:13) - My Daily Routine (00:12:16) - Being a Harsh Grader (00:19:52) - Exit Strategy (00:22:03) - Artificial vs. Human Intelligence (00:26:51) - Stock Buybacks (00:32:55) - Handling the Financial Crisis (00:36:21) - Human Reciprocation Tendencies (00:47:05) - Starting your Own...