Episodes
Published 05/01/24
Mohnish Pabrai's Q&A session with students at the JNV Kottayam on December 21, 2023.
(00:00:00) - Introduction
(00:01:53) - Dakshana scholar: T Ashok Kumar
(00:10:49) - The Dakshana model
(00:21:17) - Rule of 72
(00:26:05) - Cloning Super 30; Anand Kumar
(00:35:05) - Giving back to society
(00:37:34) - Be a harsh grader
(00:45:15) - Inner scorecard vs. Outer scorecard
(00:48:18) - My educational journey
(00:51:25) - My entrepreneurial journey
...
Published 04/23/24
Published 04/23/24
Mohnish Pabrai's Q&A session with students at the JNV Bangalore (Rural) on December 24, 2023.
(00:00:00) - Introduction
(00:01:09) - Introduction to Buffett and Power of compounding
(00:03:55) - Rule of 72
(00:13:38) - Overcoming challenges at Dakshana
(00:21:20) - Caste reservation vs. Income based system
(00:30:24) - Handling the global financial crisis
(00:34:08) - Cloning is a powerful mental model
(00:37:27) - My educational journey
(00:40:31) -...
Published 04/23/24
Mohnish Pabrai’s session with YPO’s Mosaic Chapter on March 20, 2024.
(00:00:00) - Introduction
(00:02:05) - Friendship with Charlie Munger
(00:04:22) - Tom Peters; Humans aren’t good cloners
(00:07:39) - Microsoft
(00:09:24) - Berkshire's investment in See's Candies
(00:11:18) - Charlie was Ben Franklin reincarnated!
(00:16:56) - Charlie's influence over Warren Buffett
(00:21:14) - Charlie's mental models; Human reciprocation theory
(00:27:40) -...
Published 04/15/24
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024.
(00:00:00) - Introduction
(00:01:28) - Berkshire's 12 great decisions
(00:04:52) - Burlington Northern Railways
(00:07:49) - See’s Candies: Berkshire’s big home run!
(00:12:48) - Evolution of my investment philosophy
(00:16:04) - Berkshire without Charlie
(00:20:06) - Be a harsh grader
(00:21:49) - Auto dealership business; OEMs vs. EVs
(00:25:38) - Evaluating a...
Published 03/22/24
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024.
(00:00:00) - Introduction
(00:01:05) - Meta
(00:03:59) - Google vs. Microsoft
(00:08:17) - Dinner with Bill Gates
(00:12:30) - TAV Airport
(00:20:23) - Investing in coal; David Einhorn
(00:25:23) - Auto OEMs
(00:27:15) - Reysas
(00:30:14) - 20% Office Vacancy Rate! A 45-year high!
(00:33:32) - Macroeconomic factors
(00:36:58) - Charlie Munger; LA Country...
Published 03/13/24
Mohnish Pabrai's Q&A with Value Education Society at London School of Economics on January 30, 2024.
(00:00:00) - Introduction
(00:01:59) - Seinfeld: Is this anything?
(00:04:26) - The Dhandho Investor
(00:05:34) - Ferrari: Sold too soon
(00:06:46) - Evaluating management; Fiat Chrysler
(00:11:48) - Stellantis: Carlos Tavares
(00:12:50) - Elon Musk vs. Chuanfu Wang
(00:16:27) - Learnings from Charlie Munger
(00:20:11) - Be a shameless cloner
(00:24:46) - My...
Published 02/22/24
Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023.
(00:00:00) - Introduction
(00:04:52) - Coca-Cola Icecek vs. Varun Beverages
(00:05:45) - Varun Beverages
(00:12:47) - Anadolu Efes & Coca-Cola Icecek
(00:28:07) - Investing in Turkiye
(00:33:02) - Reysas
(00:44:01) - Valuations matter - Microsoft (1999-2015) & Coca-Cola (1998-2011)
(00:49:30) - Thou shall not have an investing team
(00:54:08) - Portfolio sizing
...
Published 02/12/24
Mohnish Pabrai's Interview at Morningstar, The Investor's Mind on December 1, 2023.
(00:00:00) - Introduction
(00:02:52) - Lunch with Buffett; Be a harsh grader
(00:07:42) - Impact of personal experiences in investing
(00:11:44) - Handling the global financial crisis
(00:15:45) - Breaking Bread with Charlie Munger
(00:19:25) - 2009 Financial Crisis
(00:22:51) - The inner vs the outer scorecard
(00:24:44) - Leading an aligned life
(00:28:04) - Playing Bridge
The...
Published 02/09/24
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023.
(00:00:00) - Introduction
(00:00:49) - My introduction to investing
(00:04:29) - Circle of competence; John Arrillaga
(00:08:14) - Nick Sleep
(00:10:22) - Learning from mistakes
(00:14:53) - Assessing management team
(00:17:01) - Transdigm
(00:21:15) - Japanese markets
(00:25:19) - Uncertainties in investing
(00:27:36) - Autonomy for investment managers
...
Published 01/23/24
Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023.
(00:00:00) - Auction-driven markets
(00:02:07) - Berkshire's PetroChina investment
(00:04:34) - Anomaly-based investing
(00:05:27) - Reysas
(00:08:36) - Macro-economic factors in investing
(00:11:29) - Clemson to Austin
(00:14:32) - Finding anomalies; Investing in Turkey
(00:17:24) - Funeral home business
(00:20:14) - 13F filings
(00:21:30) - Car...
Published 01/09/24
Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023
(00:00:00) - Introduction
(00:02:45) - My introduction to Warren Buffett
(00:04:28) - Chuck Feeney: The Billionaire who wasn't
(00:06:28) - The Dakshana Foundation
(00:08:28) - Learnings from my childhood
(00:14:21) - Cloning is a powerful mental model
(00:15:50) - Microsoft: The most relentless cloner
(00:17:33) - Sam Walton: Walmart
(00:20:48) - Can cloning be...
Published 12/26/23
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 Industries
(00:35:11) - Reysas
(00:41:10) - Fiat Chrysler;...
Published 12/18/23
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...
Published 12/04/23
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...
Published 11/14/23
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...
Published 10/24/23
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 entrepreneur when investing
(00:38:38) - Investing in Turkey
...
Published 09/26/23
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...
Published 09/14/23
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) -...
Published 08/09/23
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...
Published 07/12/23
Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023
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) - Handling investing mistakes
(00:24:39) - Nvidia
...
Published 07/04/23
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. Macro
(00:32:05) - Investment in Turkey
(00:35:19) -...
Published 06/27/23
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 recommendations
(00:40:21) - Identifying multibaggers
...
Published 06/21/23
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
(00:23:38) - Market trends
(00:24:27) - Ron Insana: Trend Watching
...
Published 06/16/23
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