Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014
Description
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
Mohnish Pabrai's Session with Massachusetts Institute of Technology's Brass Rat Investments on March 12, 2024
(00:00:00) - Introduction
(00:02:03) - Berkshire's 12 great decisions in 58 years
(00:05:06) - See's Candies vs. Coke
(00:11:55) - Burlington Northern Santa Fe...
Published 05/01/24