Episodes
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
Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023
(00:00:00) - Introduction
(00:00:54) - Poor Charlie's Almanack; handling biases
(00:02:55) - Investing in Turkey
(00:06:12) - Circle the wagons
(00:08:54) - Nifty 50 in 1970's
(00:11:51) - Rakesh Jhunjhunwala
(00:13:57) - Naspers
(00:19:09) - Shinoken; share buybacks
(00:24:08) - How has my investing changed over the years
(00:26:07) - Stock based compensation
(00:29:17) -...
Published 06/05/23
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) - Avoid looking back, focus on looking forward
...
Published 05/26/23
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) - Buffett's Coke investment
(00:26:35) - Chuck Akre's...
Published 05/25/23
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) - Giving back to society
(00:49:15) - Buddha: The key...
Published 05/15/23
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) - Nelson Mandela
(00:50:56) - Marcus Aurelius: Stoicism
...
Published 05/03/23
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) - COVID-19 pandemic
(00:44:32) - Satyam Computers &...
Published 04/28/23
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 model and objectives
(00:39:13) - Gandhi: Be the change you wish...
Published 04/27/23
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
(00:33:19) - Large inheritances do more harm than good
(00:37:03) -...
Published 04/17/23
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 desire
(00:28:19) - My journey – from a below average to...
Published 04/17/23
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 factors
(00:27:04) - Investing in Turkey
(00:30:27) - Reysas
(00:40:14) -...
Published 04/14/23
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
(00:33:17) - IBM
(00:38:54) - Li Lu
(00:47:04) -...
Published 04/11/23
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 Mines
(00:21:54) - Auction driven markets: Communication Design...
Published 03/15/23
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 Baba vs. Tencent
(00:38:03) - Indian Energy Exchange
(00:41:51) - Adani...
Published 03/07/23
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
(00:20:51) - Value investing
(00:25:18) - Money manager
(00:30:32) - Rules...
Published 03/02/23
At JNV Bengaluru Urban.
Compounding is the 8th Wonder of the World!
Published 03/02/23
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
(00:35:45) - Macroeconomic factors
(00:39:51) - When to sell a...
Published 03/02/23
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 during the pandemic
(00:06:20) - Capitalism and businesses are fragile
(00:10:19) -...
Published 03/01/23
Prof. Jiang Guohua's Value Investing Course
"The Quest for 10-100 Baggers"
Published 02/28/23
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
(00:36:42) - Micro Trumps Macro: Ignore macro
(00:38:15) - Buffett: The Learning...
Published 02/28/23
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 Opportunities
(00:49:07) - Cryptocurrencies
Published 02/28/23
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.
Published 02/28/23
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.
Published 02/28/23
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
Published 02/28/23
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 – 2019)
(00:12:43) - Nasdaq (1971 – 2019)
(00:13:19) - Sensex (1979 –...
Published 02/23/23