Chai with Pabrai

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 Machine

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

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'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 Company Handbook (00:30:15) - Circle of competence (00:32:35) - Margin of safety (00:32:57) - Be unreasonable (00:34:18) - Be an independent thinker (00:35:52) - Cloning ideas (00:40:07) - Thou shall never use Excel! (00:41:28) - Charlie's mental models

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

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) - Levered Businesses (00:43:19) - Investment Checklist (00:49:03) - Commodity-based Businesses (00:56:17) - Starting an Investment Career (00:59:42) - Book Recommendations (01:02:08) - Investing in Baskets of Stocks around Larger Themes (01:05:26) - Learnings from my early years

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

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

(00:39:57) - Zero management fees

(00:42:48) - Guy Spier

(00:45:07) - Investment outside US (India & China)

(00:49:54) - Investing in Berkshire Hathaway

(00:51:30) - Change in investment strategy

(00:53:55) - Managing personal assets

(00:56:59) - Finding the true value of a company

(01:07:36) - Stop-losses are dumb

(01:14:48) - My Worst Investment

(01:32:26) - Circle of Competence

(01:38:41) - Conviction

Mohnish Pabrai at the TiE Austin Speaker Series - Investment & Entrepreneurs on August 12, 2022. Leveraging Asymmetry: How to Build a Successful Business with No Funding or VCs

(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 Most Powerful Mental Model

(00:39:16) - Investing in Hyperinflation Economies

(00:45:12) - My Investing Journey

(00:49:42) - The Power of Truth

(00:57:19) - The Dakshana Story

(01:02:48) - Lunch with Buffett

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