Chai with Pabrai

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?

(01:00:36) - Investing in China

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 International Markets

(00:45:27) - The Dakshana Story

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 baggers – Amazon, Costco etc

(00:33:34) - 3rd type of 100 baggers – IPSCO, Fiat etc

(00:44:47) - Tesoro Petroleum

(00:50:26) - Frontline

(01:00:23) - Teck Cominco

(01:03:43) - 4th type of 100 baggers

(01:08:41) - 5th type of 100 baggers – Silicon Valley Bank

(01:19:11) - Frontline 2.0

(01:27:10) - Circle of Competence

(01:32:02) - Your inner calling

(01:41:23) - There is no suffering in this world

(01:43:08) - Value is its own catalyst

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

(00:40:19) - Sold too soon! Wise too late!

(00:52:36) - The Power of compounding

(01:04:35) - Investing in India

(01:08:19) - Ben Graham Net Nets

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 Gentlemen or Ladies of Leisure

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 Fund

(00:53:32) - Berkshire Hathaway Annual Meetings

(00:56:12) - Investing as a Career

Mohnish Pabrai gives the keynote speech at the 8th Morningstar Investment Conference in Mumbai, India on October 24, 2018 and discusses the 10 Commandments of Investment Management.

(00:00:00) - Introduction (00:02:05) - Commandment 1: Thou shall not skim off the top (00:04:21) - Commandment 2: Thou shall not have an investing team (00:06:24) - Commandment 3: Thou shall accept that thou shall be wrong at least 1/3rd of the time (00:07:47) - Commandment 4: Thou shall look for hidden P/E of 1 stocks (00:09:28) - Rain Industries (00:11:11) - Commandment 5: Thou shall never use Excel (00:12:06) - Commandment 6: Thou shall always have a rope to climb out of deepest wells (00:17:53) - Commandment 7: Thou shall be singularly focused like Arjuna (00:20:18) - Commandment 8: Thou shall never short (00:21:43) - Commandment 9: Thou shall not be leveraged. Neither a lender nor a borrower be (00:23:43) - Commandment 10: Thou shall be shameless cloner (00:24:08) - Lunch with Buffett (00:26:41) - Inner scorecard vs. outer scorecard (00:27:42) - Portfolio concentration (00:29:21) - Growth vs. value investing (00:30:56) - Motherson Sumi (00:31:36) - Invest in growing pies (00:34:53) - Fee structure (00:37:24) - Investing in India (00:39:44) - Poor Charlie's Almanack