Professor Anuroop Duggal’s Value Investing Class Columbia Business School Columbia University

(00:00:00) - Introduction

(00:03:46) - Laws of investing

(00:06:24) - Following Warren Buffett

(00:07:39) - Finding long term compounders

(00:09:05) - Early-stage businesses

(00:13:54) - 10 bagger business ideas

(00:17:30) - Copart: From Junk to Gold

(00:28:04) - Uber Cannibals

(00:33:13) - Investing is a game of probability

(00:36:43) - Ollies’ business model

(00:40:28) - Relationship with other investors

(00:47:38) - Marginal safety

(00:51:42) - My 401k plan

(00:54:35) - Businesses are fragile

(00:57:08) - Dakshana Foundation

Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University April 7, 2020

(00:00:00) - Introduction

(00:04:40) - Purchase of Stonetrust Insurance

(00:8:30) - Insurance Business Model

(00:11:05) - Sale of Stonetrust Insurance

(00:22:47) - Valuing an Insurance company

(00:25:12) - Being a harsh grader

(00:30:40) - Circle of Competence

(00:42:03) - Start early with investing

(00:55:48) - Improving your Circle of Competence

(01:02:58) - Learnings from investment mistakes

(01:09:54) - Value Investment Categories

(01:29:16) - Probability estimation for outcomes

(01:34:28) - Philip Fisher’s Scuttlebutt method

(01:37:10) - Munger’s advice on sharing Investment ideas

(01:42:20) - Human response to Economy

The Wall Street Lab Podcast

Interviewer: Andreas von Hirschhausen

January 5, 2022

(00:00:00) - Introduction

(00:01:07) - Dhandho meaning

(00:02:22) - The story of Patels

(00:04:50) - Mohnish’s Journey as an Investor

(00:09:55) - Difference between Great Compounder and Growth Stock

(00:13:09) - Studying Businesses

(00:22:25) - Learning from mistakes

(00:28:35) - Chinese Market and Investment

(00:32:02) - Venture Capital Business

(00:37:21) - Value Investing

(00:40:42) - Investor should be like watching paint dry

(00:45:40) - Deepest Desire is your Destiny

Mohnish Pabrai's Speaker Event with Helvetian Investment Club at St. Gallen University on November 29, 2022

(00:00:00) - Introduction (00:01:30) - Satyam Computer Services (00:08:01) - Asymmetry mental model (00:16:29) - Thou shall not have an investing team (00:18:46) - Asymmetry mental model Part 2 (00:20:34) - Equities vs. other asset classes (00:23:30) - Asymmetry mental model Part 3 (00:32:40) - Power vs. Force (00:35:50) - Present education system (00:39:20) - Rakesh Jhunjhunwala's journey (00:41:22) - Jack Nicholson: "You can't handle the truth" (00:42:07) - Walton Family & their Walmart ownership (00:42:38) - Amazon (00:43:24) - Crisil (00:47:36) - Career advice in investing (00:51:31) - Don’t try to learn too much from your mistakes

Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022 (00:00:00) - Introduction (00:05:47) - Selecting an investing manager (00:09:03) - Rain Industries (00:12:01) - You need a rope to get out of deep wells (00:14:33) - Investing in Türkiye (00:18:33) - Active vs passive investing (00:24:18) - Reysas (00:26:49) - Let fundamentals instruct us, not stock price (00:29:46) - Pre-Investment checklist (00:31:26) - IBM (00:36:12) - Alternative investments (00:39:06) - Due diligence in emerging markets (00:42:16) - Approach to philanthropy (00:46:31) - Value vs. Growth investing

Mohnish Pabrai's Q&A Session in Nairobi with EO Kenya on October 8, 2022

(00:00:00) - Introduction
(00:04:15) - Buying Manhattan from the Native American Indians in 1626
(00:12:32) - My daughter's investment journey
(00:19:48) - Active vs. passive investing
(00:30:42) - Circle of competence
(00:37:34) - Dhandho investing
(00:39:24) - Reysas
(00:45:00) - Munger's biggest mistake: Belridge Oil
(00:49:19) - Chuck Akre's three-legged stool

Mohnish delved into how to fight corruption in India; Why is India poor? Etc.

Sales/Marketing Reading Materials Referenced in Mohnish’s Presentation 1. Marketing High Technology by William Davidow 2. Power vs. Force by David Hawkins 3. Strategic Selling by Miller/Heiman 4. Conceptual Selling by Miller/Heiman 5. Successful Large Account Management by Miller/Heiman 6. The Origin and Evolution of New Businesses by Amar Bhide 7. Inc. Magazine Subscription 9. In Search of Excellence by Tom Peters 8. Ogilvy on Advertising by David Ogilvy

May 1, 2019 at Irvine, California

Professor Jiang Guohua’s Students

“Great Businesses vs. Great Investments”

(00:00:00) - Introduction

(00:04:20) - Cloning

(00:07:42) - Great Businesses vs. Great Investments

(00:09:07) - Mastercard vs. Sunteck Realty

(00:22:55) - Motherson Sumi vs. Rain Industries

(00:36:32) - Warren Buffett's Coke Investment

(00:39:04) - Rain Industries

(00:50:42) - Rain Industries

(00:55:58) - Motherson Sumi