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 for investors in Pabrai Funds

(00:37:09) - Stock picking

(00:40:27) - Seritage stock

(00:44:49) - Quality of a business

(00:48:24) - Ideal number of stocks

(00:49:21) - Understanding a business

(00:53:50) - Market trends

At JNV Bengaluru Urban. Compounding is the 8th Wonder of the World!

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 stock (00:44:11) - Intrinsic Value (00:46:25) - Global investment opportunities (00:54:06) - Too hard pile (00:58:24) - TAV business model (01:02:31) - Learning from mistakes (01:07:20) - The Dakshana story

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) - My Investing Journey (00:12:51) - Lifetime Blackjack Ban (00:19:55) - Las Vegas (00:22:56) - Value investing during the pandemic (00:27:47) - Microsoft (00:30:27) - Long term interest rates vs valuations (00:32:06) - Buffett and Munger during the pandemic (00:35:34) - Forget the macro, Focus on micro (00:38:31) - Live Nation (00:39:47) - Funeral services are great businesses (00:43:12) - Zero Fee Structure (00:47:41) - Investing is a solitary activity (00:49:25) - The Dakshana story

Prof. Jiang Guohua's Value Investing Course

"The Quest for 10-100 Baggers"

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