Chai with Pabrai

Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023.

(00:00:00) - Introduction (00:02:25) - Investing basics in school curriculums (00:05:58) - Investing in improving yourself (00:12:21) - Dhandho investing; Jugaad (00:15:30) - Employment opportunities in India vs the US (00:19:55) - Moving from passive investing to active management (00:23:33) - Handling investing mistakes (00:24:39) - Nvidia (00:26:30) - Microsoft (00:31:51) - Democratizing investing (00:33:56) - Better off focussing on the micro versus the macro (00:41:46) - Quality is more important than quantity (00:44:08) - ESG (00:47:28) - Venture Capital (00:52:27) - Bill Gates

Stephen D. Cutler Center for Investments and Finance, Babson College Managing Director: Patrick Gregory

(00:00:00) - Introduction (00:02:03) - Value vs Growth Investing (00:05:45) - Microsoft (00:09:12) - Volatility in auction driven markets (00:14:36) - Portfolio management (00:18:32) - Change in Investment philosophy (00:22:45) - Walmart vs Nifty 50 (00:25:26) - Reysas (00:29:43) - Micro vs. Macro (00:32:05) - Investment in Turkey (00:35:19) - John Arrillaga's Tiny Circle of Competence (00:41:49) - Structural changes due to pandemic (00:46:47) - Three variables that drive long-term wealth (00:47:39) - My daughter's introduction to investing

Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023

(00:00:00) - Introduction (00:02:28) - Value investing; Amazon (00:09:52) - Learnings from Charlie Munger; Doheny Ranch, California (00:18:23) - Be a harsh grader while choosing your friends (00:27:17) - Li Lu (00:33:15) - Investing in China (00:38:14) - Cryptocurrency & algorithmic trading (00:39:27) - Book recommendations (00:40:21) - Identifying multibaggers (00:42:13) - My investing journey (00:46:49) - Book recommendation: Poor Charlie's Almanack (00:48:28) - Adam Grant: Give and Take (00:54:22) - Identifying great businesses (01:02:31) - Lunch with Buffett

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

(00:27:37) - Your deepest desire is your destiny

(00:32:47) - Holdings of Agnelli family

(00:34:56) - Auction driven markets

(00:37:52) - Discounts in equity market

(00:41:05) - Balancing personal and professional life

(00:45:38) - Friendship with Charlie Munger

(00:47:32) - The Dakshana Foundation

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 (01:01:35) - You are who your friends are (01:03:17) - Dakshana scholar: T. Ashok Kumar (01:07:16) - Handling family expectations

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 Three-legged stool (00:29:51) - Compounding is the 8th wonder of the world (00:33:47) - Silicon Valley Bank (00:36:37) - Reysas (00:38:38) - Identifying great businesses (00:44:02) - Investing in Turkey (00:47:06) - Seritage (00:48:29) - Start specializing at the age of 11 (00:50:39) - Circle of competence (00:52:37) - Ajit Jain (00:57:18) - Index Investing

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 to happiness is elimination of desire (00:54:38) - You are who your friends are

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 (00:56:48) - Why did I choose India for Dakshana (01:10:51) - My journey – from a below average to topper student (01:19:36) - Handling adversities (01:24:33) - Dakshana Scholars T Ashok Kumar & Rajeev (01:34:46) - How to win friends and influence people – Dale Carnegie (01:37:48) - Charlie Munger's human reciprocation mental model (01:49:34) - Ben Franklin (01:53:43) - Cloning as a mental model

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 & Blue Dart (00:53:08) - Rakesh Jhunjhunwala (00:54:34) - Anomaly-based investing (00:56:20) - Reysas (01:00:32) - Varun Beverages and Coca-Cola Icecek (01:05:08) - When to sell a stock? (01:08:35) - Equities vs other asset classes (01:13:21) - PeopleSoft (01:18:00) - Teaching kids about money (01:24:05) - Reading advice (01:28:32) - Dakshana Foundation (01:35:16) - Compounding is the 8th wonder of the world

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 to see (00:40:38) - A man, a Plan, a Canal, Panama (00:49:26) - TransTech (00:54:13) - Ben Franklin (00:59:18) - Giving back to society (01:02:09) - Government Reservation System