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

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 Q&A Session on Value Investing with Narsee Monjee Institute of Management Studies, Mumbai on June 16, 2022.

(00:00:00) - Introduction

(00:02:00) - Approaches to Value Investing

(00:05:07) - The Multibaggers approach

(00:08:54) - McDonald's 60+ years of compounding

(00:15:50) - Chuck Akre's Three-Legged Stool

(00:16:49) - Global Multibaggers

(00:21:11) - Choose your focus

(00:36:29) - Is Value Investing dead now?

(00:49:18) - Venture Capital Investing vs. Public Equities

(00:54:01) - Passive Index Investing

(01:00:07) - Handling Drawdowns

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