Chai with Pabrai

Mohnish Pabrai’s Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020

08.03.2022 - By Mohnish PabraiPlay

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Professor Jiang Guohua’s Students “Compounding with the Spawners” (00:00:00) - Introduction (00:04:33) - Choices for an investor (00:09:51) - The Path to Multi-Baggers (00:13:26) - Spawners (00:30:32) - The $50 Billion Rule (00:33:49) - Pabrai Spawning rules (00:36:38) - Set it and forget it (00:42:50) - Conglomerates vs. Spawners in Emerging Markets (00:43:44) - Fake Spawners (01:06:20) - Core traits of Spawners (01:19:04) - CMGI (01:22:47) - When wealth is lost (01:25:15) - Costco; Seritage (01:29:11) - Entrepreneur’s Advantage (01:33:00) - Leverage and Debt  

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