Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015.

 

(00:00:00) - Introduction (00:04:43) - The Motors bubble - 1921 (00:06:56) - The Tronics bubble - 1959-62 (00:08:23) - The Dot com bubble - 1997-2000 (00:16:10) - The 1973-74 Nifty-Fifty crash (00:19:00) - Tesla vs. GM (00:21:07) - Netflix vs. Micron (00:26:11) - Go Pro (00:33:04) - Creation of stock market bubbles (00:55:01) - Super 30: Anand Kumar (01:00:34) - The Dakshana Foundation (01:05:39) - Warren's Too Hard Pile (01:07:52) - John Arrillaga's small circle of competence (01:09:15) - My daughter's introduction to compounding (01:16:22) - Tom Gayner (01:19:56) - Microcap vs. Large cap (01:25:06) - Focus on micro than macro (01:35:04) - Portfolio concentration