Chai with Pabrai Mohnish Pabrai

Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024.


(00:00:00) - Introduction

(00:02:53) - Circle the Wagons

(00:08:18) - Intrinsic Value vs. Owners' Intrinsic Value

(00:16:47) - Starbucks

(00:17:34) - Ken Langone: Home Depot

(00:20:13) - Berkshire's 12 best decisions in 58 years; See's Candies vs Coca Cola

(00:27:22) - Evaluating the management team

(00:32:23) - Advice for young investors

(00:33:48) - My educational journey

(00:38:19) - Memories of Charlie

(00:43:24) - Learnings from Charlie Munger

(00:45:54) - Cloning is the best model; Chipotle

(00:49:25) - Heads I win; Tails I don't lose much

(00:51:46) - CONSOL Energy vs. IPSCO

(00:57:01) - Value investing

(00:59:05) - Impact of macro-economic factors

(01:01:13) - Passing on value system to your kids

(01:05:01) - Loss aversion: Minimizing risk

(01:07:35) - Debt-free businesses are best

(01:10:32) - Index investing

(01:11:55) - Cryptocurrency

(01:12:49) - Knowledge is cumulative 

The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Mohnish Pabrai's Q&A session with Dakshana Scholars at the JNV Pune on December 25, 2023
 
(00:00:00) - Introduction 

(00:01:56) - One of Dakshana’s best alums: T. Ashok Kumar 

(00:06:06) - Public speaking, lifelong advantage: Toastmasters 

(00:09:29) - Education system in India vs. US 

(00:18:51) - Merit over Money 

(00:24:40) - Rule of 72 

(00:35:12) - Maximizing Social Impact 

(00:36:52) - Don't Worry About Low Scores 

(00:42:34) - Marcus Aurelius: Failure is the key to Success 

(00:45:29) - Clone Great Ideas 

(00:54:07) - Pursue Happiness


 
The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be financial, legal, accounting, tax, or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation, or needs, and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Mohnish Pabrai's Interview at My First Million Podcast on April 4, 2024.


(00:00:00) - Introduction

(00:00:34) - Why entrepreneurs make the best investors 

(00:03:09) - Buffett's early entrepreneurial adventures 

(00:08:13) - Buffett's introduction to Ben Graham 

(00:11:39) - See's Candies 

(00:17:59) - My entrepreneurial journey 

(00:30:25) - Entrepreneurs don’t take risks 

(00:32:36) - Richard Branson: Virgin Atlantic 

(00:36:19) - The Patels' motels business in the US 

(00:41:16) - Introduction to Warren Buffett 

(00:46:12) - Pabrai Funds 

(00:54:37) - Lunch with Warren Buffett 

(00:59:16) - Learnings from Buffett: Be a harsh grader 

(01:05:32) - Dhandho Investing: Heads I win, Tails I don’t lose too much 

(01:07:21) - IPSCO 

(01:09:09) - Investing in coal 

(01:10:12) - Private vs. Public auction-driven markets 

(01:12:53) - Index funds 

(01:14:20) - What Puddy (of Seinfeld) can teach us about investing! 

(01:17:21) - Compounding; The rule of 72 

(01:22:40) - Berkshire's 12 best decisions; Ajit Jain 

(01:29:02) - John Templeton: Trouble is opportunity 

(01:29:56) - Cryptocurrency 

(01:31:01) - Nick Sleep; Amazon 

(01:36:21) - The Walton's Family; Walmart 

(01:37:13) - Reysas 

(01:42:26) - Capital allocation: Meta 

(01:44:13) - Elon Musk 

(01:46:11) - Learnings from Charlie

The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.




 

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023


(00:00:00) - Introduction 

(00:00:29) - Cloning Super 30 

(00:03:50) - Rule of 72 

(00:09:15) - Ultra-high Social Return on Invested Capital 

(00:17:16) - Integrity in Philanthropy 

(00:22:38) - Akshaya Patra: The best of the best! 
 


The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be financial, legal, accounting, tax, or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation, or needs, and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Mohnish Pabrai's Session at The Investor’s Podcast on April 1, 2024


(00:00:00) - Introduction

(00:01:44) - TransTech 

(00:03:39) - Managing other people’s money 

(00:08:54) - My journey in investing 

(00:11:51) - The happiness equation 

(00:17:12) - Learnings from Buffett; Be a harsh grader 

(00:22:06) - The importance of truth and candor 

(00:24:06) - Bridge vs. Poker 

(00:28:59) - Infinite games 

(00:30:56) - McDonalds 

(00:34:02) - Boeing 

(00:36:12) - Processing information from books 

(00:40:24) - Pabrai Fund's track record 

(00:45:25) - The game of investing 

(00:49:20) - The Dakshana Foundation; Philanthropy


The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Mohnish Pabrai's Session with Massachusetts Institute of Technology's Brass Rat Investments on March 12, 2024



(00:00:00) - Introduction

(00:02:03) - Berkshire's 12 great decisions in 58 years 

(00:05:06) - See's Candies vs. Coke 

(00:11:55) - Burlington Northern Santa Fe Railroad 

(00:16:54) - The Intrinsic value of a stock 

(00:20:52) - Learnings from Charlie Munger 

(00:27:24) - The Dakshana Foundation 

(00:33:17) - Sergio Marchionne: Fiat Chrysler 

(00:38:59) - Identifying investment opportunities 

(00:47:35) - Finding Anomalies; Seinfeld: Is this anything? 

(00:52:56) - Investing in Turkey; Coca-Cola Icecek 

(00:56:28) - A day in my life

The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.