Chai with Pabrai Mohnish Pabrai

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.

Mohnish Pabrai's Q&A session with students at the JNV Kottayam on December 21, 2023.


(00:00:00) - Introduction

(00:01:53) - Dakshana scholar: T Ashok Kumar 

(00:10:49) - The Dakshana model 

(00:21:17) - Rule of 72 

(00:26:05) - Cloning Super 30; Anand Kumar 

(00:35:05) - Giving back to society 

(00:37:34) - Be a harsh grader 

(00:45:15) - Inner scorecard vs. Outer scorecard 

(00:48:18) - My educational journey 

(00:51:25) - My entrepreneurial journey 

(00:53:35) - Dakshana's objectives 

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 students at the JNV Bangalore (Rural) on December 24, 2023.



(00:00:00) - Introduction

(00:01:09) - Introduction to Buffett and Power of compounding 

(00:03:55) - Rule of 72 

(00:13:38) - Overcoming challenges at Dakshana 

(00:21:20) - Caste reservation vs. Income based system 

(00:30:24) - Handling the global financial crisis 

(00:34:08) - Cloning is a powerful mental model 

(00:37:27) - My educational journey 

(00:40:31) - My introduction to investing; Peter Lynch 

(00:42:17) - Reysas 

(00:46:47) - Work preferences 

(00:50:03) - Find your calling in 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.

Mohnish Pabrai’s session with YPO’s Mosaic Chapter on March 20, 2024.


(00:00:00) - Introduction

(00:02:05) - Friendship with Charlie Munger

(00:04:22) - Tom Peters; Humans aren’t good cloners

(00:07:39) - Microsoft

(00:09:24) - Berkshire's investment in See's Candies

(00:11:18) - Charlie was Ben Franklin reincarnated!

(00:16:56) - Charlie's influence over Warren Buffett

(00:21:14) - Charlie's mental models; Human reciprocation theory

(00:27:40) - Investment discussions with Charlie

(00:31:37) - Adam Grant: Give and Take

(00:39:50) - Lifetime ban at an LA casino

(00:44:07) - Poor Charlie's Almanack

(00:46:35) - Charlie's inheritance


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 Columbia Business School (CSIMA) on February 14, 2024.



(00:00:00) - Introduction

(00:01:28) - Berkshire's 12 great decisions

(00:04:52) - Burlington Northern Railways

(00:07:49) - See’s Candies: Berkshire’s big home run!

(00:12:48) - Evolution of my investment philosophy

(00:16:04) - Berkshire without Charlie

(00:20:06) - Be a harsh grader

(00:21:49) - Auto dealership business; OEMs vs. EVs

(00:25:38) - Evaluating a business

(00:28:50) - Met-coal

(00:31:18) - IPSCO vs. CONSOL

(00:39:06) - Circle of competence

(00:41:08) - Diversification of portfolio

(00:44:12) - Start your journey early

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 at the SumZero Virtual Investor Summit 2024 on February 8, 2024.


(00:00:00) - Introduction

(00:01:05) - Meta

(00:03:59) - Google vs. Microsoft

(00:08:17) - Dinner with Bill Gates 

(00:12:30) - TAV Airport

(00:20:23) - Investing in coal; David Einhorn

(00:25:23) - Auto OEMs 

(00:27:15) - Reysas

(00:30:14) - 20% Office Vacancy Rate! A 45-year high!

(00:33:32) - Macroeconomic factors

(00:36:58) - Charlie Munger; LA Country Club


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.