Chai with Pabrai

Mohnish Pabrai
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Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic: Perspectives on Investing. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

  1. hace 4 días

    Mohnish Pabrai's Interview with New Money on July 21, 2026

    Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026. (00:00:00) - Introduction (00:00:35) - Investing in Berkshire Hathaway Class B shares (00:03:02) - Berkshire Hathaway: Handling a trillion-dollar portfolio (00:06:19) - Berkshire's investment in Google (00:09:36) - The gold rush: Memory businesses; Micron (00:12:36) - Kaspi (00:16:19) - Your deepest desire is your destiny; Finding stocks on Value Investors Club (00:22:15) - Invest in your highest conviction bets (00:25:50) - How to decide about investing in a stock; Adobe vs. Kaspi (00:28:44) - SpaceX; Elon Musk (00:32:54) - The too hard pile (00:35:59) - Evaluating the management; NVR (00:39:55) - Focus: The most important mental model (00:41:20) - When to exit from a position; Impact of business moats 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. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

  2. 3 ago

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

    Professor Jiang Guohua's Students "Compounding with the Spawners" (00:00:00) - Introduction (00:04:41) - Choices for an investor (00:09:58) - The Path to Multi-Baggers (00:13:35) - Spawners (00:30:40) - The $50 Billion Rule (00:33:57) - Pabrai Spawning rules (00:36:46) - Set it and forget it (00:42:58) - Conglomerates vs. Spawners in Emerging Markets (00:43:52) - Fake Spawners (01:06:27) - Core traits of Spawners (01:19:12) - CMGI (01:22:54) - When wealth is lost (01:25:24) - Costco; Seritage (01:29:18) - Entrepreneur's Advantage (01:33:07) - Leverage and Debt

  3. 30 jul

    The Kolkata Value Hunters Club; Q&A with Mohnish Pabrai

    Knowledge Speakers Series May 12, 2021 (00:00:00) - Introduction (00:04:03) - Value vs Growth Investing (00:29:23) - Investments in India (00:38:25) - Learnings from Warren Buffett and Charlie Munger (00:43:19) - Dakshana Foundation (00:48:18) - Impact of COVID on businesses (00:52:03) - Indian hotels business (00:56:28) - What's a great business? (00:58:17) - How to select Best Value Proposition? (01:07:58) - Unicorns in India (01:12:57) - Mohnish's schedule (01:17:31) - Death and Rebirth business (01:23:03) - India's growth and market

  4. 30 jul

    London Business School (LBS) MBA students Q&A on May 19, 2021

    This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club (00:00:00) - Introduction (00:02:47) - Changes in our Economy post-COVID (00:08:21) - Entrepreneur's Advantage (00:15:11) - Advise to New Investors (00:19:37) - Inner Scorecard (00:24:09) - Evaluating Management (00:30:42) - Investment in Graftech (00:38:56) - Portfolio Construction (00:43:46) - Mumbai Real Estate (00:49:27) - Impact of Exchange Rate on Investments (00:52:51) - Learnings from Nick Sleep

  5. 30 jul

    Value Investing Masterclass with NUS MBA students at NUS Business School

    NUS MBA Finance Club, NUS Business School January 19, 2022 (00:00:00) - Introduction (00:02:43) - Captive Finance Company (00:13:38) - Funeral Business (00:22:49) - Investment in IPSCO (00:26:53) - High Uncertainty, Low risk; High returns (00:27:32) - Silicon Valley Bank (00:34:46) - Power of compounding (00:36:01) - Value investing is not dead (00:38:30) - Investing as treasure hunt (00:42:58) - Lessons from Warren Buffett (00:45:43) - Investment in Alibaba and China (00:48:28) - Chuck Akre; 3-legged stool

  6. 30 jul

    Mohnish Pabrai's Q&A Session with Narsee Monjee Institute of Management Studies, Mumbai

    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

  7. 30 jul

    Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

    Prof. Jiang Guohua's Value Investing Course "The Quest for 10-100 Baggers"

  8. 30 jul

    Mohnish Pabrai Lecture at Univ. of California, Irvine (UCI), June 7, 2017

    Few Bets. Big Bets. Infrequent Bets. In his talk at the University of California at Irvine's Paul Merage School of Business, Mohnish discusses five decisions by Warren Buffett and Charlie Munger over a 20-year period (1968 – 1988) that moved the needle for Berkshire. Mohnish also talks about some of the intense difficulties that Warren Buffett and Charlie Munger faced along the way. No pain, no gain! (00:00:00) - Introduction (00:02:16) - S & H Green Stamps (00:04:02) - Blue Chip Stamps (00:09:44) - Diversified Retailing (00:11:03) - See's Candy (00:11:56) - Buffalo News (00:14:30) - Wesco Financial and Freddie Mac (00:18:08) - Wheeler Munger Partnership (00:23:03) - Tenneco Stock (00:26:30) - Difference in Pabrai Funds and Dhandho (00:28:14) - Patience is like law of physics in investment (00:31:16) - Few Bets, Big Bets, Infrequent Bets (00:42:28) - Compounding is the 8th wonder of the world (00:43:33) - Investing is for those who love to watch paint dry (00:46:43) - Time spent on analysing a company's product and services (00:50:52) - Philanthropic efforts; Dakshana Foundation (00:55:00) - Principles of value investing on diversified businesses (00:58:36) - Portfolio Diversification (01:01:03) - Work life balance (01:04:07) - Mental Models (01:07:44) - Investment in Chinese market and Circle of competence (01:09:46) - High uncertainty and high risk (01:16:55) - Extreme patience with extreme decisiveness (01:18:25) - How to network to get investment ideas (01:21:55) - Leverage (01:29:16) - Auto insurance (01:38:05) - South Korea market

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Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic: Perspectives on Investing. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

Información

  • Creador
    Mohnish Pabrai
  • Años de actividad
    2020 - 2026
  • Episodios
    132
  • Clasificación
    Explícito
  • Mostrar sitio web
    Chai with Pabrai

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