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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​.

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​.

    Mohnish Pabrai’s Q&A session with students at William & Mary College

    Mohnish Pabrai’s Q&A session with students at William & Mary College

    William & Mary College
    October 26, 2021
    (00:00:00) - Introduction
    (00:02:16) - Learnings from Charlie Munger
    (00:02:50) - Avoiding Self-pity
    (00:07:12) - Investing 101
    (00:08:31) - Buffett’s investing punch card
    (00:15:07) - Circle of competence
    (00:16:06) - Recruiting
    (00:18:35) - Learning from mistakes
    (00:21:41) - Startup Tips
    (00:23:55) - Leverage
    (00:25:40) - Adventures with Tech Cominco
    (00:36:01) - DCF Models
    (00:39:45) - Investment 102
    (00:42:18) - Stonetrust Insurance
    (00:47:09) - Dakshana Foundation
    (00:49:59) - Philanthropy, high risk and return
     

    • 53 min
    Mohnish Pabrai Presentation and Q&A with UCLA Student Investment Fund - November 5, 2020

    Mohnish Pabrai Presentation and Q&A with UCLA Student Investment Fund - November 5, 2020

    Mohnish Pabrai meets with members of the UCLA Student Investment Fund at the UCLA Anderson School of Management.
    (00:00:00) - Introduction
    (00:01:41) - Starting of Pabrai Funds
    (00:12:43) - Change in Investment Philosophy over time
    (00:31:18) - Sell-side research
    (00:36:35) - Inner and Outer Map
     

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

    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
     

    • 1 tim. 27 min
    Mohnish Pabrai Lecture at Boston College

    Mohnish Pabrai Lecture at Boston College

    Distinguished Speaker Series
    Professor Arvind Navaratnam
    October 14, 2021
    (00:00:00) - Introduction
    (00:02:04) - Competition is For Losers, Peter Thiel
    (00:08:25) - Rain Industries
    (00:12:39) - Monopolistic business models, Amazon and Google
    (00:17:14) - Redoing the Spaghetti code, AWS in business
    (00:19:09) - A Whale only gets harpooned only when it surfaces, Warren Buffett
    (00:20:00) - AWS, cloning by Microsoft and Google
    (00:24:15) - Monopolistic characteristics of giant Chinese tech companies
    (00:28:19) - Tencent (under)reporting style
    (00:30:24) - Naspers business model, Koos Bekker
    (00:40:58) - Better capital allocation by Amazon and Tencent
    (00:43:37) - Tencent business model
    (00:50:24) - The bazooka Model of Pony Ma
    (00:57:33) - How I became a value investor
    (01:02:22) - Chinese tech giants and political risk
    (01:03:16) - Dakshana Foundation’s Education Model
    (01:09:01) - Evolution of my investing style
    (01:12:58) - Mohnish’s investing framework on start-ups
    (01:17:31) - Ali Baba
    (01:23:18) - Competence and edge
    (01:24:54) - Change in Investment strategy due to Covid
    (01:37:50) - Application of NLP (Natural Language Processing) in investing
    (01:45:10) - Up and comers in the investment sector
    (01:47:40) - Quality of Management
    (01:50:29) - Book recommendations
     

    • 1 tim. 55 min
    Ramesh Damani & Mohnish Pabrai Q&A with Millennium Mams' - May 8, 2020

    Ramesh Damani & Mohnish Pabrai Q&A with Millennium Mams' - May 8, 2020

    Ramesh Damani (Chairman of Avenue Supermarts) and Mohnish Pabrai’s Q&A session with Millennium Mams.’ Millennium Mams' is a Kolkata-based non-profit organization dedicated to empowering women through financial literacy.
    (00:00:00) - Introduction
    (00:09:32) - Economic recovery post-Pandemic
    (00:15:30) - My Heroes in Life
    (00:23:28) - Learnings from Buffett and Munger
    (00:27:48) - Li Lu’s Journey
    (00:35:48) - US-China Trade War
    (00:41:40) - Will India benefit from the US-China Trade War?
    (00:52:55) - Investment Opportunities post-COVID
    (00:59:52) - Gold as an Investment Asset
    (01:03:36) - Cryptocurrencies
    (01:13:52) - Book Recommendations
    (01:16:14) - Charity Lunch with Buffett
     

    • 1 tim. 24 min
    London Business School (LBS) MBA students Q&A on May 19, 2021

    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
     

    • 1 tim. 1 min.

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