Chai with Pabrai Mohnish Pabrai

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
 

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
 

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
 

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
 

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
 

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