Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014 Chai with Pabrai

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014


(00:00:00) - Introduction

(00:03:28) - Starting Pabrai Investment Fund

(00:05:01) - Dakshana Foundation; the 2% model

(00:12:42) - Dhandho Holdings

(00:14:06) - Insurance vs. Investing

(00:20:31) - Buying Iowa farm land

(00:30:07) - Volatility: An advantage for auction driven markets

(00:33:02) - When to sell a stock

(00:39:14) - Munger: “I always had someone to discuss my investment ideas with.”

(00:43:51) - Hero MotoCorp

(00:48:51) - Opportunity cost of sitting on cash

(00:53:37) - Investing in India

(00:56:22) - The Dakshana journey

(01:12:15) - Impact of value investing on personal life