1 hr 40 min

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

    • Investing

Professor Jiang Guohua’s Students
“Compounding with the Spawners”
(00:00:00) - Introduction
(00:04:33) - Choices for an investor
(00:09:51) - The Path to Multi-Baggers
(00:13:26) - Spawners
(00:30:32) - The $50 Billion Rule
(00:33:49) - Pabrai Spawning rules
(00:36:38) - Set it and forget it
(00:42:50) - Conglomerates vs. Spawners in Emerging Markets
(00:43:44) - Fake Spawners
(01:06:20) - Core traits of Spawners
(01:19:04) - CMGI
(01:22:47) - When wealth is lost
(01:25:15) - Costco; Seritage
(01:29:11) - Entrepreneur’s Advantage
(01:33:00) - Leverage and Debt
 

Professor Jiang Guohua’s Students
“Compounding with the Spawners”
(00:00:00) - Introduction
(00:04:33) - Choices for an investor
(00:09:51) - The Path to Multi-Baggers
(00:13:26) - Spawners
(00:30:32) - The $50 Billion Rule
(00:33:49) - Pabrai Spawning rules
(00:36:38) - Set it and forget it
(00:42:50) - Conglomerates vs. Spawners in Emerging Markets
(00:43:44) - Fake Spawners
(01:06:20) - Core traits of Spawners
(01:19:04) - CMGI
(01:22:47) - When wealth is lost
(01:25:15) - Costco; Seritage
(01:29:11) - Entrepreneur’s Advantage
(01:33:00) - Leverage and Debt
 

1 hr 40 min