1 hr 46 min

Mohnish Pabrai's Presentation and Q&A at the Boston College on October 27, 2022 Chai with Pabrai

    • Investing

Mohnish Pabrai's Presentation and Q&A with students at the Boston College on October 27, 2022
(00:00:00) - Introduction


(00:02:31) - The Uber Cannibals Investing Framework


(00:27:45) - Henry Singleton - The ultimate Uber Cannibal


(00:37:10) - The magic of buybacks


(00:44:03) - Investing in a high interest rate environment


(00:47:12) - Rules for philanthropy vs. capitalism


(01:02:30) - Figuring out intrinsic value


(01:10:23) - Creative destruction in capitalism


(01:18:24) - Mental models


(01:22:41) - Active vs. Passive Investment Management


(01:26:08) - Investing in global markets


(01:44:22) - Advice for students

Mohnish Pabrai's Presentation and Q&A with students at the Boston College on October 27, 2022
(00:00:00) - Introduction


(00:02:31) - The Uber Cannibals Investing Framework


(00:27:45) - Henry Singleton - The ultimate Uber Cannibal


(00:37:10) - The magic of buybacks


(00:44:03) - Investing in a high interest rate environment


(00:47:12) - Rules for philanthropy vs. capitalism


(01:02:30) - Figuring out intrinsic value


(01:10:23) - Creative destruction in capitalism


(01:18:24) - Mental models


(01:22:41) - Active vs. Passive Investment Management


(01:26:08) - Investing in global markets


(01:44:22) - Advice for students

1 hr 46 min