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 Presentation and Q&A at the Boston College on October 9, 2014
1:36:53Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014 (00:00:00) - Introduction (00:00:50) - Pabrai Funds, Dhandho and Dakshana: Cloning 101 (00:09:16) - Insurance companies and float investments (00:13:02) - Buying farmlands in Iowa – negotiated transactions (00:17:44) - Auction driven markets: Park Electrochemical Corp (00:20:35) - Auction driven markets: Premier Gold Mines (00:21:54) - Auction driven markets: Communication Design International (00:25:32) - Service Corp (00:29:23) - Lunch with Warren Buffett (00:31:50) - Rick Guerin (00:35:50) - Inner scorecard (00:37:43) - David Hawkins: Power vs. Force (00:44:44) - How to cultivate patience (00:48:19) - Running a hedge fund (00:51:25) - My reading preferences (00:53:10) - Investment models (00:58:00) - Silicon Valley Bank (01:02:41) - CMGI (01:05:54) - Circle of competence (01:09:28) - Common mistakes investors make (01:12:43) - Valuing private businesses (01:15:53) - Arlington Capital Management: Allan Mecham (01:21:54) - Jammu & Kashmir Bank (01:33:01) - Sears
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
54:03Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023 (00:00:00) - Introduction (00:01:07) - Turkey earthquake (00:05:05) - Charlie's biggest mistake: Belridge Oil (00:08:44) - Coca-Cola İçecek (00:13:35) - Reysas (00:18:25) - Ferrari: One of my biggest mistakes (00:22:34) - Turkey – FX risk (00:24:07) - TAV Airports (00:27:27) - Brookfield (00:36:18) - Ali Baba vs. Tencent (00:38:03) - Indian Energy Exchange (00:41:51) - Adani Group (00:43:21) - Amazon (00:45:54) - Apple vs Ferrari runway (00:48:11) - Microsoft vs. Apple (00:50:54) - Macroeconomic risks
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Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University – March 4, 2021
56:29Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University. (00:00:00) - Introduction (00:01:38) - Starting of Pabrai Funds (00:06:16) - Long term compounders (00:07:17) - International Investment (00:11:48) - Biggest reason Investments don’t work is debt (00:14:27) - DELTA Financial: Avoid Leveraged Businesses (00:15:52) - Competitive Advantages (00:17:32) - Dakshana Foundation (00:20:51) - Value investing (00:25:18) - Money manager (00:30:32) - Rules for investors in Pabrai Funds (00:37:09) - Stock picking (00:40:27) - Seritage stock (00:44:49) - Quality of a business (00:48:24) - Ideal number of stocks (00:49:21) - Understanding a business (00:53:50) - Market trends
Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022
1:12:31Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022 (00:00:00) - Introduction (00:03:15) - Buying Manhattan from the Native American Indians in 1626 (00:10:05) - My daughter's investment journey with compounding (00:12:51) - Active vs. Passive Investing (00:19:51) - Error rate in investing (00:26:12) - Reysas (00:29:41) - TAV Airports (00:31:43) - Circle of competence (00:35:45) - Macroeconomic factors (00:39:51) - When to sell a stock (00:44:11) - Intrinsic Value (00:46:25) - Global investment opportunities (00:54:06) - Too hard pile (00:58:24) - TAV business model (01:02:31) - Learning from mistakes (01:07:20) - The Dakshana story
Fireside Chat with Jeff Pintar on Mohnish Pabrai's lifetime Blackjack ban at a Vegas Casino on May 21, 2020
56:00Jeff Pintar, CEO of Pintar Investment Company, and Mohnish Pabrai discuss what the world may look like post-Covid 19 and the current investment landscape. Jeff and Mohnish also have some banter about the lifetime ban Mohnish received in 2019 from playing Blackjack at a Las Vegas Casino due his winning system. (00:00:00) - Introduction (00:01:53) - Life after COVID (00:03:24) - Policy decisions during the pandemic (00:06:20) - Capitalism and businesses are fragile (00:10:19) - My Investing Journey (00:12:51) - Lifetime Blackjack Ban (00:19:55) - Las Vegas (00:22:56) - Value investing during the pandemic (00:27:47) - Microsoft (00:30:27) - Long term interest rates vs valuations (00:32:06) - Buffett and Munger during the pandemic (00:35:34) - Forget the macro, Focus on micro (00:38:31) - Live Nation (00:39:47) - Funeral services are great businesses (00:43:12) - Zero Fee Structure (00:47:41) - Investing is a solitary activity (00:49:25) - The Dakshana story
Mohnish Pabrai’s Q&A Session with students at William & Mary College on November 8, 2022
43:45Mohnish Pabrai's Q&A Session with students at the William & Mary College on November 8, 2022 (00:00:00) - Introduction (00:01:39) - The Micron Technologies oligopoly (00:10:46) - Entrepreneurs aren’t risk takers (00:15:48) - Model for running a non-profit/charity (00:20:22) - Adversity is a blessing (00:23:31) - Thou shalt not use Excel (00:30:21) - Micron Technologies: Destination analysis (00:36:42) - Micro Trumps Macro: Ignore macro (00:38:15) - Buffett: The Learning Machine
Mohnish Pabrai’s Q&A Session with Mis Propias Finanzas on September 20, 2022
52:19Mohnish Pabrai’s Q&A Session with Juan Pablo and Alejandro Salcedo at Mis Propias Finanzas on September 20, 2022 (00:00:00) - Introduction (00:01:36) - Lunch with Buffett (00:13:17) - Analyzing an Investment (00:21:03) - On Inheritance (00:25:51) - The Dakshana Story (00:30:34) - Book Recommendation (00:38:35) - My Retirement Plan (00:43:45) - Investing as a Career (00:44:57) - Global Investment Opportunities (00:49:07) - Cryptocurrencies