
Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014
Mohnish 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
Flere episoder fra "Chai with Pabrai"
Gå ikke glip af nogen episoder af “Chai with Pabrai” - abonnér på podcasten med gratisapp GetPodcast.