Mohnish Pabrai
Mohnish Pabrai
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Mohnish Pabrai's Interview at My First Million Podcast on April 4, 2024
Mohnish Pabrai's Interview at My First Million Podcast on April 4, 2024.
00:00:00 Introduction
00:00:30 Why entrepreneurs make the best investors
00:03:05 Buffett's early entrepreneurial adventures
00:08:09 Buffett's introduction to Ben Graham
00:11:35 See's Candies
00:17:55 My entrepreneurial journey
00:30:21 Entrepreneurs don’t take risks
00:32:32 Richard Branson: Virgin Atlantic
00:36:15 The Patels' motels business in the US
00:41:12 Introduction to Warren Buffett
00:46:08 Pabrai Funds
00:54:33 Lunch with Warren Buffett
00:59:12 Learnings from Buffett: Be a harsh grader
01:05:28 Dhandho Investing: Heads I win, Tails I don’t lose too much
01:07:17 IPSCO
01:09:05 Investing in coal
01:10:08 Private vs. Public auction-driven markets
01:12:49 Index funds
01:14:14 What Puddy (of Seinfeld) can teach us about investing!
01:17:17 Compounding; The rule of 72
01:22:36 Berkshire's 12 best decisions; Ajit Jain
01:28:58 John Templeton: Trouble is opportunity
01:29:52 Cryptocurrency
01:30:57 Nick Sleep; Amazon
01:36:17 The Walton's Family; Walmart
01:37:09 Reysas
01:42:22 Capital allocation: Meta
01:44:09 Elon Musk
01:46:07 Learnings from Charlie
The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.
Переглядів: 11 682

Відео

Mohnish Pabrai's Session at The Investor’s Podcast on April 1, 2024
Переглядів 23 тис.Місяць тому
Mohnish Pabrai's Session at The Investor’s Podcast on April 1, 2024. 00:00:00 Introduction 00:01:40 TransTech 00:03:36 Managing other people’s money 00:08:50 My journey in investing 00:11:47 The happiness equation 00:17:08 Learnings from Buffett; Be a harsh grader 00:22:02 The importance of truth and candor 00:24:02 Bridge vs. Poker 00:28:55 Infinite games 00:30:53 McDonalds 00:33:58 Boeing 00:...
Mohnish Pabrai's Session with MIT's Brass Rat Investments on March 12, 2024
Переглядів 33 тис.Місяць тому
Mohnish Pabrai's Session with Massachusetts Institute of Technology's Brass Rat Investments on March 12, 2024. 00:00:00 Introduction 00:01:58 Berkshire's 12 great decisions in 58 years 00:05:02 See's Candies vs. Coke 00:11:51 Burlington Northern Santa Fe Railroad 00:16:50 The Intrinsic value of a stock 00:20:48 Learnings from Charlie Munger 00:27:20 The Dakshana Foundation 00:33:13 Sergio March...
Mohnish Pabrai’s session with YPO’s Mosaic Chapter on March 20, 2024
Переглядів 35 тис.2 місяці тому
Mohnish Pabrai’s session with YPO’s Mosaic Chapter on March 20, 2024. 00:00:00 Introduction 00:02:01 Friendship with Charlie Munger 00:04:19 Tom Peters; Humans aren’t good cloners 00:07:36 Microsoft 00:09:21 Berkshire's investment in See's Candies 00:11:15 Charlie was Ben Franklin reincarnated! 00:16:53 Charlie's influence over Warren Buffett 00:21:11 Charlie's mental models; Human reciprocatio...
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024
Переглядів 37 тис.2 місяці тому
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024. 00:00:00 Introduction 00:01:25 Berkshire's 12 great decisions 00:04:49 Burlington Northern Railways 00:07:46 See’s Candies: Berkshire’s big home run! 00:12:45 Evolution of my investment philosophy 00:16:01 Berkshire without Charlie 00:20:03 Be a harsh grader 00:21:46 Auto dealership business; OEMs vs. EVs 00:25...
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
Переглядів 30 тис.3 місяці тому
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024. 00:00:00 Introduction 00:01:02 Meta 00:03:56 Google vs. Microsoft 00:08:14 Dinner with Bill Gates 00:12:27 TAV Airport 00:20:20 Investing in coal; David Einhorn 00:25:20 Auto OEMs 00:27:13 Reysas 00:30:10 20% Office Vacancy Rate! A 45-year high! 00:33:29 Macroeconomic factors 00:36:55 Charlie Munger; LA Co...
Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024
Переглядів 33 тис.3 місяці тому
Mohnish Pabrai's Q&A with Value Education Society at London School of Economics on January 30, 2024. 00:00:00 Introduction 00:01:55 Seinfeld: Is this anything? 00:04:22 The Dhandho Investor 00:05:30 Ferrari: Sold too soon 00:06:42 Evaluating management; Fiat Chrysler 00:11:44 Stellantis: Carlos Tavares 00:12:48 Elon Musk vs. Chuanfu Wang 00:16:23 Learnings from Charlie Munger 00:20:07 Be a sham...
Berkshire's Japanese investments
Переглядів 15 тис.4 місяці тому
Berkshire's Japanese investments
Mohnish Pabrai's Interview at Morningstar, The Investor's Mind on December 1, 2023
Переглядів 26 тис.4 місяці тому
Mohnish Pabrai's Interview at Morningstar, The Investor's Mind on December 1, 2023. 00:00:00 Introduction 00:02:49 Lunch with Buffett; Be a harsh grader 00:07:39 Impact of personal experiences in investing 00:11:41 Handling the global financial crisis 00:15:42 Breaking Bread with Charlie Munger 00:19:22 2009 Financial Crisis 00:22:48 The inner vs the outer scorecard 00:24:41 Leading an aligned ...
Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023
Переглядів 50 тис.4 місяці тому
Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023. 00:00:00 Introduction 00:04:54 Coca-Cola Icecek vs. Varun Beverages 00:05:46 Varun Beverages 00:12:45 Anadolu Efes & Coca-Cola Icecek 00:28:07 Investing in Turkiye 00:33:02 Reysas 00:44:01 Valuations matter - Microsoft (1999-2015) & Coca-Cola (1998-2011) 00:49:30 Thou shall not have an investing team 00:54:08 Portfo...
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023
Переглядів 19 тис.4 місяці тому
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023. 00:00:00 Introduction 00:00:46 My introduction to investing 00:04:26 Circle of competence; John Arrillaga 00:08:11 Nick Sleep 00:10:19 Learning from mistakes 00:14:50 Assessing management team 00:16:57 Transdigm 00:21:12 Japanese markets 00:25:16 Uncertainties in investing 00:27:33 Autonomy for investment manage...
Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023
Переглядів 26 тис.5 місяців тому
Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023. 00:00:00 Auction-driven markets 00:02:03 Berkshire's PetroChina investment 00:04:31 Anomaly-based investing 00:05:24 Reysas 00:08:33 Macro-economic factors in investing 00:11:27 Clemson to Austin 00:14:29 Finding anomalies; Investing in Turkey 00:17:23 Funeral home business 00:20:11 13F filings ...
Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023
Переглядів 23 тис.5 місяців тому
Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023. 00:00:00 Introduction 00:02:41 My introduction to Warren Buffett 00:04:26 Chuck Feeney: The Billionaire who wasn't 00:06:25 The Dakshana Foundation 00:08:26 Learnings from my childhood 00:14:18 Cloning is a powerful mental model 00:15:44 Microsoft: The most relentless cloner 00:17:30 Sam Walton: Walm...
Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023
Переглядів 44 тис.6 місяців тому
Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023. 00:00:00 Introduction 00:02:54 Moody’s Manual 00:08:08 Japan Company Handbook 00:11:57 Buffett’s Amazing Five Japan Bets 00:16:19 Lessons in investing: Search for anomalies 00:17:55 Peter Kiewit and Sons 00:21:32 ADP vs. Exxon 00:28:21 IPSCO 00:32:40 Rain Industries 00:35:08 Reysas 00:41:07 Fiat Ch...
Mohnish Pabrai's Talk at the YPO Waterloo Austin on October 17, 2023
Переглядів 24 тис.6 місяців тому
Mohnish Pabrai's Talk at the YPO Waterloo Austin on October 17, 2023. 00:00:00 Introduction 00:02:46 The Manhattan deal by American Indians in 1626 00:07:40 Compounding: Eighth wonder of the world 00:08:12 Queen Isabella's funding of Columbus discovery of America 00:11:33 My daughter's introduction to compounding 00:15:15 Factors of compounding 00:20:56 Never interrupt compounding unnecessarily...
Compounding is the 8th wonder of the world!
Переглядів 6 тис.6 місяців тому
Compounding is the 8th wonder of the world!
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Переглядів 24 тис.7 місяців тому
Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Mohnish Pabrai’s Q&A session at the Harvard Business School on September 15, 2023
Переглядів 34 тис.7 місяців тому
Mohnish Pabrai’s Q&A session at the Harvard Business School on September 15, 2023
Circle the Wagons!
Переглядів 14 тис.8 місяців тому
Circle the Wagons!
Mohnish Pabrai's Interview at the Meb Faber Show on July 28, 2023
Переглядів 20 тис.8 місяців тому
Mohnish Pabrai's Interview at the Meb Faber Show on July 28, 2023
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014
Переглядів 11 тис.9 місяців тому
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014
Mohnish Pabrai's Interview with Weekly on Stocks on June 28, 2023
Переглядів 27 тис.10 місяців тому
Mohnish Pabrai's Interview with Weekly on Stocks on June 28, 2023
Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013
Переглядів 14 тис.10 місяців тому
Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
Переглядів 15 тис.11 місяців тому
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023
Переглядів 29 тис.11 місяців тому
Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023
Mohnish Pabrai’s Q&A with members of Babson College Fund (Babson College students) on Feb 9, 2021
Переглядів 17 тис.11 місяців тому
Mohnish Pabrai’s Q&A with members of Babson College Fund (Babson College students) on Feb 9, 2021
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023
Переглядів 26 тис.11 місяців тому
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023
Mohnish Pabrai's Q&A at the Value School (Madrid, Spain) on July 9, 2021
Переглядів 18 тис.Рік тому
Mohnish Pabrai's Q&A at the Value School (Madrid, Spain) on July 9, 2021
Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023
Переглядів 19 тис.Рік тому
Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
Переглядів 62 тис.Рік тому
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023

КОМЕНТАРІ

  • @samonaro65
    @samonaro65 22 години тому

    Hi Samson, 🇵🇬 good to see your back!😊

  • @harshitranjan1108
    @harshitranjan1108 День тому

    Very well conducted interview

  • @jingojingo1
    @jingojingo1 2 дні тому

    HAVE A AWESOME INVESTMENT. LETS SUPPLY INDIA WITH TOILETS AND CLEAN WATER AND PROPER INFER STRUCTURE? THERE, A TRILLION DOLLAR DEAL.

  • @noeljohn1740
    @noeljohn1740 5 днів тому

    Next bubble is AI. Watching this in June 2024

  • @harshitranjan1108
    @harshitranjan1108 5 днів тому

    Can anyone help me find the full name of the Turkish business…Resa I guess but not sure.

  • @GajednraNinama
    @GajednraNinama 5 днів тому

    Cyberopolis's commitment to transparency is refreshing in the crypto space.

  • @shibbubhai-fx3ys
    @shibbubhai-fx3ys 5 днів тому

    The precision in Cyberopolis's development roadmap is reassuring.

  • @kumarpintu411
    @kumarpintu411 5 днів тому

    I see Cyberopolis as a long-term hold. Great fundamentals!

  • @shivprasadshivprasad9186
    @shivprasadshivprasad9186 5 днів тому

    Cyberopolis's recent update shows they're serious about success.

  • @pawanbairwa8592
    @pawanbairwa8592 5 днів тому

    Cyberopolis is making moves quietly. Keep an eye on it!

  • @RitaYadav-wt4wg
    @RitaYadav-wt4wg 5 днів тому

    The security features of Cyberopolis set it apart from others.

  • @kisanreang1243
    @kisanreang1243 5 днів тому

    Cyberopolis's growth in the past months is just the beginning.

  • @VaibhavSawade-nx8ri
    @VaibhavSawade-nx8ri 5 днів тому

    Cyberopolis's unique features have me convinced it's a winner.

  • @user-sg7tb2ys2s
    @user-sg7tb2ys2s 5 днів тому

    Cyberopolis is gaining traction among serious crypto investors.

  • @joysoren4979
    @joysoren4979 5 днів тому

    Cyberopolis's technology is ahead of its time. This will be huge!

  • @AbhishekGaming387
    @AbhishekGaming387 5 днів тому

    Cyberopolis is one of the few cryptos with real-world utility.

  • @Sachin-zj3bt
    @Sachin-zj3bt 5 днів тому

    Cyberopolis could be the dark horse of this crypto race.

  • @LavkushKumar-sv4ke
    @LavkushKumar-sv4ke 5 днів тому

    Cyberopolis's market entry timing couldn't be better.

  • @deepjyptimoran-mk8nr
    @deepjyptimoran-mk8nr 5 днів тому

    Just referred a bunch of friends to Cyberopolis - can't keep this a secret!

  • @Amitbahi90
    @Amitbahi90 5 днів тому

    Cyberopolis's focus on user experience sets a new standard.

  • @RajeshRathod-dj6zu
    @RajeshRathod-dj6zu 5 днів тому

    The more I dive into Cyberopolis, the more bullish I become.

  • @ramsaini1972
    @ramsaini1972 5 днів тому

    Cyberopolis's partnerships are a testament to its credibility.

  • @SureshKumar-yg9cw
    @SureshKumar-yg9cw 5 днів тому

    Cyberopolis's tokenomics are well thought out. Bullish!

  • @RaysinRaj
    @RaysinRaj 5 днів тому

    Cyberopolis's leadership team is stacked with industry experts.

  • @manishabachkar2793
    @manishabachkar2793 5 днів тому

    Cyberopolis's community-driven approach is what crypto needs.

  • @user-ke4ec3oj7g
    @user-ke4ec3oj7g 5 днів тому

    The speed of Cyberopolis's transactions is a game-changer.

  • @user-ji1du7mi2s
    @user-ji1du7mi2s 5 днів тому

    Cyberopolis's strategic collaborations hint at a bright future.

  • @SurajKumar-cx3fb
    @SurajKumar-cx3fb 5 днів тому

    Cyberopolis has the potential to outperform many in the current market.

  • @AdarshKumar-uu2rb
    @AdarshKumar-uu2rb 5 днів тому

    The integration possibilities with Cyberopolis are endless.

  • @nakulmeravinakulmeravi7156
    @nakulmeravinakulmeravi7156 5 днів тому

    Cyberopolis's competitive edge could redefine its market segment.

  • @RAOSAHABFF-
    @RAOSAHABFF- 5 днів тому

    The adaptability of Cyberopolis to market changes is a key strength.

  • @BalaraRihanna
    @BalaraRihanna 5 днів тому

    Cyberopolis's responsiveness to community feedback is impressive.

  • @NeerajMandloi-hs3uu
    @NeerajMandloi-hs3uu 5 днів тому

    Cyberopolis's vision for decentralization is inspiring.

  • @Vishnu-pj8om
    @Vishnu-pj8om 5 днів тому

    Cyberopolis's consistent progress updates show dedication.

  • @user-oo3bx8yd7r
    @user-oo3bx8yd7r 5 днів тому

    Cyberopolis's approach to data security is unparalleled.

  • @funnyperson4016
    @funnyperson4016 6 днів тому

    Do you share your checklists you go through for investing anywhere online?

  • @jakewelford
    @jakewelford 8 днів тому

    Hi Monish, I've sent you my best PE of 1 Idea via email, in the rare chance you read it!

  • @bhargavpandya9189
    @bhargavpandya9189 9 днів тому

    good questions!

  • @simba1608
    @simba1608 9 днів тому

    Has he talked about Charlie this time? Because he talked about him in the last 100 interviews but I already forgot what he said

  • @pragunsagunveer491
    @pragunsagunveer491 10 днів тому

    गुरू जी प्रणाम

  • @Pkg811
    @Pkg811 11 днів тому

  • @brentarchibald7605
    @brentarchibald7605 11 днів тому

    Now Nvda is 3 Trillion which is crazy…

  • @SharankumarAadki-vg8xg
    @SharankumarAadki-vg8xg 12 днів тому

    Wonderful guy, thanks a lot for sharing your wisdom.🙏🙏

  • @supertramp1692
    @supertramp1692 12 днів тому

    I just don't get it. Why are the students eating while he is speaking. Sorry, but this is disrespectful. Columbia MBA grads should know better.

  • @alejandroochoa9616
    @alejandroochoa9616 12 днів тому

    Thank You Mr Pabrai, great video and interview. I have been thinking all day of every sentence You mentioned.

  • @IAS-ShyamMotivation
    @IAS-ShyamMotivation 13 днів тому

    @mohnish please take a look at Mini so stock

  • @harshitranjan1108
    @harshitranjan1108 13 днів тому

    Dammm😂...loved the song...took me a few minutes to understand that no other app is playing the song.

  • @ReflectionOcean
    @ReflectionOcean 13 днів тому

    By YouSum Live 00:00:31 Early entrepreneurship shapes successful investing. 00:01:44 Brain development influences business specialization. 00:01:58 Critical window for brain specialization: ages 11-20. 00:02:28 Early specialization leads to expertise advantage. 00:02:47 Importance of recognizing early brain development stages. 00:03:03 Childhood experiences impact future success profoundly. 00:03:12 Warren Buffett's diverse early businesses fostered expertise. 00:03:14 Learning from childhood entrepreneurial ventures. 00:03:31 Business acumen developed through childhood entrepreneurial endeavors. 00:10:36 Transition from entrepreneur to investor: a natural progression. 00:10:46 Entrepreneurs possess inherent qualities for successful investing. 00:13:32 Understanding consumer behavior crucial for investment success. 00:13:35 Brands and consumer habits influence investment decisions significantly. 00:13:39 Warren Buffett's transition from value to brand investing. 00:13:44 Lessons learned from business ventures impact investment strategies. 00:14:07 Warren Buffett's strategic pricing insights from C's Candy. 00:14:13 C's Candy's success story: lessons in pricing and branding. 00:14:27 Warren Buffett's shift from value to brand investing success. 00:17:22 C's Candy's expansion challenges contrasted with Coke's success. 00:18:02 Early exposure to entrepreneurship influences future success. 00:20:22 Entrepreneurial spirit nurtured by family experiences. 00:22:13 Transition from engineering to international marketing for growth. 00:23:38 Importance of early exposure to passion for future success. 00:25:32 Diversified experiences enhance entrepreneurial mindset and connections. 00:30:17 Entrepreneurs and value investors focus on risk minimization. 00:35:28 Creative thinking over capital crucial for entrepreneurial success. 00:38:02 Patel community's motel success story in America post-exile. 00:39:32 Patel family's frugal entrepreneurship journey. 00:40:01 Nurturing relatives to own motels, scaling success. 00:42:39 Transition from IT business to full-time investing. 00:46:01 Utilizing Buffett's partnership fee structure for PAB funds. 00:49:44 SEC restrictions on hedge fund fundraising strategies. 00:50:17 Building investor base through annual meetings and referrals. 00:52:07 Strategic shift to value investing pre-dotcom bubble burst. 00:56:47 Warren Buffett's impactful teaching approach in lunch meetings. 00:57:19 Humorous rivalry between Warren Buffett and Charlie Munger. 00:58:06 Unexpected deep friendship with Charlie Munger. 00:59:26 Charlie's philosophy on grading people and relationships. 01:01:59 Importance of surrounding oneself with exceptional individuals. 01:03:35 Seek out and be a giver for success and help. 01:05:13 Excluding good individuals has no penalty in investing. 01:06:00 Asymmetric upside with minimized downside in investments. 01:14:20 Patience is the key trait for successful investing. 01:16:50 Avoid taking stock tips from TV; focus on patience. 01:17:22 Compounding and the Rule of 72. 01:19:25 Starting early for compounding success. 01:23:56 Long-term investing in stable businesses. 01:30:00 Concentrated investing in great businesses. 01:31:02 Understanding the power of compounding. 01:38:13 Ras: A hidden gem in Turkey's warehouse industry. 01:38:37 Undervalued gem: Trading at 2% of liquidation value. 01:39:00 Ras's solid foundation: Leased to Blue Chip clients. 01:40:09 Strategic investment: Acquired a third of the company. 01:40:53 Value appreciation: Business now worth 1.5-2 billion. 01:41:36 Long-term vision: Holding stake akin to Walton family. 01:42:11 Patience pays off: Inactivity key to moving the needle. 01:42:16 Elon Musk: Exceptional capital allocator and disruptor. 01:43:26 Meta's transformation: From spendthrift to tightfisted. 01:46:14 Charlie Munger's legacy: Selflessly tried to be useful. By YouSum Live

  • @fkklkomvocl1234gv
    @fkklkomvocl1234gv 14 днів тому

    Play infinite games, win infinite prizes.

  • @jakewelford
    @jakewelford 15 днів тому

    I spent hours looking through Indian stocks only to find UK investors aren't able to buy Indian stocks. Shame as found some interesting companies at low PE