96 min listen
Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019
FromChai with Pabrai
Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019
FromChai with Pabrai
ratings:
Length:
77 minutes
Released:
Jan 9, 2020
Format:
Podcast episode
Description
Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:01:30) - GrafTech (00:13:00) - Quality compounders (00:25:10) - Heads I win, tails I don’t lose much (00:31:42) - Passionate about investing (00:34:00) - Past mistakes (00:40:48) - Finding right balance (00:45:25) - Why should it be easy to get rich? (00:48:39) - Quality of management team (00:56:00) - Investing in Turkey (01:01:57) - Balancing price and business quality (01:04:34) - Expanding circle of competence (01:09:10) - Portfolio vs. new opportunities (01:14:15) - Book recommendation
Released:
Jan 9, 2020
Format:
Podcast episode
Titles in the series (97)
The Ten Commandments of Investment Management: Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:02:13) - Thou shall not skim off the top (00:04:11) - Thou shall not have an investing team (00:05:20) -... by Chai with Pabrai