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Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

FromChai with Pabrai


Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

FromChai with Pabrai

ratings:
Length:
87 minutes
Released:
Feb 7, 2023
Format:
Podcast episode

Description

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:01:13) - Bull! A history of boom and bust, 1982-2004 (00:01:32) - The Dow (1896-2020) (00:10:39) - NASDAQ (1971-2020) (00:13:23) - Nikkei (1970-2020) (00:14:30) - Kospi (1980-2020) (00:15:35) - “Old too soon, wise too late”- Charlie Munger (00:17:45) - NVR business (00:19:12) - Nick Sleep (00:22:50) - Extreme undervaluation to extreme overvaluation (00:23:42) - Great compounder or great carnival (00:25:54) - Investing failures (00:26:44) - Valueing a company (00:32:00) - Retails (00:40:42) - Where to start? (00:46:41) - Managing portfolio during pandemic (00:50:09) - Value investing is not dead (00:51:07) - Optionality in a business (00:55:08) - Long runway (00:57:30) - Identifying moats (01:00:48) - Opportunity cost (01:05:00) - Shameless Cloning (01:09:02) - Pre-investment checklist (01:11:48) - Investment in IPSCO and Turkey (01:15:57) - Kelly formula (01:19:41) - Quality of management team (01:22:29) - Advise for students  
Released:
Feb 7, 2023
Format:
Podcast episode

Titles in the series (98)

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​.