Chai with Pabrai
Mohnish Pabrai, founder of Pabrai Investments Funds and author of The Dhandho Investor, hosts this podcast where he shares his perspectives on investing and other topics. The show features conversations and insights from his experience in the investment world.
Episodes
Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026
Mohnish Pabrai's Interview with Stig Brodersen at The Investor's Podcast on March 23, 2026. (00:00:00) - Introduction (00:00:41) - Berkshire Hathaway: Warren Buffett vs. Greg Abel (00:04:39) - Greg Abel vs. Ajit Jain; Compensation at Berkshire (00:08:15) - Investing horizon of 50-100 years; Berkshire Hathaway vs. S&P 500 index (00:09:48) - Running my own company and team; Delegation and
Q&A session with Dakshana scholars at JNV Bangalore Urban on December 25, 2025
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban, Karnataka, India on December 25, 2025. (00:00:00) - Introduction (00:00:31) - Charlie Munger's mental models (00:05:40) - The Karam Yogi model; Mukesh Ambani & Jio (00:09:45) - Books: Time travel for entrepreneurs (00:12:01) - The Founders Podcast (00:16:01) - Giving back through Dakshana
Mental Models by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026
Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026. (00:00:00) - Introduction (00:02:03) - Charlie Munger's mental models (00:03:54) - Model 1: The Bedrock model: Take a simple idea and take it seriously (00:04:51) - Model 2: Ben Graham's three ideas on markets (00:05:28) - Model 3: Do not overdose on Be
Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026
Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The University of Nebraska, Omaha on May 1, 2026. (00:00:00) - Introduction (00:02:11) - Charlie Munger's mental models (00:03:43) - Model 1: The Bedrock: Take a simple idea and take it seriously (00:04:06) - Model 2: Ben Graham's Fundamentals (00:04:59) - Model 3: Do not overdose on Ben Graham; Poor Charlie's Almanac
Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026
Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026. (00:00:00) - Introduction (00:00:28) - Charlie Munger's mental models (00:01:52) - Model 1: The Bedrock model: Take a simple idea and take it seriously (00:02:31) - Model 2: Truth vs. Trust; David Hawkins: Power vs. Force (00:05:43) - Costco (00:07:56) - Model 3: Your deepest desire is your destiny (00:09:40)
Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025
Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025 (00:00:00) – Introduction (00:01:09) - Charlie's mental models: Take a simple idea and take it seriously (00:03:13) - Be a Karam Yogi (00:07:12) - Focus at improving human lives: Narayana Healthcare Systems (00:10:52) - Purpose over profit always wins (00:13:47) - Inner
Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2025
Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune, Maharashtra, India on December 26, 2025. (00:00:00) - Introduction (00:00:37) - Breaking the question pattern (00:03:22) - Overcoming hardships through learning; YouTube & Muskan Soni (00:05:41) - Mental models - take a simple idea and take it seriously; Lyndon Johnson (00:09:57) -
Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023
Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023 (00:00:00) - Introduction (00:00:54) - Poor Charlie's Almanack; handling biases (00:02:55) - Investing in Turkey (00:06:12) - Circle the wagons (00:08:54) - Nifty 50 in 1970's (00:11:51) - Rakesh Jhunjhunwala (00:13:57) - Naspers (00:19:09) - Shinoken; share buybacks (00:24:08) - How has my investing changed
Mohnish Pabrai's Session at The Investor's Podcast on April 1, 2024
Mohnish Pabrai's Session at The Investor's Podcast on April 1, 2024 (00:00:00) - Introduction (00:01:44) - TransTech (00:03:39) - Managing other people's money (00:08:54) - My journey in investing (00:11:51) - The happiness equation (00:17:12) - Learnings from Buffett; Be a harsh grader (00:22:06) - The importance of truth and candor (00:24:06) - Bridge vs. Poker (00:28:59) - Infinite
Mohnish Pabrai's Interview at the Investors Podcast on April 15, 2025
Mohnish Pabrai's Interview with Stig Broderson at the Investors Podcast on April 15, 2025. (00:00:00) - Introduction (00:00:59) - Opportunity Cost (00:03:23) - Nifty-50 in early 70's; Walmart (00:06:54) - Advice to 40-year-olds; Long runway (00:12:44) - Stoic philosophy by Marcus Aurelius: Adversity is a blessing (00:14:01) - Money vs happiness relationship (00:19:47
Mohnish Pabrai's Fireside chat with Ben Graham Centre on October 14, 2025
Mohnish Pabrai's Fireside chat with Ben Graham Centre at the 5th European Value Investing Conference on October 14, 2025. (00:00:00) - Introduction (00:00:58) - Cloning is the best mental model (00:02:14) - Human aversion to cloning (00:04:00) - Simplicity: Highest level of intellect (00:05:35) - Cloning the Buffett Partnerships (00:09:38) - Learnings from Buffett and Munger: Portfolio
Q&A session with Nisaba Godrej & Omar Momin and Dakshana Scholars at Dakshana Valley on July 25, 2025
Q&A session with Nisaba Godrej & Omar Momin and Dakshana Scholars at Dakshana Valley on July 25, 2025 (00:00:00) – Introduction (00:00:49) - How youth can build a developed nation (00:02:48) - Grow together, Rise together, Win together (00:04:57) - Excellence with character changes the world (00:07:51) - Big impact starts with small actions (00:09:47) - Private innovation for public goo
Mohnish Pabrai's Interview session at The Diary of a CEO on July 13, 2025
Mohnish Pabrai's Interview session with Steven Bartlett at The Diary of a CEO on July 13, 2025. (00:00:26) - Cloning as a mental model; Bill Gates and Sam Walton (00:05:11) - Entrepreneurs do not take risk (00:09:23) - Focus on offering gaps (00:13:11) - Understand customer requirement; Google Glass vs. Meta (00:16:20) - Make your
Mohnish Pabrai's Session with SumZero on June 10, 2025
Mohnish Pabrai's Session with Divya Narendra at SumZero on June 10, 2025. (00:00:00) - Introduction (00:00:57) - Berkshire Hathaway: Greg Abel (00:07:59) - Mag 7 (00:11:16) - Microsoft: Dinner with Bill Gates (00:16:45) - Investing in commodities (00:18:59) - Met Coal & Berkshire's investment in Burlington Northern Railroads (00:2
Mohnish Pabrai's Sessions at UNO on May 2, 2025 and Columbia Business School on March 25, 2025
Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025. (00:00:00) - Introduction (00:02:20) - Walmart vs The Nifty-Fifty (00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain (00:08:05) - Nick Sleep (00:12:06) - Learning from mistakes; Ferrari & Frontline (0
Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025
Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025. (00:00:00) - Introduction (00:00:47) - Charlie Munger's mental models; Poor Charlie's Almanack (00:07:38) - Cloning is the best mental model (00:08:45) - Sam Walton & Family; Walmart (00:10:36) - Microsoft (00:13:31) - Bridge (00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships (00:17:41) - Se
Mohnish Pabrai's Talk with the My First Million podcast on March 27, 2025
Mohnish Pabrai's Talk with Shaan Puri at the My First Million podcast on March 27, 2025. (00:00:00) - Introduction (00:00:28) - Why the small investor has an advantage (00:02:51) - Investing $10K to make $1 Million (00:08:16) - Frontline (00:17:13) - Berkshire's 12 great decisions in 58 years (00:18:34) - Buffett's selection process: Moody's Manual (00:23:38) - Value Investor's Club
Mohnish Pabrai's Interview at The Money Mindset with Sonia Shenoy on February 15, 2025.
Mohnish Pabrai's Interview at The Money Mindset with Sonia Shenoy on February 15, 2025. (00:00:00) - Introduction (00:01:20) - I am a single-player game player (00:03:01) - My friendship with Buffett and Munger (00:04:52) - Lunch with Warren Buffett (00:10:39) - Rick Guerrin (00:13:29) - Lessons learnt from Warren; The Inner scorecard (00:18:12) - Marcus Aurelius; The stoic philosop
Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024
Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024. (00:00:00) – Introduction (00:00:33) - Starting Without All Answers; Super 30 Model (00:05:08) - Dakshana's breakthrough with NVS (00:09:19) - Helping Millions Through Innovation (00:13:38) - Infinite Vision: Arvind Eye Care (00:20:53) - Trust builds unbeatable business models; Costco & DMa
Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024
Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024. (00:00:00) – Introduction (00:00:32) - Adam Smith and David Ricardo (00:04:03) - Success story of India's shrimp industry (00:09:24) - MSP and farm laws; India vs USA (00:14:37) - Japan's rapid post-war development (00:20:01) - Givers, Takers, Matchers & Dakshana (00:26:13) - Rule of 72 (00:31:53) - Rober
Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025
Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025. (00:00:00) - Introduction (00:00:53) - Move to Austin, Texas (00:09:52) - Age is just a number (00:11:27) - The Dakshana Foundation: A math game (00:15:57) - My 4 games – Bridge, Dakshana, Compounding & Golf (00:17:11) - Bridge with Warren & Charlie (00:21:46) - Bridge teaches probabilistic thinking (0
Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024
Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024. (00:00:00) - Introduction (00:01:49) - Microsoft; Bill Gates (00:03:19) - The future of AI (00:04:27) - Value vs. Growth investing (00:08:58) - IPSCO (00:13:13) - Reysas (00:15:47) - Starting with value investing (00:19:37) - My journey in investing; Introduction to Warren Buffett (00:22:45) - Cloning ideas: W
Mohnish Pabrai's Interview at MOI Global on January 21, 2025
Mohnish Pabrai's Interview with John Mihaljevic at MOI Global on January 21, 2025. (00:00:00) - Introduction (00:01:47) - Industrial Real Estate: First Industrial (00:06:38) - Boom and bust cycle - Oil & shipping businesses (00:09:14) - CONSOL Energy (00:12:08) - Coal businesses (00:21:08) - Frontline (00:26:03) - Micron (00:27:48) - Portfolio concentration (00:30:17) - Reysas
Mohnish Pabrai's session with CIBS at University of Cambridge on January 31, 2025
Mohnish Pabrai's session with Cambridge Investment Banking Society at University of Cambridge on January 31, 2025. (00:00:00) - Introduction (00:01:38) - Marcus Aurelius: Stoic philosophy (00:04:28) - Learning from mistakes (00:09:01) - Ignore Macroeconomic factors (00:11:57) - Value vs growth investing (00:14:58) - Investing in Turkey: Reysas (00:19:22) - Venture Capital: Bill Gur
Mohnish Pabrai's Talk with GreenHaven Road Partners Fund on October 29, 2024
Mohnish Pabrai's Talk with GreenHaven Road Partners Fund on October 29, 2024. (00:00:00) - Introduction (00:02:08) - Public Charity status of the Dakshana Foundation (00:04:04) - Feedback loops in Capitalism and Philanthropy (00:09:27) - The Dakshana Foundation model: The inversion impact (00:12:09) - Indian Institute of Technology (IIT) (00:14:13) - Ashok T Kumar: Dakshana Scholar w
Mohnish Pabrai's Guest Lecture at University of Nebraska, Omaha on October 15, 2024
Mohnish Pabrai's Guest Lecture at University of Nebraska, Omaha on October 15, 2024. (00:00:00) - Introduction (00:02:02) - Charlie Munger: Costco (00:05:35) - Warren's rejection of opportunities on moral grounds (00:08:27) - Conwood Chewing Tobacco (00:13:52) - Valeant Pharmaceuticals (00:18:10) - Credit Acceptance (00:23:58) - TransDigm (00:30:23) - Berkshire's investment in Ge
Mohnish Pabrai's Podcast with Kevin (Age 10) and Justin (Age 6) on September 24, 2024
Mohnish Pabrai's Podcast with Kevin (Age 10) and Justin (Age 6) on September 24, 2024. (00:00:00) - Introduction (00:02:37) - Start investing at a young age; Bill Gates (00:06:38) - Invest in what interests you; Warren Buffett (00:10:26) - The best purchase I've ever made (00:12:16) - Bridge (00:14:16) - Compounding - 8th wonder of the world (00:21:02) - Rule of 72 (00:25:38) - W
Mohnish Pabrai's Talk at Pan IIT Conference, Toronto in June 2014
Mohnish Pabrai's Talk at Pan IIT Conference, Toronto in June 2014. (00:00:00) - Introduction (00:01:14) - Philanthropy (00:03:40) - The Dakshana Foundation; Anand Kumar's Super 30 (00:07:42) - Philanthropy in India (00:12:14) - My inspiration for philanthropy (00:14:13) - Jawahar Navodaya Vidyalaya (00:16:30) - Social ROI; Bills & Melinda Gates Foundation (00:18:22) - Entrepreneurship vs
Mohnish Pabrai's keynote address at TiECON Southwest on November 9, 2013
Mohnish Pabrai's keynote address at TiECON Southwest on November 9, 2013. (00:00:00) - Introduction (00:02:02) - The IndUS Entrepreneurs (00:04:49) - Non-venture-backed start ups (00:06:26) - My first startup: Non-venture-backed (00:09:04) - Philanthropy: Focus on a specific cause for maximum returns (00:12:36) - The Dakshana Foundation: Cloned from Anand Kumar's Super 30 (00:18:44)
Mohnish Pabrai's Session with YPO Delhi on July 9, 2024
Mohnish Pabrai's Session with YPO Delhi Chapter on July 9, 2024 (00:00:00) - Introduction (00:03:56) - Manhattan deal by American Indians in 1626; The Rule of 72 (00:08:45) - My daughter's introduction to compounding (00:11:04) - The Three pillars of compounding (00:13:11) - Berkshire's dozen truly great decisions (00:15:34) - See's Candies vs. Coca-Cola (00:19:38) - Rakesh Jhunjhu
Mohnish Pabrai's Session with CFA Society, United Kingdom on June 12, 2024
Mohnish Pabrai's Session with CFA Society, United Kingdom on June 12, 2024 (00:00:00) - Introduction (00:01:49) - My grandfather Gogia Pasha (00:10:00) - My journey as an investor (00:14:31) - Anomalies in stock market (00:18:11) - Early years of Pabrai Funds (00:21:47) - Value vs. Growth (00:23:48) - Investing is an opportunistic business (00:26:10) - Coal is not a four lettere
Mohnish Pabrai's Session with Rotary Bangalore DownTown on June 19, 2024
Mohnish Pabrai's Session with Rotary Bangalore DownTown and Fellowship of Wealth Creators on June 19, 2024. (00:00:00) - Introduction (00:01:07) - Esther Duflo and Abhijit Banerjee (00:02:12) - Philanthropy: Social return on invested capital (00:10:36) - Framework of Non-profit organisations; The Dakshana Foundation (00:17:03) - Dakshana scholar: Rajiv Kumar (00:19:49) - Dakshana mod
Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024
Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024. (00:00:00) - Introduction (00:02:53) - Circle the Wagons (00:08:18) - Intrinsic Value vs. Owners' Intrinsic Value (00:16:47) - Starbucks (00:17:34) - Ken Langone: Home Depot (00:20:13) - Berkshire's 12 best decisions in 58 years; See's Candies vs Coca Cola (00:27:22) - Evaluating the management team (00:
Mohnish Pabrai's Q&A session with Dakshana Scholars at the JNV Pune on December 25, 2023
Mohnish Pabrai's Q&A session with Dakshana Scholars at the JNV Pune on December 25, 2023 (00:00:00) - Introduction (00:00:51) - One of Dakshana's best alums: T. Ashok Kumar (00:05:00) - Public speaking, lifelong advantage: Toastmasters (00:08:27) - Education system in India vs. US (00:17:48) - Merit over Money (00:23:39) - Rule of 72 (00:34:12) - Maximizing Social Impact (00:35:49)
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 (00:00:34) - Why entrepreneurs make the best investors (00:03:09) - Buffett's early entrepreneurial adventures (00:08:13) - Buffett's introduction to Ben Graham (00:11:39) - See's Candies (00:17:59) - My entrepreneurial journey (00:30:25) - Entrepreneurs don't take risks (00:32:36) - Rich
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023 (00:00:00) - Introduction (00:00:29) - Cloning Super 30 (00:03:50) - Rule of 72 (00:09:15) - Ultra-high Social Return on Invested Capital (00:17:16) - Integrity in Philanthropy (00:22:38) - Akshaya Patra: The best of the best! The contents of this video are for educational and enterta
Mohnish Pabrai's Session with MIT's Brass Rat Investments on March 12, 2024
Mohnish Pabrai's Session with Massachusetts Institute of Technology's Brass Rat Investments on March 12, 2024 (00:00:00) - Introduction (00:02:03) - Berkshire's 12 great decisions in 58 years (00:05:06) - See's Candies vs. Coke (00:11:55) - Burlington Northern Santa Fe Railroad (00:16:54) - The Intrinsic value of a stock (00:20:52) - Learnings from Charlie Munger (00:27:24) - The Daksha
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Kottayam on December 21, 2023
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Kottayam on December 21, 2023. (00:00:00) - Introduction (00:01:53) - Dakshana scholar: T Ashok Kumar (00:10:49) - The Dakshana model (00:21:17) - Rule of 72 (00:26:05) - Cloning Super 30; Anand Kumar (00:35:05) - Giving back to society (00:37:34) - Be a harsh grader (00:45:15) - Inner scorecard vs. Outer scorecard (00
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore (Rural) on December 24, 2023
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore (Rural) on December 24, 2023. (00:00:00) - Introduction (00:01:09) - Introduction to Buffett and Power of compounding (00:03:55) - Rule of 72 (00:13:38) - Overcoming challenges at Dakshana (00:21:20) - Caste reservation vs. Income based system (00:30:24) - Handling the global financial crisis (00:34:08) - Clonin
Mohnish Pabrai's session with YPO's Mosaic Chapter on March 20, 2024
Mohnish Pabrai's session with YPO's Mosaic Chapter on March 20, 2024. (00:00:00) - Introduction (00:02:05) - Friendship with Charlie Munger (00:04:22) - Tom Peters; Humans aren't good cloners (00:07:39) - Microsoft (00:09:24) - Berkshire's investment in See's Candies (00:11:18) - Charlie was Ben Franklin reincarnated! (00:16:56) - Charlie's influence over Warren Buffett (00:21:14)
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024. (00:00:00) - Introduction (00:01:28) - Berkshire's 12 great decisions (00:04:52) - Burlington Northern Railways (00:07:49) - See's Candies: Berkshire's big home run! (00:12:48) - Evolution of my investment philosophy (00:16:04) - Berkshire without Charlie (00:20:06) - Be a harsh grader (00:21:49)
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024. (00:00:00) - Introduction (00:01:05) - Meta (00:03:59) - Google vs. Microsoft (00:08:17) - Dinner with Bill Gates (00:12:30) - TAV Airport (00:20:23) - Investing in coal; David Einhorn (00:25:23) - Auto OEMs (00:27:15) - Reysas (00:30:14) - 20% Office Vacancy Rate! A 45-year high! (00:3
Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024
Mohnish Pabrai's Q&A with Value Education Society at London School of Economics on January 30, 2024. (00:00:00) - Introduction (00:01:59) - Seinfeld: Is this anything? (00:04:26) - The Dhandho Investor (00:05:34) - Ferrari: Sold too soon (00:06:46) - Evaluating management; Fiat Chrysler (00:11:48) - Stellantis: Carlos Tavares (00:12:50) - Elon Musk vs. Chuanfu Wang (00:16:27) - Learnings f
Presentation and Q&A at FLAME University on December 25, 2023
Mohnish Pabrai's Presentation and Q&A at FLAME University on December 25, 2023. (00:00:00) - Introduction (00:04:52) - Coca-Cola Icecek vs. Varun Beverages (00:05:45) - Varun Beverages (00:12:47) - 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 sh
Mohnish Pabrai's Interview at Morningstar, The Investor's Mind on December 1, 2023
Mohnish Pabrai's Interview at Morningstar, The Investor's Mind on December 1, 2023. (00:00:00) - Introduction (00:02:52) - Lunch with Buffett; Be a harsh grader (00:07:42) - Impact of personal experiences in investing (00:11:44) - Handling the global financial crisis (00:15:45) - Breaking Bread with Charlie Munger (00:19:25) - 2009 Financial Crisis (00:22:51) - The inner vs the outer scorec
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023. (00:00:00) - Introduction (00:00:49) - My introduction to investing (00:04:29) - Circle of competence; John Arrillaga (00:08:14) - Nick Sleep (00:10:22) - Learning from mistakes (00:14:53) - Assessing management team (00:17:01) - Transdigm (00:21:15) - Japanese markets (00:25:19) - Uncertainties
Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023
Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023. (00:00:00) - Auction-driven markets (00:02:07) - Berkshire's PetroChina investment (00:04:34) - Anomaly-based investing (00:05:27) - Reysas (00:08:36) - Macro-economic factors in investing (00:11:29) - Clemson to Austin (00:14:32) - Finding anomalies; Investing in Turkey (00:17:24)
Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023
Mohnish Pabrai's conversation at Schroders - The Value Perspective podcast on October 10, 2023 (00:00:00) - Introduction (00:02:45) - My introduction to Warren Buffett (00:04:28) - Chuck Feeney: The Billionaire who wasn't (00:06:28) - The Dakshana Foundation (00:08:28) - Learnings from my childhood (00:14:21) - Cloning is a powerful mental model (00:15:50) - Microsoft: The most re
Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023
Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023. (00:00:00) - Introduction (00:02:58) - Moody's Manual (00:08:11) - Japan Company Handbook (00:12:00) - Buffett's Amazing Five Japan Bets (00:16:23) - Lessons in investing: Search for anomalies (00:17:59) - Peter Kiewit and Sons (00:21:35) - ADP vs. Exxon (00:28:24) - IPSCO (00:32:43
Mohnish Pabrai's Talk at the YPO Waterloo Austin on October 17, 2023
Mohnish Pabrai's Talk at the YPO Waterloo Austin on October 17, 2023. (00:00:00) - Introduction (00:02:49) - The Manhattan deal by American Indians in 1626 (00:07:42) - Compounding: Eighth wonder of the world (00:08:14) - Queen Isabella's funding of Columbus discovery of America (00:11:35) - My daughter's introduction to compounding (00:15:18) - Factors of compounding (00:20:58) -
Mohnish Pabrai's Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023
Mohnish Pabrai's Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023. (00:00:00) - Introduction (00:01:57) - When to sell a stock; Amazon (00:09:00) - Starting Pabrai Investment Funds (00:13:35) - Berkshire's Twelve great decisions (00:16:25) - Berkshire's Japanese investments (00:20:52) - Identifying compounders (00:26:07) - Charlie's mental models
Mohnish Pabrai's Q&A session at the Harvard Business School on September 15, 2023
Mohnish Pabrai's Q&A session at the Harvard Business School on September 15, 2023 (00:00:00) - Introduction (00:01:26) - Heads I win; Tails I don't lose too much! (00:14:27) - My entrepreneurial adventures (00:22:59) - Starting Pabrai Investment Funds (00:29:24) – Thou shall not use Excel! (00:31:42) - Cloning the Buffett Partnership structure (00:38:45) - Diversification (00:41
Mohnish Pabrai's Interview at the Meb Faber Show on July 28, 2023
Mohnish Pabrai's Interview at the Meb Faber Show on July 28, 2023. (00:00:00) - Introduction (00:00:58) - My education at Clemson University (00:04:51) - My introduction to Warren Buffett and Bridge (00:12:32) - Compounding must be taught to 9th graders (00:17:51) - The Dakshana Foundation (00:29:27) - Holding on to your high conviction bets (00:31:14) - Shelby Davis (00:33:18) - Think lik
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014 (00:00:00) - Introduction (00:03:28) - Starting Pabrai Investment Fund (00:05:01) - Dakshana Foundation; the 2% model (00:12:42) - Dhandho Holdings (00:14:06) - Insurance vs. Investing (00:20:31) - Buying Iowa farm land (00:30:07) - Volatility: An advantage for auction driven markets (00:33:02) - When to sel
Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013
Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013 (00:00:00) - Introduction (00:01:41) - Rajat Gupta (00:04:00) - Compounding: eighth wonder of the world (00:11:37) - Starting Pabrai Funds (00:19:42) - Shameless cloning (00:26:41) - General Motors (00:34:14) - Cloning Buffett's portfolio (00:39:11) - ROI model in philanthropy (00:42:30) - Ashok Ku
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015. (00:00:00) - Introduction (00:04:43) - The Motors bubble - 1921 (00:06:56) - The Tronics bubble - 1959-62 (00:08:23) - The Dot com bubble - 1997-2000 (00:16:10) - The 1973-74 Nifty-Fifty crash (00:19:00) - Tesla vs. GM (00:21:07) - Netflix vs. Micron (00:26:11) - Go Pro (00:33:04) - Creation of stock mar
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 the Finance and Investment Cell at SRCC, Delhi on June 14, 2023. (00:00:00) - Introduction (00:02:25) - Investing basics in school curriculums (00:05:58) - Investing in improving yourself (00:12:21) - Dhandho investing; Jugaad (00:15:30) - Employment opportunities in India vs the US (00:19:55) - Moving from passive investing to active management
Mohnish Pabrai's Q&A with members of The Babson College Fund (Babson College Students)– Feb 9, 2021
Stephen D. Cutler Center for Investments and Finance, Babson College Managing Director: Patrick Gregory (00:00:00) - Introduction (00:02:03) - Value vs Growth Investing (00:05:45) - Microsoft (00:09:12) - Volatility in auction driven markets (00:14:36) - Portfolio management (00:18:32) - Change in Investment philosophy (00:22:45) - Walmart vs Nifty 50 (00:25:26) - Reysas (00:29:4
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 (00:00:00) - Introduction (00:02:28) - Value investing; Amazon (00:09:52) - Learnings from Charlie Munger; Doheny Ranch, California (00:18:23) - Be a harsh grader while choosing your friends (00:27:17) - Li Lu (00:33:15) - Investing in China (00:38:14) - Cryptocurrency & algorithmic trading (00:39:27) -
Value School (Madrid, Spain); Q&A with Mohnish Pabrai on July 9, 2021
Summer Summit 2021 Moderated by Luis Alberto and Iglesias Gómez (00:00:00) - Introduction (00:00:39) - Entrepreneur's advantage (00:03:36) - Finding order in chaos (00:07:09) - Investment in Turkiye (00:07:40) - Investment in China (00:10:14) - Growth vs Value (00:12:15) - Microsoft (00:16:29) - Nick Sleep (00:18:21) - When two worlds collide (00:19:41) - Reysas (00:22:22) - Rain
Mohnish Pabrai's Q&A session with students at the JNV Lucknow on December 27, 2022
Mohnish Pabrai's Q&A session with students at the JNV Lucknow on December 27, 2022 (00:00:00) - Introduction (00:00:51) - Usain Bolt; The Bolt Factory (00:11:09) - Khushwant Singh (00:14:59) - IIT vs. MIT (00:25:29) - Start specialising at the age of 11 (00:35:31) - Why is Brazil great at football? (00:43:31) - If I was the education minister in India (00:46:42) - Delhi school sys
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023 (00:00:00) - Introduction (00:02:22) - Buffett's 2022 Shareholder Letter (00:03:25) - Berkshire's dozen truly great decisions (00:07:16) - Naspers; Tencent (00:12:14) - Rakesh Jhunjhunwala; Titan (00:14:56) - Nick Sleep; Amazon (00:18:39) - Ben Graham; Geico (00:20:20) - Walmart vs. Nifty 50
Mohnish Pabrai's Q&A session with students at the JNV Pune on December 25, 2022
Mohnish Pabrai's Q&A session with students at the JNV Pune on December 25, 2022. (00:00:00) - Introduction (00:01:51) - Be a continuous learning machine (00:04:09) - Entrepreneurs do not take risk (00:14:12) - MLK: I have a dream (00:17:59) - What happens if I lose all my money today? (00:28:48) - Inspiration for Dakshana (00:34:36) - Super 30: Anand Kumar (00:39:48) - Toastmaster
Mohnish Pabrai's Q&A session with students at the Dakshana Valley, Pune on December 26, 2022
Mohnish Pabrai's Q&A session with students at the Dakshana Valley, Pune on December 26, 2022. (00:00:00) - Introduction (00:00:54) - Finding your calling in life (00:15:31) - Toastmasters (00:19:43) - Dakshana Scholar Satpal Singh (00:21:23) - Inspiration for starting Dakshana (00:28:22) - Anand Kumar: Super 30 (00:29:43) - The Dakshana journey (00:37:00) - The essence of life
Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023
Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023 | (00:00:00) - Introduction (00:01:00) - My childhood (00:12:52) - My journey towards investing (00:24:03) - Starting Pabrai Funds during the dot-com bubble (00:26:56) - IPSCO (00:30:33) - 2009 financial crisis (00:32:46) - The Fiat Chrysler Investment in 2012 (00:35:07) - Meeting Michael Burry in
Mohnish Pabrai's Q&A session with students at JNV Bundi on December 24, 2022
Mohnish Pabrai's Q&A session with students at JNV Bundi on December 24, 2022 (00:00:00) - Introduction (00:01:09) - Enterprise Rent-A-Car only hires GPA below 2.5! (00:11:38) - Toppers do not do the best in life (00:14:32) - My journey - from a below average to a topper (00:18:40) - Dakshana: Of the Alums, By the Alums, For the Alums (00:23:19) - Be a continuous learner (00:28:33) - Th
Mohnish Pabrai's Q&A session with students at JNV Bangalore (Rural) on December 23, 2022
Mohnish Pabrai's Q&A session with students at JNV Bangalore (Rural) on December 23, 2022 (00:00:00) - Introduction (00:04:57) - Dakshana Donors – Prem Watsa; R.K. Damani (00:07:27) - Harvard's model for donations (00:12:11) - Your deepest desire is your destiny (00:21:51) - Dakshana: Of the alums, for the alums, by the alums (00:22:54) - Fear of failure (00:32:11) - Inspiration behind Dak
Mohnish Pabrai's Q&A session with students at JNV Bengaluru (Urban) on December 23, 2022
Mohnish Pabrai's Q&A session with students at JNV Bengaluru (Urban) on December 23, 2022 (00:00:00) – Introduction (00:00:34) - Charles T. Munger Hall (00:05:32) - Ben Franklin (00:07:51) - Charlie's mental models (00:11:45) - The Cloned Dakshana Model (00:20:07) - Dakshana Scholar T. Ashok Kumar (00:23:55) - Judith Harris: No Two Alike (00:26:18) - Buddha: The key to happiness is
Mohnish Pabrai's Talk and Q&A session with students at the University of Texas on February 28, 2023
Mohnish Pabrai's Talk and Q&A session with students at the University of Texas on February 28, 2023 (00:00:00) - Introduction (00:02:01) - Buffett's 2022 Letter to Shareholders (00:04:29) - Berkshire's Twelve great decisions (00:09:16) - Rakesh Jhunjhunwala (00:13:27) - Chuck Akre's three-legged stool (00:16:19) - Wally Park at LAX (00:18:35) - My investing journey (00:22:55) - Macroeconomic fac
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023 (00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett's 2022 Shareholder Letter (00:17:02) - "Circle the Wagons" approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to "Circle the Wagons" (00:31:05) - Finding a
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 Gol
Mohnish Pabrai's Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Mohnish 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 Bab
Mohnish Pabrai's Q&A Session with MBA Students at Georgetown University – March 4, 2021
Mohnish 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 Foundati
Raamdeo Agrawal & Mohnish Pabrai; Q&A session with Dakshana Scholars, Oct. 26, 2017
At JNV Bengaluru Urban. Compounding is the 8th Wonder of the World!
Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022
Mohnish 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 comp
Fireside Chat with Jeff Pintar on Mohnish Pabrai's lifetime Blackjack ban at a Vegas Casino on May 21, 2020
Jeff 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
Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016
Prof. Jiang Guohua's Value Investing Course "The Quest for 10-100 Baggers"
Mohnish Pabrai's Q&A Session with students at William & Mary College on November 8, 2022
Mohnish 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:
Mohnish Pabrai's Q&A Session with Mis Propias Finanzas on September 20, 2022
Mohnish 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 Inv
Mohnish Pabrai Lecture to Univ. of Puerto Rico MBA Class – Sept. 26, 2016
Mohnish Pabrai discusses three mental models in the spirit of Charlie Munger's latticework of mental models in a lecture to the University of Puerto Rico MBA students in San Juan, Puerto Rico.
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