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Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 2. (00:00:00) - Introduction (00:01:54) - My journey in investing; Introduction to Warren Buffett (00:05:07) - Starting small in investing; The rule of 72 (00:08:08) - Spend less than you earn! (00:09:23) - My father's entrepreneurial skills; Early advantage for starting my businesses (00:14:37) - Entrepreneurs don't take risks (00:17:09) - Take calculated risks; Jeff Bezos & Amazon (00:19:06) - Learnings from Charlie Munger & Warren Buffett; Consistency & Equality of humanity (00:22:48) - Success is happiness (00:23:36) - The Dakshana Foundation; a mathematical game (00:27:39) - Find your passion early in life; My owner's manual 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…

Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1. (00:00:00) - Introduction (00:01:41) - BCD Tofu House (00:03:09) - Advancement in South Korea (00:04:33) - Spend less than you earn! (00:05:57) - Memory businesses: Samsung, SK Hynix & Micron (00:10:08) - Micron vs. SK Hynix (00:12:19) - The declining population of South Korea; Hyundai (00:14:50) - Investing in S&P vs. Berkshire Hathaway (00:17:47) - My investment checklist; Leverage, Business moats & Management teams (00:20:18) - Hyundai vs. MasterCard (00:22:26) - Investing in Turkey; Reysas (00:26:16) - When to sell a stock; Nifty-50 in 1960s-70s: Walmart (00:31:55) - IKEA (00:35:46) - Recognise the anomaly; Burger King (00:41:42) - Impact of AI (00:42:42) - Discovering Reysas (00:46:32) - Buffett's investment in American Express in Apple (00:54:26) - Yong Ping Duan: Founder of Oppo & Vivo (00:56:41) - Rick Guerin; Leverage (00:58:18) - Avoid leverage and chasing other's dreams (01:00:21) - Learning from my mistakes;…

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026. (00:00:00) - Introduction (00:01:43) - Checklist for an aspiring fund manager (00:03:00) - Evaluating the company's management team (00:03:56) - Micron; Oligopolistic market situations; Coke & Pepsi (00:08:31) - The 1973-74 Nifty-Fifty crash; Walmart & The Walton Family (00:13:57) - Investing in Turkey; Reysas (00:24:33) - Kaspi (00:29:00) - Portfolio concentration; The Walton Family & Bentonville, Arkansas (00:32:59) - Constellation Software Services (00:34:12) - Reysas Logistics & Reysas REIT (00:39:15) - Do your own analysis; Jeff Bezos and Amazon (00:43:45) - Learning from Charlie Munger 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,…

Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026. (00:00:00) - Introduction (00:00:35) - Investing in Berkshire Hathaway Class B shares (00:03:02) - Berkshire Hathaway: Handling a trillion-dollar portfolio (00:06:19) - Berkshire's investment in Google (00:09:36) - The gold rush: Memory businesses; Micron (00:12:36) - Kaspi (00:16:19) - Your deepest desire is your destiny; Finding stocks on Value Investors Club (00:22:15) - Invest in your highest conviction bets (00:25:50) - How to decide about investing in a stock; Adobe vs. Kaspi (00:28:44) - SpaceX; Elon Musk (00:32:54) - The too hard pile (00:35:59) - Evaluating the management; NVR (00:39:55) - Focus: The most important mental model (00:41:20) - When to exit from a position; Impact of business moats 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…

Mohnish Pabrai's Interview with Kim Kiho at Knowledge Inside podcast on June 8, 2026. (00:00:00) - Introduction (00:01:44) - Lunch with Warren Buffett vs. Eric Schmidt; Introduction to Charlie Munger (00:11:47) - Impact of declining population of South Korea; SK Hynix, Samsung & Micron (00:17:19) - KOSPI (00:17:57) - My Investment checklist - an inspiration from the FAA; Buffett's Dexter Shoes investment (00:25:27) - Three most important items in a checklist; IKEA & Amorepacific (00:31:19) - Active vs. Passive investing; Look for risk-free investments (00:35:10) - Investing in Turkey; Reysas (00:39:24) - The Dhandho investing: Heads I win, Tails I do not lose much (00:41:20) - Investing in AI; Do not buy shiny items (00:43:39) - How to build wealth; The Rule of 72 & The Manhattan island deal in 1623 (00:50:24) - Giving back; The Dakshana Foundation (00:53:52) - Advice to listeners The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended…

Mohnish Pabrai's Interview with Shaan Puri at My First Million on May 5, 2026. (00:00:00) - Introduction (00:00:30) - Value investing in the US; Importance of patience in investing (00:02:15) - Mental models: The mistress is always hotter than the wife (00:04:58) - Introduce randomness in your life; Peter Lynch's One Up on Wall Street (00:08:12) - Elon Musk (00:09:42) - From admiring to executing; Sam Walton & Cloning (00:13:24) - Tesla; Blue Origin vs. SpaceX (00:14:10) - Randomness & Cloning; Farm Con & Kevin Van Trump to Milk road (00:16:40) - McDonald's vs. Burger King (00:17:05) - The Bedrock model: Take a simple idea and take it seriously; Turkey vs. Indian markets (00:20:39) - Mental model conflicts; Circle of competence (00:23:13) - The salad oil crisis; Buffett's stake in AmEx and Disney (00:26:12) - Traits of great investors: Keep investing simple; Warren's Too Hard Pile (00:30:27) - Aksarben racetrack and Buffett's tickets adventure; Moody's Manual (00:33:02) - Japanese Company Handbook; Look for…

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 structuring (00:12:34) - Pabrai Wagons ETF (00:13:24) - Inner scorecard vs. Outer scorecard (00:16:16) - Investing in Turkey; Micro trumps the macro (00:18:44) - Diversification of portfolio; Walmart (00:21:25) - Constellation Software Services; Mark Leonard (00:25:14) - Frontline; Micheal Burry (00:29:58) - Met coal vs. IPSCO; CONSOL Energy & AMR (00:35:48) - Selling a stock; Walmart and Nifty 50 in 1970's (00:39:49) - Portfolio concentration (00:41:24) - What I Learned About Investing from Darwin by Pulak Prasad; Microsoft & Walmart (00:44:22) - Guy Spier The contents of this website are for educational and entertainment…

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 (00:20:29) - Upanishads: Your deepest desire is your destiny (00:24:13) - Building Dakshana: Cloned from the Super 30 model (00:33:32) - Follow your passion, success follows naturally (00:35:10) - With hard work think smart (00:36:42) - Clone smartly, compete confidently (00:39:05) - Technology is overrated, follow your passion (00:42:48) - Growth begins outside comfort zone; Toastmasters (00:46:25) - Cloning Dakshana from Super 30; Anand Kumar (00:50:36) - Human reciprocation mental model (00:57:28) - Execution and determination make the idea successful (01:00:29) - Life's reverses; Charlie's No self-pity mode The contents of this audio are for…

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 Ben Graham; Poor Charlie's Almanack, Philip Fisher, and Pulak Prasad (00:06:27) - Model 4: Buffett's lifetime 20-punch card (00:07:15) - Model 5: Stay in the epicentre of your circle of competence; John Arrillaga (00:09:09) - Model 6: A high error rate is guaranteed in investing (00:09:26) - Model 7: Circle the wagons: the 4% rule (00:10:36) - Berkshire's 12 best decisions in 60 years (00:12:02) - Mistakes in investing: Ferrari, Progressive Insurance & Goldman Sachs (00:12:55) - Model 8: Do not cut flowers and water weeds; The Nifty 50 crash in the 1970s & Walmart (00:15:34) - Model 9: Be a shameless cloner; VIC & Dataroma;…

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 Almanack, Philip Fisher, and Pulak Prasad (00:05:16) - Model 4: Buffett's lifetime 20-punch card (00:06:05) - Model 5: Stay in the epicentre of your circle of competence; John Arrillaga (00:07:52) - Model 6: A high error rate is guaranteed in investing (00:08:06) - Model 7: Circle the wagons: the 4% rule (00:08:44) - Berkshire's 12 best decisions in 60 years (00:09:41) - Mistakes in investing: Ferrari, Progressive Insurance & Goldman Sachs (00:12:10) - Model 8: Do not cut flowers and water weeds (00:13:02) - Model 9: Be a shameless cloner; VIC; Dataroma & SumZero (00:15:11) - Model 10: History does not repeat itself - but it does…

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) - Model 4: Heads I win; Tails I don't lose much; Jeff Bezos (00:10:36) - How to start a business without capital (00:12:44) - Model 5: Be a shameless cloner; Sam Walton & Walmart and Bill Gates & Microsoft (00:14:49) - Model 6: Use hacks to improve yourself; Be a harsh grader (00:16:02) - Model 7: Hire slow fire fast (00:16:53) - Model 8: Incentives are more powerful than you think (00:17:51) - Model 10: Pursue quality intensely; Zen and the art of motorcycle maintenance by Robert Pirsig (00:18:50) - Model 11: Focus on durable moats (00:19:16) - Model 12: The purpose of business is not to make money (00:19:45) - Model 13:…

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 scorecard beats outer approval (00:16:06) - Cloning: Anand Kumar and Super 30 (00:19:56) - Learn to build from zero: The Origin and Evolution of New Businesses (00:23:02) - The Founders Podcast (00:28:40) - Singular focus: Dronacharya & Arjuna - eye of the bird (00:32:18) - Your Deepest Desire Is Destiny (00:34:10) - Adversity is part of life 00:36:30) – Toastmasters (00:37:46) - Usain Bolt from Jamaica; Illustrated Weekly of India: Khushwant Singh (00:44:00) - Take a decision and move forward (00:45:18) - Be the change you wish to see (00:47:03) - Principles create advantage in life; The Founders Podcast (00:50:12) - Focus on relevant…

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) - Upanishads - Your deepest desire is your destiny (00:13:43) - Belief comes before capability; Elon Musk & the reuse of rockets (00:18:18) - Dakshana: Cloned from Anand Kumar's Super 30 (00:30:47) - Robert Caro's books on Lyndon Johnson (00:37:44) - Be a harsh grader while choosing your circle (00:40:46) - Mistakes are a blessing (00:44:04) - Attraction towards the opposite gender is natural (00:47:30) - World changes if you have a burning desire (00:48:21) - Karam Yogi: You cannot make money if you want to make money (00:51:16) – Google The contents of this podcast are for educational and entertainment purposes only, and do not purport to be, and are not…

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 concentration (00:14:49) - Asymmetry in investing: Amazon (00:16:41) - Power vs. Force: David Hawkins (00:21:26) - The Dakshana Foundation: Cloned from Super 30 (00:27:06) - Success rate of the Dakshana Foundation (00:29:36) - If you can happily watch paint dry, you can be a good investor! 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…

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 good; Arvind Eye Care & Infinite Vision (00:16:26) - Listen to your inner voice (00:17:35) - Curiosity over curriculum (00:20:01) - Integrity above everything (00:22:08) - Better schools for brighter future The contents of this video 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…

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 business cost-effective; Walmart & LVMH (00:18:24) - Getting your music out; Bill Gates & Paul Allen (00:21:40) - Find the calling in your life (00:23:54) - My Owner's Manual (00:29:04) - Capital investment in start-ups; Sir Richard Branson (00:36:59) - Successfully reaching out to stakeholders (00:41:16) - My family startups in the childhood; Cold calling (00:46:21) - Adam Grant: Givers, takers and matchers (00:48:26) - Recruiting the right people; Elon Musk & Steve Jobs (00:50:43) - Fire fast, Hire slow (00:51:54) - The three pillars of investing (00:53:01) - Sale of Manhattan by Indians in 1623 & Rule of 72 (00:58:07) - Rules of investing; Saving the first dollar; Index…

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 (00:23:44) - Thermal Coal vs. Metallurgical Coal (00:26:28) - Learning from mistakes; Selling a stock (00:28:51) - Shipping and Offshore oil drilling businesses; Nobel & Valaris (00:32:09) - Challenges for the coal industry (00:36:11) - Investment in Turkiye -TAV Airports; Laguardia (00:38:25) - Indian Energy Exchange & National Stock Exchange (00:39:28) - Macroeconomic factors and impact on the portfolio (00:43:54) - Book recommendation; Buffett and Munger Unscripted (00:45:08) - Investing in global markets (00:46:06) - Portfolio concentration; Walmart & the Walton family (00:47:59) - Geopolitics The contents of this website are for educational and entertainment purposes only, and do…

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 (00:13:30) - Rules of becoming rich (00:16:15) - Walmart & the Walton Family (00:17:51) - Microsoft; Steve Balmer (00:23:21) - Coca-Cola (00:25:32) - Evolution of strategies (00:26:52) - Investment checklist (00:30:36) - Circle of competence (00:33:28) - Macroeconomic factors; Saudi Aramco & Ferrari (00:40:47) - Learnings from Warren and Charlie (00:43:02) - Golf vs. Investing (00:44:50) - Identifying opportunities; Moody's Manual and The Japan Company Handbook (00:50:33) - Duan Yongping: Oppo & Vivo (00:53:53) - Economic moats (00:55:51) - Impact of leverage; The Founder's Podcast: IKEA (00:58:51) - Capitalism in investing; Amazon…

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) - My mathematical game: The Dakshana Foundation; Chuck Feeney (00:25:25) - Dakshana's selection criteria (00:29:20) - Dakshana's operational model (00:34:22) - Business moats (00:36:24) - Circle of competence (00:37:50) - Warren's "Too Hard Pile" (00:41:33) - Selecting an investment manager 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…

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) - Selecting a stock (00:19:12) - Macro-economic factors; D-Mart & Shrimp farming in India (00:23:32) - Circle of competence; John Arrillaga (00:24:38) - Commodity producers; Saudi Aramco (00:27:26) - Look for anomalies, Investing in Turkiye & Reysas (00:33:54) - Learning from mistakes; Satyam Computers (00:39:35) - Nifty-50 in the 1970s; Walmart 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…

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 (00:27:33) - The Japan Company Handbook (00:28:46) - Berkshire's investment in Japan (00:36:13) - Thou shall not use Excel (00:40:26) - Leverage: Rick Guerin (00:49:00) - Do not cut the flowers to water the weeds (00:51:21) - Costco (00:56:38) - My interactions with Charlie Munger & Warren Buffett (00:58:23) - Risk vs. Uncertainty (01:00:16) - Coca-Cola Icecek (01:01:42) - Warren's "Too Hard Pile" (01:03:01) - Circle of Competence: John Arrillaga (01:07:03) - Sam Walton: Walmart and Sol Price (01:12:18) - A power nap is good for productivity (01:15:39) - My owner's manual (01:21:52) - The Dakshana Foundation: A mathematical game…

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 philosophy (00:22:06) - Wealth is lost, nothing is lost; Health is lost, something is lost; Character is lost, everything is lost (00:26:05) - Index Funds (00:29:23) - Nifty-50; Walmart (00:32:53) - Patience is the best skill in investing; Infosys & Microsoft (00:36:04) - Separate a signal from the noise (00:37:52) - Selecting a stock; Warren's too-hard pile (00:41:14) - Investing in Turkiye; Reysas (00:46:39) - Look for illusionary smoke in the market (00:50:46) - Follow your passion in life (00:52:43) - Give meaning to life (00:55:34) - Money doesn't bring happiness (00:59:28) - Key lessons in life (01:05:54) - Good parenting is a key…

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 & DMart (00:26:43) - Your deepest desire is destiny (00:29:59) - Cloning and trustworthiness are the best mental models (00:35:45) - Power of compounding (00:41:39) - Think small, scale later effectively (00:44:03) - Great entrepreneurs start with nothing (00:44:50) - Honesty is the most lucrative policy The contents of this video 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,…

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) - Robert Caro: Relentless research, unrivalled narrative (00:33:35) - Dakshana's Mission: Empowering Underprivileged Students (00:37:31) - Secret to success: Focus (00:41:42) - Upanishads on true desire The contents of this video 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…

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 (00:23:48) - Mosaic: Perspectives of Investing (00:24:44) - Cloning is the best mental model: Sam Walton & Bill Gates (00:31:29) - Sam Walton & Walmart (00:33:23) - Compounding (00:35:16) - The crash of Nifty-Fifty in 1973-74; Walmart (00:37:02) - Fiat Chrysler (00:38:09) - The Waltons' ownership in Walmart (00:42:18) - Frontline & Reysas (00:46:11) - Portfolio concentration; Steve Ballmer at Microsoft (00:49:39) - Uber Cannibals 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…

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: Walmart & Microsoft (00:24:35) - Microsoft: Vijay Vashi (00:31:51) - Find out your passion: Poor Charlie's Almanac (00:35:42) - The Dakshana Foundation (00:40:12) - Bill Gates' introduction to Warren Buffett (00:44:15) - Reliability and Trust (00:47:33) - Somasegar at Microsoft 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…

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 (00:31:56) - Investing in Turkiye (00:34:21) - Evolution in investing style (00:35:40) - Evaluating the company's management (00:37:48) - Capital allocation for coal companies (00:40:55) - Risk vs. Uncertainty (00:42:36) - Circle of competence: John Arrillaga (00:44:32) - Look for anomalies in the market (00:48:42) - Book recommendation: The Joy of Costco 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…

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 Gurley (00:23:06) - Handling the 2008 financial crisis (00:24:12) - Skills for value investing (00:27:02) - Look for undiscovered opportunities; Warren's Swiss Army knife approach (00:30:22) - Handling the portfolio concentration and risks (00:33:49) - Sam Walton (00:36:31) - All knowledge is cumulative (00:38:43) - Nick Sleep 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…

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 who ranked 63 at IIT (00:18:36) - Operating Mechanics of the Dakshana Foundation (00:19:55) - All India Institutes of Medical Sciences (AIIMS) (00:21:13) - The Dakshana journey (00:23:56) - Dakshana's success rate (00:27:14) - Success Academy (00:29:10) - Stay focused on the cause (00:31:11) - Micro is more relevant than macro (00:34:33) - Error rate in investing 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…

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 Gen Re (00:32:38) - Charlie Munger is irreplaceable (00:36:18) - Berkshire Hathaway after Warren Buffett (00:37:44) - Early start to investing journey (00:40:17) - My daughter's introduction to compounding and investing (00:45:01) - Blackstone (00:45:59) - My journey to investing (00:51:15) - Poor Charlie's Almanack (00:53:13) - Advice for beginners; Be a harsh grader 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…

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) - Warren Buffett: Compounding since early years (00:34:49) - Key to wealth and a long life (00:40:25) - Value investing (00:44:56) - My journey as a value investor (00:46:47) - Knowledge is cumulative (00:48:15) - My real-life heroes (00:49:52) - Advice for beginners (00:50:47) - Great entrepreneurs of this age 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,…

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) - Dakshana's goal: 2020 in 2020 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.

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 Jhunjhunwala (00:22:43) - ROI on tech businesses (00:24:56) - Reysas (00:28:05) - Coke's global bottling businesses; Varun Beverages (00:33:36) - Growth vs ROCE (00:35:37) - Investing in index funds (00:36:41) - Be fearful when the world is greedy, be greedy when the world is fearful (00:43:31) - Investing in Coal (00:48:50) - Investing Lessons from Robert Caro (00:52:47) - Selling a stock (00:56:30) - Heinz, See's Candies & Coke 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…

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 lettered word! (00:32:45) - Investing in Turkey (00:36:09) - Handling macro-economic risks (00:37:33) - Mistakes are stepping stones to success; Investment checklist (00:43:32) - Building an asset management business (00:52:57) - TAV Airports (00:57:27) - Coca-Cola Icecek 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…

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 model (00:25:41) - Jawahar Navodaya Vidyalaya (00:30:01) - Dakshana's selection process (00:34:09) - Warren Buffett's philanthropic approach (00:41:49) - Chuck Feeney (00:44:01) - Akshaya Patra Foundation 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…

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 (00:32:23) - Advice for young investors (00:33:48) - My educational journey (00:38:19) - Memories of Charlie (00:43:24) - Learnings from Charlie Munger (00:45:54) - Cloning is the best model; Chipotle (00:49:25) - Heads I win; Tails I don't lose much (00:51:46) - CONSOL Energy vs. IPSCO (00:57:01) - Value investing (00:59:05) - Impact of macro-economic factors (01:01:13) - Passing on value system to your kids (01:05:01) - Loss aversion: Minimizing risk (01:07:35) - Debt-free businesses are best (01:10:32) - Index investing (01:11:55) - Cryptocurrency (01:12:49) - Knowledge is cumulative The contents of this website are for educational…

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) - Don't Worry About Low Scores (00:41:39) - Marcus Aurelius: Failure is the key to Success (00:44:38) - Clone Great Ideas (00:53:09) - Pursue Happiness The contents of this video 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…

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) - Richard Branson: Virgin Atlantic (00:36:19) - The Patels' motels business in the US (00:41:16) - Introduction to Warren Buffett (00:46:12) - Pabrai Funds (00:54:37) - Lunch with Warren Buffett (00:59:16) - Learnings from Buffett: Be a harsh grader (01:05:32) - Dhandho Investing: Heads I win, Tails I don't lose too much (01:07:21) - IPSCO (01:09:09) - Investing in coal (01:10:12) - Private vs. Public auction-driven markets (01:12:53) - Index funds (01:14:20) - What Puddy (of Seinfeld) can teach us about investing! (01:17:21) - Compounding; The rule of 72 (01:22:40) - Berkshire's 12 best decisions; Ajit Jain (01:29:02) - John…

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 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.

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 games (00:30:56) - McDonalds (00:34:02) - Boeing (00:36:12) - Processing information from books (00:40:24) - Pabrai Fund's track record (00:45:25) - The game of investing (00:49:20) - The Dakshana Foundation; Philanthropy 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…

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 Dakshana Foundation (00:33:17) - Sergio Marchionne: Fiat Chrysler (00:38:59) - Identifying investment opportunities (00:47:35) - Finding Anomalies; Seinfeld: Is this anything? (00:52:56) - Investing in Turkey; Coca-Cola Icecek (00:56:28) - A day in my life 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…

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) - Charlie's mental models; Human reciprocation theory (00:27:40) - Investment discussions with Charlie (00:31:37) - Adam Grant: Give and Take (00:39:50) - Lifetime ban at an LA casino (00:44:07) - Poor Charlie's Almanack (00:46:35) - Charlie's inheritance 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…

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) - Cloning is a powerful mental model (00:37:27) - My educational journey (00:40:31) - My introduction to investing; Peter Lynch (00:42:17) - Reysas (00:46:47) - Work preferences (00:50:03) - Find your calling in life 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…

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 (00:48:18) - My educational journey (00:51:25) - My entrepreneurial journey (00:53:35) - Dakshana's objectives 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…

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) - Auto dealership business; OEMs vs. EVs (00:25:38) - Evaluating a business (00:28:50) - Met-coal (00:31:18) - IPSCO vs. CONSOL (00:39:06) - Circle of competence (00:41:08) - Diversification of portfolio (00:44:12) - Start your journey early 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…

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! (00:33:32) - Macroeconomic factors (00:36:58) - Charlie Munger; LA Country Club 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…

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 from Charlie Munger (00:20:11) - Be a shameless cloner (00:24:46) - My process of evaluating a business (00:26:41) - Advice to students (00:30:09) - Auction-driven markets: Microsoft (00:34:59) - Pabrai Investment Funds (00:38:34) - When to sell a stock (00:41:37) - Ferrari: A rich man's expression of wealth (00:43:37) - AI in investing 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…

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 scorecard (00:24:44) - Leading an aligned life (00:28:04) - Playing Bridge 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…

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 shall not have an investing team (00:54:08) - Portfolio sizing (00:55:31) - TAV Airports (01:03:28) - Investing in China (01:05:49) - Selling a stock; Varun Beverages (01:07:56) - Dividends: EFES (01:09:03) - Currency risk with Coca-Cola Icecek (01:11:47) - Evaluation of a business (01:16:23) - Dakshana (01:24:15) - Macro-economic factors in Turkey (01:29:05) - Fiat Chrysler (01:30:56) - Ferrari: The most Incredible Moat (01:42:49) - Investing in global markets (01:45:22) - Friendship with Charlie and Warren (02:02:24) - Rick Guerin (02:16:52) - Nick Sleep The contents of this website are for educational and entertainment purposes…

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 in investing (00:27:36) - Autonomy for investment managers (00:31:49) - UGMA: A great gift from Congress! (00:34:03) - The Dakshana Foundation (00:37:41) - Returns from philanthropic investments (00:46:02) - Akshaya Patra Foundation (00:51:59) - Advice to students 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…