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 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.
