Concluding Thoughts and Gratitude at the Investment Conference

Mohnish Pabrai speaks at the HBS Investment Conference on Sunday, April 3, 2022. It’s an hour-long fireside chat moderated by an HBS professor. The Investment Conference is one of the biggest conferences arranged by HBS students each year. It is attended by 400+ students across MBA programs who have a background or interest in the investment management industry.

(00:00:00) - Introduction

(00:04:12) - Ben Graham; Warren Buffett’s teacher

(00:10:10) - All intelligent investing is Value Investing

(00:13:51) - Holding above intrinsic value

(00:19:43) - Micro vs. Marco in Turkish economy

(00:25:29) - Macro events affecting US economy

(00:34:58) - Investment checklist

(00:39:46) - Investing in Seritage

(00:43:00) - Shameless Cloning

(00:47:55) - New Fund Managers