Chai with Pabrai

Mohnish Pabrai's session with EO Gurgaon on January 10, 2023

Jan 31, 2023

01:14:33

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Highlights

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Episode notes

The Importance of Knowing Your Business' Return Profile

01:28

The Power of Focus

01:38

The Mr. Market Philosophy of Entrepreneurship

01:23

Deep Dive Businesses to Study in 2018

01:20

Introduction

2min

Monish Pabrai Crushed a Market by 1100% Since 2000

3min

The Nature of Capitalism

3min

How to Allocate Capital in a Cement Business

2min

How to Grow Your Arson Capital - What's Your Plan B?

3min

Warren Buffett's Three Percent Rule

2min

Buffett: The Holy Grail of Investing

2min

I Owned the IT Business in 99

2min

Control Is Overrated When Buffett Buys Coca-Cola

2min

10.

Entrepreneurship and Asymmetries

3min

11.

The Mispricing in the Public Markets

2min

12.

I Don't Lose Much

3min

13.

When Your Business Fails

1min

14.

The Heads I Win, Tails I Don't Lose Much

3min

15.

Do You Know How to Reduce Your Motel Business?

2min

16.

What Are You Left With if Not Control?

3min

17.

What Are You Reading This Month?

2min

18.

Investing in the Turkish Market

3min

19.

Is Your Grandfather Interested in Investing?

2min

20.

Are You a Passive Investor or a Founder of the Business?

2min

21.

Study 50 Businesses in a Year

2min

22.

Investing in Wealth Management and Asset Man

3min

23.

The Indian Market in 2023

2min

24.

What Do You Think About Kapoor Watches?

3min

25.

Amit, What Are Your Favorite Books Related to Investing?

2min

26.

The Human Brain Is Reciprocation

3min

27.

The Asymmetry of Reciprocation in the Brain

3min

28.

What Is Your True Calling?

3min

29.

Owner's Manual Data, Sub Co, Humco, Kuchanimila

2min

30.

The Best 10,000 You Can Spend With a Bry Fund

3min

Mohnish Pabrai's session with EO Gurgaon on January 10, 2023

(00:00:00) - Introduction (00:04:15) - I'm a better investor because I'm a businessman. I'm a better businessman because I'm an investor (00:05:00) - Capitalism is creative destruction (00:08:40) - Earnings reinvestment framework (00:10:58) - The importance of Spawning (00:13:07) - Control is over-rated (00:16:50) - From entrepreneur to investor (00:33:30) - Patel Motel Dhandho (00:40:42) - Book: Roy Thomson of Fleet Street; Trilogy (00:41:33) - Reysas (00:50:18) - Investment Shortcuts; cloning (00:52:35) - IIFL Wealth Management; Kotak (00:54:01) - The S&P 500 is a great choice (00:57:54) - Rakesh Jhunjhunwala (00:59:35) - Poor Charlie’s Almanack (01:07:39) - Mohnish’s Owners Manual by Jack Skeen (JackSkeen.com)

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