Chai with Pabrai

Mohnish Pabrai’s Q&A with CFA Society of Mexico on August 17, 2022

Feb 14, 2023

51:56

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Episode notes

Is the Stock Market a Mechanistic to Take Wealth?

03:49

Titan Industries

02:35

Is It Easier to Pick a Value Stock Than to Pick a Value Investor?

02:43

Introduction

2min

How to Find the Real Business Opportunities in Value Investing

3min

The Best Way to Invest in Value Investing

4min

Titan Industries

3min

Titan Becomes a Market Darling

3min

The Asymmetry in Investing, Which Ben Graham Didn't Talk About

3min

The Index Is So Hard to Predict When You Start

3min

What Are Your Thoughts About Baba?

1min

Active Management

3min

10.

Investing in Fang Stocks Is Not a Marketing Strategy

3min

11.

Is There a Sustainable Mode?

3min

12.

I Don't Like the Price, but I Like Microsoft as a Business

2min

13.

How Many Stores Will Costco Have in China in 20 Years?

4min

14.

The Future of Value Investing

3min

15.

Is There a Mispriced Opportunity in Turkey?

4min

16.

Turkey Stock Market - What Is the National Game of Turkey?

2min

17.

Is the Stock Market a Mechanistic to Take Wealth?

4min

18.

Is It Easier to Pick a Value Stock Than to Pick a Value Investor?

3min

Mohnish Pabrai's Talk with the CFA Society, Mexico on August 17, 2022

(00:00:00) - Introduction

(00:02:56) - Different Styles of Investing

(00:21:14) - Active Fund Management Industry

(00:24:15) - Value vs Growth

(00:32:55) - Handling Macro-economic Factors

(00:37:50) - The Future of Value Investing

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