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

1

Introduction

00:00 • 2min

2

How to Find the Real Business Opportunities in Value Investing

02:19 • 3min

3

The Best Way to Invest in Value Investing

05:01 • 4min

4

Titan Industries

08:48 • 3min

5

Titan Becomes a Market Darling

11:24 • 3min

6

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

14:06 • 3min

7

The Index Is So Hard to Predict When You Start

16:38 • 3min

8

What Are Your Thoughts About Baba?

20:02 • 1min

9

Active Management

21:32 • 3min

10

Investing in Fang Stocks Is Not a Marketing Strategy

24:29 • 3min

11

Is There a Sustainable Mode?

27:23 • 3min

12

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

30:16 • 2min

13

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

32:21 • 4min

14

The Future of Value Investing

36:04 • 3min

15

Is There a Mispriced Opportunity in Turkey?

38:59 • 4min

16

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

43:11 • 2min

17

Is the Stock Market a Mechanistic to Take Wealth?

45:18 • 4min

18

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

49:07 • 3min