Chai with Pabrai

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017

Jan 30, 2023

01:55:52

Creator website

Highlights

AI Chapters

Episode notes

Is There a Deal Breaker in Your Book?

02:22

The Non Profit World Is More Challenged

02:37

How Does Running a Business Affect Your Career?

02:47

Introduction

2min

One Thousand Ways to Make a Thousand Dollars

2min

Compounding Is the Eight Wonder of the World

3min

Doing the Compounding Math in Your Head

1min

The Total Wealth of the United States Is About a Hundred Trillion Ah

3min

The 11-Year-Old Kid Wants to Get the Thousand Dollars

2min

The Wilson Coin Operate Company

2min

Pinball Machines - Mister Wilson

1min

The Return on Capital Is Higher Than Most American Businesses

2min

10.

Royce Warren Is a Billionaire to Day

2min

11.

Compounding Is the Eighth Wonder

2min

12.

The Wayte Thogh Compounding an Ruleo 72 Works

2min

13.

The Life Expectancy of a Kid With the Wilson Coin Operated Company

2min

14.

How Many Hof You Have Heard of Mister Money Mustach?

2min

15.

Mister Money Mustache

2min

16.

The Five Thousand Becomes Five Million

2min

17.

The Savings Rate Is Important

1min

18.

Compounding My Life by 26 %

3min

19.

Compounding - A Fun Game

2min

20.

Compounding Rates

2min

21.

How Do You Think About Your Firm's Competitive Advantage?

5min

22.

The Zeropi Structure - What Is It?

3min

23.

A, Arwint A, That Pani, Are We Going?

2min

24.

The Indanan, a Comparative Advantage

2min

25.

Investing in the US Markets

4min

26.

Investing in India

3min

27.

Capital Atation Strategy

2min

28.

How Do You Prepare Yourself for a Recession?

2min

29.

The Stock Market Is a Great Place to Place Bets

3min

30.

Is There a Recession Coming?

2min

31.

Stock Chart for Steard Enterprises

2min

32.

A Joe Publick Sends Me an Email

2min

33.

Investing in India

2min

34.

Is Your Intelligent Broker Looking at Valuations in an Intelligent Way?

2min

35.

What Is Amazon's Cash Flow?

3min

36.

How to Make a Thousand Dollars?

2min

37.

I'm Not a Proponent of Redeeming the Money

2min

38.

A, if I Could, I Would Put Every Penny of Paba Family Assets Into Fun Tree

2min

39.

How Do You Manage an Insurance Float?

3min

40.

How Does Running a Business Affect Your Career?

3min

41.

Commodity Base Business - The Single Greatest Motes

2min

42.

Is There a Deal Breaker in Your Book?

2min

43.

The Future of Technology and Investing

3min

44.

What Do You Think About Charlie Monger?

3min

45.

The Sling Shot, You Know?

2min

46.

The Shooting Fish in a Barrow

3min

47.

The Non Profit World Is More Challenged

3min

48.

Is It a Part Time Job?

3min

Distinguished Speaker Series

Applied Fundamental Analysis & Worldly Value Investing

Professor Arvind Navaratnam

(00:00:00) - Introduction

(00:02:41) - Compounding is the 8th wonder of world

(00:14:12) - Wilson’s Coin Operated Company

(00:22:02) - Warren’s obsession about compounding

(00:24:38) - Rule of 72

(00:32:18) - Mr. Money Mustache

(00:34:28) - Rate of compounding

(00:39:09) - Compound 26%

(00:46:22) - Mindless Cloning

(00:54:11) - Comparative advantage of a Hedge fund

(01:00:55) - Portfolio Management

(01:06:50) - Kelly formula

(01:08:59) - Thou shall not forecast recession

(01:16:23) - Best source of ideas

(01:20:11) - Market trends and Passive investing

(01:26:53) - Doing the best job as a manager

(01:33:51) - Insurance business

(01:34:51) - Entrepreneur’s Advantage

(01:37:44) - Investing in Commodity Businesses

(01:42:33) - Technology and Investment

(01:43:45) - Insights on Charlie Munger

(01:48:47) - Difference in profit and non-profit world; Dakshana Foundation

(01:52:47) - Advantage of being Part-time Investor

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.