Mohnish Pabrai Lecture at Boston College

1

Introduction

00:00 • 2min

2

Is Competition for Losers?

01:45 • 2min

3

Are Monopolises a Monopoly?

03:51 • 2min

4

The Monopolists

06:07 • 2min

5

Rain Industries

07:43 • 2min

6

What Is the Secret Behind the Crop Industry Monopoly?

09:37 • 2min

7

Are You Getting to the Core of Your Business?

11:31 • 3min

8

Can We Open Our Technology Up to Others?

14:44 • 2min

9

The Golden Goose

17:04 • 2min

10

The Whale Surfaced, and Amazon Jumped on the Cloud

18:49 • 2min

11

Is It a Google or a Microsoft?

20:53 • 1min

12

Is a Monopoly a Harmful Business?

22:20 • 2min

13

The Amazon Corp Business Model Is Very Different From Amazon Corp

24:24 • 3min

14

Then I Looked at the Ten Cent Annual Reports

27:07 • 2min

15

We Chat Is Kias. It's a Great Monopoly

29:10 • 2min

16

The Family, Where Do We Sign You Know?

30:42 • 1min

17

Gosbecker Is Nick Sleap on Steroids

32:10 • 2min

18

The Amazon Volition Becomes Quite Large

34:34 • 2min

19

Coosebecker, the Hired Gun, Takes No Chips Off the Table, Right?

36:06 • 2min

20

What Is the Best Management Team?

37:52 • 2min

21

Is He That Like He Is Drinking the Coolade?

39:30 • 3min

22

Pony Ma's Business Model Is Really Simple

42:06 • 2min

23

The Army of Softway Engineers

43:58 • 2min

24

How Many Engineers Do You Need?

46:12 • 2min

25

Don't Spend More Than the Cash He Generates.

48:30 • 2min

26

The Indian Guy in the Wonderful Blue Gertha, OK?

50:10 • 2min

27

The Tencent Morel Is the Most Valuable Business on the Planet

52:22 • 2min

28

The Market Will Never Sell Ten Cents, OK?

54:30 • 2min

29

The Biggest Lesson I Want You to Take Home

56:16 • 2min

30

I Liked the Strategy and the Execution of My Company

58:13 • 2min

31

The Cat Herding Business

01:00:29 • 3min

32

Private Education Companies in India

01:03:16 • 3min

33

Investing in China, Etc.

01:06:29 • 2min

34

Investing - Is There a Sure Bet?

01:08:26 • 2min

35

What I've Learned From Cowid Is That You Don't Have to Buy a Dollar Bill for 50 Cents

01:10:12 • 2min

36

The Buffet Approach to Investing

01:12:40 • 1min

37

Public Equity

01:14:03 • 2min

38

What Do You Think About Ali Baba?

01:15:55 • 3min

39

I Think the Rivers Will Do Fine.

01:18:31 • 4min

40

Investing in a Small Business in China

01:22:19 • 2min

41

Is There Any Change in Your Investment Strategy?

01:24:21 • 2min

42

How to Grow Into That Footprint

01:26:15 • 2min

43

Is the Fan Menita of Value?

01:27:52 • 2min

44

Cloning and Incloners

01:29:32 • 2min

45

The Microsopt Equa System Has Come From Borking

01:31:27 • 4min

46

How to Get the Most Out of Value Line

01:35:20 • 2min

47

Is There Any Application for NLP in the Investment World?

01:36:55 • 4min

48

The Kid Who Enjoyed the Treasure Mants

01:40:35 • 2min

49

How to Do It a Lot Faster With a Capital Like You

01:42:58 • 2min

50

Is Buffet the One to Keep an Eye On?

01:44:35 • 2min

51

The Beautiful Thing About Investing

01:46:05 • 2min

52

The Squid Game, Ok?

01:48:24 • 2min

53

Is There a Templet?

01:50:06 • 3min

54

The Journey to Continuously Learn and Grow and Understand

01:52:40 • 2min