Chai with Pabrai London Business School (LBS) MBA students Q&A on May 19, 2021
Jan 23, 2023
Mohnish Pabrai, a successful investor and author of 'The Dhandho Investor,' shares his insights with MBA students. He discusses the shifts in the economy post-COVID and the advantages entrepreneurs have in the investment realm. Pabrai offers advice for new investors and emphasizes the significance of evaluating management quality. He explores challenges in Mumbai's real estate market and examines the impact of exchange rates on investments. His reflections on strategic portfolio construction and long-term investment philosophies add valuable perspectives.
AI Snips
Chapters
Books
Transcript
Episode notes
Post-Pandemic Industry Transformation
- The pandemic accelerated permanent changes in consumer habits and industry structures.
- Food delivery exemplifies how operational efficiencies and AI will reshape industries over time.
Value of Business Experience
- Gain real business experience to better understand investing beyond spreadsheets.
- Pursue work you are passionate about and would do even without pay.
Advice for Aspiring Investors
- Start investing small and grow your capital before managing others’ money.
- Study Buffett, Munger, and other value investors extensively before launching a fund.
