Chai with Pabrai

Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023

Apr 11, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
How Warren Buffett and Monish Bid for Lunch
03:18 • 5min
3
Buffett's Letter to the Dondo Investor
08:42 • 6min
4
How to Manage Your Fund While You're a Student
14:28 • 2min
5
The Circle the Wagons Approach to Investing
16:45 • 5min
6
The Power of Buffett's Investments
21:21 • 2min
7
The Importance of Circulating Your Wagons
23:02 • 3min
8
How to Invest in a Great Business
25:55 • 3min
9
The Single Biggest Flaw a Lot of Humans Have
28:44 • 3min
10
The Mental Model of a Great Business
31:31 • 6min
11
The Importance of Disconnecting the Intent of the Company
37:17 • 3min
12
The Importance of Barons
40:00 • 3min
13
The Importance of Investing
43:00 • 5min
14
Anha Is a Bush
48:05 • 3min
15
How to Differentiate a Good Management Team From a Bad Management Team
50:54 • 4min
16
How to Valuation a Great Business
54:52 • 4min
17
How to Invest in Things That Make No Sinn
58:49 • 2min
18
The Importance of Circular Competence
01:01:09 • 5min
19
The Gestures Between Egregiously Overvalued and Being Green
01:06:31 • 4min
20
How to Invest in China
01:10:22 • 3min