Chai with Pabrai

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

Apr 11, 2023

01:13:46

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Episode notes

Introduction

3min

How Warren Buffett and Monish Bid for Lunch

5min

Buffett's Letter to the Dondo Investor

6min

How to Manage Your Fund While You're a Student

2min

The Circle the Wagons Approach to Investing

5min

The Power of Buffett's Investments

2min

The Importance of Circulating Your Wagons

3min

How to Invest in a Great Business

3min

The Single Biggest Flaw a Lot of Humans Have

3min

10.

The Mental Model of a Great Business

6min

11.

The Importance of Disconnecting the Intent of the Company

3min

12.

The Importance of Barons

3min

13.

The Importance of Investing

5min

14.

Anha Is a Bush

3min

15.

How to Differentiate a Good Management Team From a Bad Management Team

4min

16.

How to Valuation a Great Business

4min

17.

How to Invest in Things That Make No Sinn

2min

18.

The Importance of Circular Competence

5min

19.

The Gestures Between Egregiously Overvalued and Being Green

4min

20.

How to Invest in China

3min

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

(00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett’s 2022 Shareholder Letter (00:17:02) - “Circle the Wagons” approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to “Circle the Wagons” (00:31:05) - Finding a great business (00:33:17) - IBM (00:38:54) - Li Lu (00:47:04) - Moutai (00:50:44) - Evaluating management (00:53:33) - Coca-Cola (00:56:02) - Reysas (01:01:50) - Circle of competence (01:03:41) - John Arrillaga (01:06:30) - Satyam Computers (01:10:27) - Investing in China

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