Chai with Pabrai Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022
6 snips
Jan 3, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 5min
The Best Way to Find a Good Investment Manager
04:37 • 4min
How Do You Define ESG?
08:39 • 2min
Is the ESG in the Investment Business a Good Thing?
11:02 • 2min
Is the Stock Market a Mechanism to Transfer Wealth in Turkey?
13:27 • 5min
Is the Market Moving Towards Passive?
18:33 • 2min
Is the Market Blindsided by the Fed Announcement?
20:56 • 6min
How Do You Look at Your P&L?
26:48 • 3min
What Is the Secret Sauce to Your Checklist?
29:49 • 4min
How to Evaluate the Durability of a Mode
33:57 • 2min
Retail Investors - Is That a Good Investment?
36:10 • 3min
Is There a Specific Strategy to Find Hidden Gems in Emerging Markets?
39:05 • 3min
Giving Money Away Is More Difficult Than Making It
41:44 • 4min
Value Versus Growth?
45:52 • 5min
The Feynman Method Podcast - Thank You, Manish!
50:31 • 2min