Chai with Pabrai

Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022

Jan 3, 2023

52:04

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Episode notes

Giving Money Away Is More Difficult Than Making It

04:08

How to Evaluate the Durability of a Mode

02:12

Is the Stock Market a Mechanism to Transfer Wealth in Turkey?

05:06

Introduction

5min

The Best Way to Find a Good Investment Manager

4min

How Do You Define ESG?

2min

Is the ESG in the Investment Business a Good Thing?

2min

Is the Stock Market a Mechanism to Transfer Wealth in Turkey?

5min

Is the Market Moving Towards Passive?

2min

Is the Market Blindsided by the Fed Announcement?

6min

How Do You Look at Your P&L?

3min

What Is the Secret Sauce to Your Checklist?

4min

10.

How to Evaluate the Durability of a Mode

2min

11.

Retail Investors - Is That a Good Investment?

3min

12.

Is There a Specific Strategy to Find Hidden Gems in Emerging Markets?

3min

13.

Giving Money Away Is More Difficult Than Making It

4min

14.

Value Versus Growth?

5min

15.

The Feynman Method Podcast - Thank You, Manish!

2min

Mohnish Pabrai's Talk with UNC Kenan-Flagler School's Investment Management Club on Dec 5, 2022 (00:00:00) - Introduction (00:05:47) - Selecting an investing manager (00:09:03) - Rain Industries (00:12:01) - You need a rope to get out of deep wells (00:14:33) - Investing in Türkiye (00:18:33) - Active vs passive investing (00:24:18) - Reysas (00:26:49) - Let fundamentals instruct us, not stock price (00:29:46) - Pre-Investment checklist (00:31:26) - IBM (00:36:12) - Alternative investments (00:39:06) - Due diligence in emerging markets (00:42:16) - Approach to philanthropy (00:46:31) - Value vs. Growth investing

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