Chai with Pabrai

Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023

Dec 18, 2023

Mohnish Pabrai, investor and author of 'The Dhandho Investor,' shares insights on investing anomalies and his experience with companies like Fiat Chrysler and Rain Industries. He discusses the importance of identifying anomalies and avoiding Excel in financial calculations. Pabrai also touches on investing in distressed industries and highlights his success in finding mispricing opportunities in Turkey. The podcast explores Warren Buffett's strategy, including his interest in Japanese trading companies, and emphasizes the significance of holding onto great businesses.

Ask episode

Chapters

Transcript

Episode notes

Warren's Strategy with Discarded Race Tickets

Exploring the Moody's Manual and Its Significance for Warren Buffett

Meeting Warren Buffett and Anomalies in Investing

04:28 • 12min

The Significance of Identifying Investment Anomalies

Investing in Level Three Bonds

Comparing Exxon and ADP, Uncertainty in the Oil Business

Floor Valuation and Investing in Japanese Trading Companies

23:40 • 11min

Investing in Turkey: Finding Anomalies and Mispricing Opportunities

Investing in Ferrari and the Importance of Holding Great Businesses

41:37 • 12min

The Frustration with Excel

53:38 • 13min

The Importance of Patience and Identifying Distressed Industries

01:06:42 • 8min

Creative Strategy for Reaching Out to CIOs

01:14:37 • 8min

Embracing Remote Work for Increased Productivity

01:22:26 • 1min

Investing in High-Quality Businesses in Emerging Markets

01:23:53 • 10min

Investing in Emerging Markets: Finding Anomalies in the Turkish Market

01:33:39 • 5min

Observations on Oligopolies and Pricing in the Bottling Industry

01:38:47 • 7min