Chai with Pabrai cover image

Chai with Pabrai

Mohnish Pabrai’s Q&A session with students at the University of Georgia

Jan 23, 2023
01:03:12

University of Georgia

Host: Charlie Warren Oberman

November 18, 2021

(00:00:00) - Introduction

(00:02:06) - Buffett: when he has his first stock tip, call me collect

(00:03:47) - Relationship with Warren Buffett and Charlie Munger

(00:12:41) - Circle of competence

(00:15:16) - Sources for Investment Ideas

(00:17:08) - Handling Underperformance

(00:18:49) - Leverage in Businesses

(00:23:05) - Micro vs. Macro

(00:24:21) - Avoiding Confirmation Bias

(00:25:51) - Identifying Moats

(00:29:00) - Evaluating Management

(00:30:16) - Investing as a Profession

(00:32:15) - Entrepreneur’s Advantage

(00:33:49) - Zero Fee Structure

(00:35:42) - Pre-investment checklist

(00:39:12) - Lessons from Failures

(00:44:14) - Calculating Intrinsic Value

(00:48:03) - Shameless Cloning

(00:49:42) - Long-term compounders

 

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