Chai with Pabrai
Mohnish Pabrai's Q&A at Oxford University - Oxford Alpha Fund on November 21, 2023
Jan 23, 2024
Mohnish Pabrai, an investor and speaker, shares his journey in investing, the importance of evaluating management teams, and his experiences in philanthropy. He also gives advice to students and discusses the impact of his philanthropic investments.
54:28
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Quick takeaways
- Following value investing principles can outperform professional investors.
- Evaluation of management track record and business mode is crucial in investing.
Deep dives
Monish's Entry into Investing and Observations on Value Investing
Monish stumbled upon Warren Buffett's investing philosophy and observed the stark contrast between Buffett's approach and that of professional mutual fund investors. He decided to test Buffett's principles and started with a 10-stock portfolio, which grew from $1 million to over $13 million by early 2000. Monish realized that following value investing principles could outperform professional investors.
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