

Value School (Madrid, Spain); Q&A with Mohnish Pabrai on July 9, 2021
4 snips Jun 16, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Importance of Understanding the Messiness of Business
02:11 • 3min
The Power of Stick a Shock
05:22 • 2min
The Importance of Understanding China
07:13 • 3min
The Evolution of Deep Value Investing
10:01 • 3min
The Roller Coaster Ride of Investing in Microsoft
12:43 • 2min
How to Overdose on Munger and Graham
15:04 • 3min
How to Invest in the Universe of Color
18:06 • 2min
The Importance of Capital Allocators
20:27 • 3min
The Importance of Current Valuation
23:04 • 3min
How to Invest in a Bubble
25:57 • 3min
How Warren Buffett Made a Million Dollars a Year
28:50 • 3min
The Anjali Family Holding Company XOR Has a Long Runway
31:39 • 3min
How to Avoid Suffering in a Downturn Market
34:30 • 3min
The Benefits of Holding Company Discounts in the Equity Markets
37:23 • 3min
How to Balance Your Life as an Investor
40:08 • 2min
Warren Buffett's Relationship With Susie
42:35 • 3min
The Daxxana Foundation and Development Plans
46:02 • 2min
Daxxana: A Combination of Heart and Head
48:05 • 2min
The Importance of Investment Advice
50:29 • 2min