Chai with Pabrai

Mohnish Pabrai’s Q&A with members of The Babson College Fund (Babson College Students)– Feb 9, 2021

Jun 27, 2023

57:18

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Episode notes

Introduction

2min

The Importance of Entrepreneurship in Business School

3min

The Future of Value Investing

2min

How to Maintain Conviction in Auction Driven Markets

3min

How to Avoid Volatility in Auction Driven Markets

2min

How to Structure Your Portfolio

2min

The Importance of Diversification in Investing

3min

The Center of Eye for Long-Term Compounders

4min

The Importance of Walmart in the Nifty 50

2min

10.

How to Predict the Future of Businesses

3min

11.

How to Build a Half Market Cap

2min

12.

The Current Macro State of the Global Economy

3min

13.

The Importance of Conviction in the Macro Scene

2min

14.

How to Narrow Down Your Investment Options

3min

15.

The Importance of Staying Within the Circle of Competence

3min

16.

The Importance of Understanding the Markets

2min

17.

How to Find Investments in the Coronavirus Market

2min

18.

How to Get More Eggs Out of Your Netflix

2min

19.

The Importance of Long Term Creation of Value

3min

20.

How to Double Your Money Every Five Years

3min

21.

The Importance of Stock Picks

4min

22.

The Importance of Saving for Retirement

2min

Stephen D. Cutler Center for Investments and Finance, Babson College Managing Director: Patrick Gregory

(00:00:00) - Introduction (00:02:03) - Value vs Growth Investing (00:05:45) - Microsoft (00:09:12) - Volatility in auction driven markets (00:14:36) - Portfolio management (00:18:32) - Change in Investment philosophy (00:22:45) - Walmart vs Nifty 50 (00:25:26) - Reysas (00:29:43) - Micro vs. Macro (00:32:05) - Investment in Turkey (00:35:19) - John Arrillaga’s Tiny Circle of Competence (00:41:49) - Structural changes due to pandemic (00:46:47) - Three variables that drive long-term wealth (00:47:39) - My daughter's introduction to investing