

Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023
Apr 28, 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 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
Introduction
00:00 • 3min
The Importance of Leverage in Business
03:17 • 2min
The Importance of Specialization in the Human Brain
05:18 • 3min
The Importance of a Good Education
07:49 • 3min
The Importance of Investing in the Early Years
10:30 • 2min
The Importance of a Good Degree
12:47 • 2min
The Importance of Calling Peter
15:15 • 2min
The Roller Coaster Ride
17:17 • 3min
Buffett's Frameworks for Investing
20:28 • 2min
How to Launch a Fund in 99
22:17 • 2min
The NASDAQ Peaked on March 9th, 2020
24:26 • 3min
Warren Buffett's Cyclical Business
27:28 • 2min
How to Buy a Berkshire Hathaway Fund
29:45 • 3min
The Evolution of Growth Investing
32:22 • 3min
The Big Short: A Guide to CD Assets
34:53 • 2min
The Importance of Understanding COVID
36:46 • 3min
The COVID Trade
40:11 • 3min
The Importance of Cash in the Balance
43:01 • 3min
The History of Satyam Computers
45:43 • 4min
The Importance of Paying Attention
49:41 • 2min
The Importance of Investing in India
51:25 • 2min
Graham's Approach to Investing in Stocks
53:08 • 2min
The Importance of Normally-Based Investing
55:18 • 4min
The Importance of Never Selling Your Company
59:23 • 3min
How to Buy and Sell a Stock
01:02:48 • 3min
How to Sell a Company
01:05:28 • 3min
How to Invest Beyond Stocks
01:08:01 • 4min
How to Invest in a High Valuation Company
01:11:50 • 2min
How to Start a PeopleSoft Practice Leader
01:13:51 • 3min
How to Teach Your Kids About Money
01:17:01 • 3min
The Importance of Inheritance
01:19:49 • 2min
The Importance of Reading and Multi Discipline Reading
01:22:01 • 3min
The Importance of Reading
01:24:43 • 2min
Dakshina: A Brief Biography
01:26:52 • 3min
Daxxana: A Model for Giving Back to Society
01:30:16 • 2min
The Importance of Harnessing the Brains
01:32:09 • 3min
The Magic of Compounding
01:35:04 • 3min