Chai with Pabrai

Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023

Apr 28, 2023

01:37:43

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Episode notes

Introduction

3min

The Importance of Leverage in Business

2min

The Importance of Specialization in the Human Brain

3min

The Importance of a Good Education

3min

The Importance of Investing in the Early Years

2min

The Importance of a Good Degree

2min

The Importance of Calling Peter

2min

The Roller Coaster Ride

3min

Buffett's Frameworks for Investing

2min

10.

How to Launch a Fund in 99

2min

11.

The NASDAQ Peaked on March 9th, 2020

3min

12.

Warren Buffett's Cyclical Business

2min

13.

How to Buy a Berkshire Hathaway Fund

3min

14.

The Evolution of Growth Investing

3min

15.

The Big Short: A Guide to CD Assets

2min

16.

The Importance of Understanding COVID

3min

17.

The COVID Trade

3min

18.

The Importance of Cash in the Balance

3min

19.

The History of Satyam Computers

4min

20.

The Importance of Paying Attention

2min

21.

The Importance of Investing in India

2min

22.

Graham's Approach to Investing in Stocks

2min

23.

The Importance of Normally-Based Investing

4min

24.

The Importance of Never Selling Your Company

3min

25.

How to Buy and Sell a Stock

3min

26.

How to Sell a Company

3min

27.

How to Invest Beyond Stocks

4min

28.

How to Invest in a High Valuation Company

2min

29.

How to Start a PeopleSoft Practice Leader

3min

30.

How to Teach Your Kids About Money

3min

31.

The Importance of Inheritance

2min

32.

The Importance of Reading and Multi Discipline Reading

3min

33.

The Importance of Reading

2min

34.

Dakshina: A Brief Biography

3min

35.

Daxxana: A Model for Giving Back to Society

2min

36.

The Importance of Harnessing the Brains

3min

37.

The Magic of Compounding

3min

Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023 |

(00:00:00) - Introduction (00:01:00) - My childhood (00:12:52) - My journey towards investing (00:24:03) - Starting Pabrai Funds during the dot-com bubble (00:26:56) - IPSCO (00:30:33) - 2009 financial crisis (00:32:46) - The Fiat Chrysler Investment in 2012 (00:35:07) - Meeting Michael Burry in 2008 (00:38:47) - COVID-19 pandemic (00:44:32) - Satyam Computers & Blue Dart (00:53:08) - Rakesh Jhunjhunwala (00:54:34) - Anomaly-based investing (00:56:20) - Reysas (01:00:32) - Varun Beverages and Coca-Cola Icecek (01:05:08) - When to sell a stock? (01:08:35) - Equities vs other asset classes (01:13:21) - PeopleSoft (01:18:00) - Teaching kids about money (01:24:05) - Reading advice (01:28:32) - Dakshana Foundation (01:35:16) - Compounding is the 8th wonder of the world