Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt)

1

Introduction

00:00 • 2min

2

Compounding Is the Eight Wonder of the World

02:05 • 3min

3

Investing in the Indian Stock Market

04:37 • 2min

4

I Don't Believe Exchange Controls

07:00 • 2min

5

I'm Ready to Sell the 15,000 of the Indian Stocks

09:19 • 3min

6

What Happened to the FedEx of India?

12:23 • 4min

7

Invest in Businesses That an Idiot Can Run

16:36 • 2min

8

Why Don't You Sell That Crystal?

19:03 • 2min

9

The Third Kind of Business You Want to Keep in Your Portfolio

21:25 • 2min

10

The Steel Business Can Go Up and Down

23:52 • 2min

11

Ibskop

26:04 • 3min

12

Oil Refining Is Not a Commodity Business

28:47 • 2min

13

Is This a Good Investment or a Bad Investment?

30:45 • 3min

14

Shipping Business - The Ultimate High Uncertainty Business

33:39 • 5min

15

Sam Zell and the Pritzkers - The Grave Dancer

38:42 • 3min

16

Then I Found a Waste to Energy Recycler

41:23 • 5min

17

How to Play the Bubble

46:28 • 3min

18

The Number One Skill Set an Investor Needs to Have Is Extreme Patience

49:28 • 5min

19

The Munger Approach to Investing in a Business

54:39 • 3min

20

The Shipping Man by John Fetrickson

57:12 • 2min

21

The Lazy Investor

58:54 • 5min

22

Why Buffet and Monger Don't Have Analysts

01:04:13 • 4min

23

Warren Buffett's "It Is Not a Good Idea to Get Married for Money"

01:08:38 • 5min

24

Are You a Better Investor Because You Understand the Movie Business in China?

01:13:43 • 5min

Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016