Chai with Pabrai cover image

Chai with Pabrai

Mohnish Pabrai’s Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020

Jan 30, 2023
01:40:20

Professor Jiang Guohua’s Students “Compounding with the Spawners”

(00:00:00) - Introduction

(00:04:41) - Choices for an investor

(00:09:58) - The Path to Multi-Baggers

(00:13:35) - Spawners

(00:30:40) - The $50 Billion Rule

(00:33:57) - Pabrai Spawning rules

(00:36:46) - Set it and forget it

(00:42:58) - Conglomerates vs. Spawners in Emerging Markets

(00:43:52) - Fake Spawners

(01:06:27) - Core traits of Spawners

(01:19:12) - CMGI

(01:22:54) - When wealth is lost

(01:25:24) - Costco; Seritage

(01:29:18) - Entrepreneur’s Advantage

(01:33:07) - Leverage and Debt

 

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode