Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University

1

Introduction

00:00 • 2min

2

The RIFUN Fund

01:47 • 2min

3

How Does Your Model of Investing Change With the Pandemic?

03:33 • 5min

4

Is There Anything That Changes When You're Evaluating Equity Investments?

08:14 • 3min

5

Past Investments - Losers or Winners?

11:37 • 2min

6

What Are Your Thoughts on Competitive Advantage in Businesses?

14:04 • 2min

7

The Duxianna Foundation

16:26 • 2min

8

Recycle Back to Your Gene Pool

18:20 • 2min

9

What's Your Speciality? Value Investing?

20:12 • 3min

10

Is There a Need for a 0, 625 Structure Fee?

23:39 • 3min

11

Charlie Munger's Money Manager - Money to Manage

26:22 • 2min

12

Is There Anything You Can Do to Make a Leper?

28:13 • 4min

13

Pabrai Funds - The McDonald's Rule

32:20 • 2min

14

Investors in New Zealand, I'm Not a Fraud.

34:49 • 2min

15

Investing in Publicly Traded Securities

36:24 • 2min

16

How Do You Decide if It's Worth Pulling the Trigger?

38:30 • 2min

17

The Stock Market Is Like a Theater

40:11 • 3min

18

How to Pair Back a Trade and Take Profits in the Portfolio?

43:16 • 5min

19

How Much Information Do You Need to Know Before Investing?

47:52 • 2min

20

What Are the Key Suggestions You Will Give to Investors?

50:05 • 2min

21

Is There a Direct Correlation Between Disclosure and Understanding?

52:10 • 3min

22

Thetas on Fire - It's Not Just One Thing on Fire.

54:48 • 2min

Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University – March 4, 2021