Chai with Pabrai

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

Mar 2, 2023

56:29

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Highlights

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Episode notes

What Are Your Thoughts on Competitive Advantage in Businesses?

02:21

Charlie Munger's Money Manager - Money to Manage

01:51

Is There Anything You Can Do to Make a Leper?

04:06

Introduction

2min

The RIFUN Fund

2min

How Does Your Model of Investing Change With the Pandemic?

5min

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

3min

Past Investments - Losers or Winners?

2min

What Are Your Thoughts on Competitive Advantage in Businesses?

2min

The Duxianna Foundation

2min

Recycle Back to Your Gene Pool

2min

What's Your Speciality? Value Investing?

3min

10.

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

3min

11.

Charlie Munger's Money Manager - Money to Manage

2min

12.

Is There Anything You Can Do to Make a Leper?

4min

13.

Pabrai Funds - The McDonald's Rule

2min

14.

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

2min

15.

Investing in Publicly Traded Securities

2min

16.

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

2min

17.

The Stock Market Is Like a Theater

3min

18.

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

5min

19.

How Much Information Do You Need to Know Before Investing?

2min

20.

What Are the Key Suggestions You Will Give to Investors?

2min

21.

Is There a Direct Correlation Between Disclosure and Understanding?

3min

22.

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

2min

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

(00:00:00) - Introduction

(00:01:38) - Starting of Pabrai Funds

(00:06:16) - Long term compounders

(00:07:17) - International Investment

(00:11:48) - Biggest reason Investments don’t work is debt

(00:14:27) - DELTA Financial: Avoid Leveraged Businesses

(00:15:52) - Competitive Advantages

(00:17:32) - Dakshana Foundation

(00:20:51) - Value investing

(00:25:18) - Money manager

(00:30:32) - Rules for investors in Pabrai Funds

(00:37:09) - Stock picking

(00:40:27) - Seritage stock

(00:44:49) - Quality of a business

(00:48:24) - Ideal number of stocks

(00:49:21) - Understanding a business

(00:53:50) - Market trends

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