Chai with Pabrai

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015

Jul 12, 2023

01:41:08

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Episode notes

Introduction

3min

The Importance of Value-Reshing in Academics

3min

The History of the Electronics Industry

3min

The Dot Compound Bubble: A Game Changer

2min

The Backfire of Art

3min

The Water Bottle and the Dot Com Bubble

3min

The History of the Nifty 50

2min

The Future of the Stock Market

3min

The Future of Netflix

4min

10.

The Markets Are Out of Pops

3min

11.

Shrinni's Perspective on the Bubble

2min

12.

The Importance of Branding

3min

13.

The Bubbles That Cause Poverty

2min

14.

The History of the Federal Reserve

4min

15.

The Power of Inequality

1min

16.

The Effects of Federalism on Institutions

4min

17.

The Disparate Between the Pretty Market and the Real Market

3min

18.

How to Buy Assets at 50 Cents

3min

19.

The Dark in Amazon

3min

20.

The Importance of Asset Value

2min

21.

How to Be a Successful Dutschener

3min

22.

The Importance of Scaling High-Acute Grains

3min

23.

The Importance of Working Hard

2min

24.

The Importance of Giving Back

2min

25.

The Importance of Predicting When a Bond Is Going to Burst

2min

26.

The Importance of Knowing the Balance

2min

27.

The Magic of a Power

3min

28.

How to Double Your Money

2min

29.

The Importance of Focusing on the Long Term

3min

30.

The Importance of Inactivity in Economics

2min

31.

The Advantages and Disadvantages of Small Investors

2min

32.

How to Survive a Micro Cap

3min

33.

The Importance of Macro in the US

3min

34.

The Importance of Understanding Business Patterns

2min

35.

The Importance of Being in the Right Place

3min

36.

How to Invest in Europe

3min

37.

The Cost of Losing Capital

4min

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015.

(00:00:00) - Introduction (00:04:43) - The Motors bubble - 1921 (00:06:56) - The Tronics bubble - 1959-62 (00:08:23) - The Dot com bubble - 1997-2000 (00:16:10) - The 1973-74 Nifty-Fifty crash (00:19:00) - Tesla vs. GM (00:21:07) - Netflix vs. Micron (00:26:11) - Go Pro (00:33:04) - Creation of stock market bubbles (00:55:01) - Super 30: Anand Kumar (01:00:34) - The Dakshana Foundation (01:05:39) - Warren's Too Hard Pile (01:07:52) - John Arrillaga's small circle of competence (01:09:15) - My daughter's introduction to compounding (01:16:22) - Tom Gayner (01:19:56) - Microcap vs. Large cap (01:25:06) - Focus on micro than macro (01:35:04) - Portfolio concentration