

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
Jul 12, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
Introduction
00:00 • 3min
The Importance of Value-Reshing in Academics
02:48 • 3min
The History of the Electronics Industry
05:43 • 3min
The Dot Compound Bubble: A Game Changer
08:20 • 2min
The Backfire of Art
10:35 • 3min
The Water Bottle and the Dot Com Bubble
13:08 • 3min
The History of the Nifty 50
15:47 • 2min
The Future of the Stock Market
18:10 • 3min
The Future of Netflix
21:13 • 4min
The Markets Are Out of Pops
25:39 • 3min
Shrinni's Perspective on the Bubble
28:18 • 2min
The Importance of Branding
30:39 • 3min
The Bubbles That Cause Poverty
33:35 • 2min
The History of the Federal Reserve
35:44 • 4min
The Power of Inequality
39:27 • 1min
The Effects of Federalism on Institutions
40:36 • 4min
The Disparate Between the Pretty Market and the Real Market
44:06 • 3min
How to Buy Assets at 50 Cents
46:43 • 3min
The Dark in Amazon
49:37 • 3min
The Importance of Asset Value
52:20 • 2min
How to Be a Successful Dutschener
54:49 • 3min
The Importance of Scaling High-Acute Grains
58:01 • 3min
The Importance of Working Hard
01:01:03 • 2min
The Importance of Giving Back
01:02:48 • 2min
The Importance of Predicting When a Bond Is Going to Burst
01:05:10 • 2min
The Importance of Knowing the Balance
01:07:33 • 2min
The Magic of a Power
01:10:00 • 3min
How to Double Your Money
01:12:33 • 2min
The Importance of Focusing on the Long Term
01:14:51 • 3min
The Importance of Inactivity in Economics
01:17:48 • 2min
The Advantages and Disadvantages of Small Investors
01:20:06 • 2min
How to Survive a Micro Cap
01:22:30 • 3min
The Importance of Macro in the US
01:25:37 • 3min
The Importance of Understanding Business Patterns
01:28:56 • 2min
The Importance of Being in the Right Place
01:31:18 • 3min
How to Invest in Europe
01:34:30 • 3min
The Cost of Losing Capital
01:37:16 • 4min