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Chai with Pabrai
Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022
Mar 2, 2023
01:12:31
Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022
(00:00:00) - Introduction (00:03:15) - Buying Manhattan from the Native American Indians in 1626 (00:10:05) - My daughter's investment journey with compounding (00:12:51) - Active vs. Passive Investing (00:19:51) - Error rate in investing (00:26:12) - Reysas (00:29:41) - TAV Airports (00:31:43) - Circle of competence (00:35:45) - Macroeconomic factors (00:39:51) - When to sell a stock (00:44:11) - Intrinsic Value (00:46:25) - Global investment opportunities (00:54:06) - Too hard pile (00:58:24) - TAV business model (01:02:31) - Learning from mistakes (01:07:20) - The Dakshana story
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode