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Chai with Pabrai

Latest episodes

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Sep 14, 2023 • 1h 15min

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014

Mohnish Pabrai, investment fund manager and founder of Pabrai Investment Fund, discusses topics including his foundation, buying Iowa farm land, when to sell a stock, investing in India, and the impact of value investing on personal life.
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Aug 9, 2023 • 1h 26min

Mohnish Pabrai's Presentation and Q&A at Indian School of Business on July 13, 2013

Mohnish Pabrai, investor and founder of Pabrai Funds, discusses compounding, shameless cloning, General Motors, investing in Indian markets, and the power of micro over macro in an entertaining podcast at Indian School of Business.
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Jul 12, 2023 • 1h 41min

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

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
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Jul 4, 2023 • 57min

Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023

Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023.   (00:00:00) - Introduction (00:02:25) - Investing basics in school curriculums (00:05:58) - Investing in improving yourself (00:12:21) - Dhandho investing; Jugaad (00:15:30) - Employment opportunities in India vs the US (00:19:55) - Moving from passive investing to active management (00:23:33) - Handling investing mistakes (00:24:39) - Nvidia (00:26:30) - Microsoft (00:31:51) - Democratizing investing (00:33:56) - Better off focussing on the micro versus the macro (00:41:46) - Quality is more important than quantity (00:44:08) - ESG (00:47:28) - Venture Capital (00:52:27) - Bill Gates
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Jun 27, 2023 • 57min

Mohnish Pabrai’s Q&A with members of The Babson College Fund (Babson College Students)– Feb 9, 2021

Stephen D. Cutler Center for Investments and Finance, Babson College Managing Director: Patrick Gregory (00:00:00) - Introduction (00:02:03) - Value vs Growth Investing (00:05:45) - Microsoft (00:09:12) - Volatility in auction driven markets (00:14:36) - Portfolio management (00:18:32) - Change in Investment philosophy (00:22:45) - Walmart vs Nifty 50 (00:25:26) - Reysas (00:29:43) - Micro vs. Macro (00:32:05) - Investment in Turkey (00:35:19) - John Arrillaga’s Tiny Circle of Competence (00:41:49) - Structural changes due to pandemic (00:46:47) - Three variables that drive long-term wealth (00:47:39) - My daughter's introduction to investing  
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6 snips
Jun 21, 2023 • 1h 7min

Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023

Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 (00:00:00) - Introduction (00:02:28) - Value investing; Amazon (00:09:52) - Learnings from Charlie Munger; Doheny Ranch, California (00:18:23) - Be a harsh grader while choosing your friends (00:27:17) - Li Lu (00:33:15) - Investing in China (00:38:14) - Cryptocurrency & algorithmic trading (00:39:27) - Book recommendations (00:40:21) - Identifying multibaggers (00:42:13) - My investing journey (00:46:49) - Book recommendation: Poor Charlie's Almanack (00:48:28) - Adam Grant: Give and Take (00:54:22) - Identifying great businesses (01:02:31) - Lunch with Buffett
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4 snips
Jun 16, 2023 • 52min

Value School (Madrid, Spain); Q&A with Mohnish Pabrai on July 9, 2021

Summer Summit 2021 Moderated by Luis Alberto and Iglesias Gómez (00:00:00) - Introduction (00:00:39) - Entrepreneur’s advantage (00:03:36) - Finding order in chaos (00:07:09) - Investment in Turkiye (00:07:40) - Investment in China  (00:10:14) - Growth vs Value   (00:12:15) - Microsoft  (00:16:29) - Nick Sleep (00:18:21) - When two worlds collide  (00:19:41) - Reysas  (00:22:22) - Rain Industries (00:23:38) - Market trends (00:24:27) - Ron Insana: Trend Watching (00:27:37) - Your deepest desire is your destiny (00:32:47) - Holdings of Agnelli family (00:34:56) - Auction driven markets (00:37:52) - Discounts in equity market (00:41:05) - Balancing personal and professional life (00:45:38) - Friendship with Charlie Munger (00:47:32) - The Dakshana Foundation  
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Jun 5, 2023 • 51min

Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023

Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023 (00:00:00) - Introduction (00:00:54) - Poor Charlie's Almanack; handling biases (00:02:55) - Investing in Turkey (00:06:12) - Circle the wagons (00:08:54) - Nifty 50 in 1970's (00:11:51) - Rakesh Jhunjhunwala (00:13:57) - Naspers (00:19:09) - Shinoken; share buybacks (00:24:08) - How has my investing changed over the years (00:26:07) - Stock based compensation (00:29:17) - Constellation: Mark Leonard (00:36:43) - Handling investment mistakes (00:40:32) - The importance of truth (00:45:55) - Being open to discuss finances
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May 26, 2023 • 1h 15min

Mohnish Pabrai's Q&A session with students at the JNV Lucknow on December 27, 2022

Mohnish Pabrai's Q&A session with students at the JNV Lucknow on December 27, 2022   (00:00:00) - Introduction (00:00:51) - Usain Bolt; The Bolt Factory (00:11:09) - Khushwant Singh (00:14:59) - IIT vs. MIT (00:25:29) - Start specialising at the age of 11 (00:35:31) - Why is Brazil great at football? (00:43:31) - If I was the education minister in India (00:46:42) - Delhi school system (00:56:50) - Avoid looking back, focus on looking forward (01:01:35) - You are who your friends are (01:03:17) - Dakshana scholar: T. Ashok Kumar (01:07:16) - Handling family expectations
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May 25, 2023 • 59min

Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023

Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023 (00:00:00) - Introduction (00:02:22) - Buffett’s 2022 Shareholder Letter  (00:03:25) - Berkshire’s dozen truly great decisions  (00:07:16) - Naspers; Tencent  (00:12:14) - Rakesh Jhunjhunwala; Titan  (00:14:56) - Nick Sleep; Amazon  (00:18:39) - Ben Graham; Geico  (00:20:20) - Walmart vs. Nifty 50  (00:23:37) - Buffett's Coke investment  (00:26:35) - Chuck Akre's Three-legged stool  (00:29:51) - Compounding is the 8th wonder of the world  (00:33:47) - Silicon Valley Bank  (00:36:37) - Reysas  (00:38:38) - Identifying great businesses  (00:44:02) - Investing in Turkey  (00:47:06) - Seritage  (00:48:29) - Start specializing at the age of 11  (00:50:39) - Circle of competence  (00:52:37) - Ajit Jain  (00:57:18) - Index Investing

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