Chai with Pabrai

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

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

Mohnish Pabrai's Q&A session with students at the JNV Pune on December 25, 2022.  (00:00:00) - Introduction (00:01:51) - Be a continuous learning machine (00:04:09) - Entrepreneurs do not take risk (00:14:12) - MLK: I have a dream (00:17:59) - What happens if I lose all my money today? (00:28:48) - Inspiration for Dakshana (00:34:36) - Super 30: Anand Kumar (00:39:48) - Toastmasters (00:44:56) - Giving back to society (00:49:15) - Buddha: The key to happiness is elimination of desire (00:54:38) - You are who your friends are

Mohnish Pabrai's Q&A session with students at the Dakshana Valley, Pune on December 26, 2022.   (00:00:00) - Introduction (00:00:54) - Finding your calling in life (00:15:31) - Toastmasters (00:19:43) - Dakshana Scholar Satpal Singh (00:21:23) - Inspiration for starting Dakshana (00:28:22) - Anand Kumar: Super 30 (00:29:43) - The Dakshana journey (00:37:00) - The essence of life (00:45:53) - Nelson Mandela (00:50:56) - Marcus Aurelius: Stoicism (00:56:48) - Why did I choose India for Dakshana (01:10:51) - My journey – from a below average to topper student (01:19:36) - Handling adversities (01:24:33) - Dakshana Scholars T Ashok Kumar & Rajeev (01:34:46) - How to win friends and influence people – Dale Carnegie (01:37:48) - Charlie Munger's human reciprocation mental model (01:49:34) - Ben Franklin (01:53:43) - Cloning as a mental model

Mohnish Pabrai's Interview at the mint-Equitymaster Investor Hour on April 11, 2023 |  (00:00:00) - Introduction (00:01:00) - My childhood (00:12:52) - My journey towards investing (00:24:03) - Starting Pabrai Funds during the dot-com bubble (00:26:56) - IPSCO (00:30:33) - 2009 financial crisis (00:32:46) - The Fiat Chrysler Investment in 2012 (00:35:07) - Meeting Michael Burry in 2008 (00:38:47) - COVID-19 pandemic (00:44:32) - Satyam Computers & Blue Dart (00:53:08) - Rakesh Jhunjhunwala (00:54:34) - Anomaly-based investing (00:56:20) - Reysas (01:00:32) - Varun Beverages and Coca-Cola Icecek (01:05:08) - When to sell a stock? (01:08:35) - Equities vs other asset classes (01:13:21) - PeopleSoft (01:18:00) - Teaching kids about money (01:24:05) - Reading advice (01:28:32) - Dakshana Foundation (01:35:16) - Compounding is the 8th wonder of the world 

Mohnish Pabrai's Q&A session with students at JNV Bundi on December 24, 2022 (00:00:00) - Introduction (00:01:09) - Enterprise Rent-A-Car only hires GPA below 2.5!  (00:11:38) - Toppers do not do the best in life (00:14:32) - My journey - from a below average to a topper (00:18:40) - Dakshana: Of the Alums, By the Alums, For the Alums (00:23:19) - Be a continuous learner (00:28:33) - The Dakshana model and objectives (00:39:13) - Gandhi: Be the change you wish to see (00:40:38) - A man, a Plan, a Canal, Panama (00:49:26) - TransTech (00:54:13) - Ben Franklin (00:59:18) - Giving back to society (01:02:09) - Government Reservation System

A captivating Q&A session dives into themes of empowerment and personal growth. The discussion highlights the Dakshina Foundation's philanthropy and the pivotal role of alumni in creating positive change. Insights on embracing failure as a teacher resonate as past experiences shape future success. Philosophical musings on wealth reveal the importance of responsibility and honesty in family dynamics. The idea that our deepest desires shape our destinies encourages self-discovery and a deeper commitment to social reinvestment.

Mohnish Pabrai's Q&A session with students at JNV Bengaluru (Urban) on December 23, 2022   (00:00:00) – Introduction (00:00:34) - Charles T. Munger Hall (00:05:32) - Ben Franklin (00:07:51) - Charlie's mental models (00:11:45) - The Cloned Dakshana Model (00:20:07) - Dakshana Scholar T. Ashok Kumar (00:23:55) - Judith Harris: No Two Alike (00:26:18) - Buddha: The key to happiness is elimination of desire (00:28:19) - My journey – from a below average to topper student (00:31:47) - Seabiscuit (00:35:10) - The Dakshana model and objectives (00:52:01) - Giving back to society (00:56:58) - Learnings from Buffett The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Mohnish Pabrai, a successful value investor and author, shares his wealth of knowledge at the University of Texas. He discusses lessons from notable investors like Warren Buffett, emphasizing capital allocation and the implications of significant investment decisions. Pabrai delves into unique market opportunities in Turkey and reflects on his own investment journey, including notable successes and regrets, particularly related to Fiat Chrysler and Ferrari. He also highlights the importance of early specialization in education and shares insights from his entrepreneurial upbringing.

Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023   (00:00:00) - Introduction (00:03:53) - Lunch with Warren (00:08:49) - Buffett’s 2022 Shareholder Letter (00:17:02) - “Circle the Wagons” approach to investing (00:19:28) - The Nifty Fifty in 1970s (00:22:08) - Rakesh Jhunjhunwala (00:24:55) - How to “Circle the Wagons” (00:31:05) - Finding a great business (00:33:17) - IBM (00:38:54) - Li Lu (00:47:04) - Moutai (00:50:44) - Evaluating management (00:53:33) - Coca-Cola (00:56:02) - Reysas (01:01:50) - Circle of competence (01:03:41) - John Arrillaga (01:06:30) - Satyam Computers (01:10:27) - Investing in China