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Chai with Pabrai

Latest episodes

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Mar 2, 2023 • 56min

Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University – March 4, 2021

Mohnish Pabrai’s Q&A Session with MBA Students at Georgetown University. (00:00:00) - Introduction (00:01:38) - Starting of Pabrai Funds (00:06:16) - Long term compounders (00:07:17) - International Investment (00:11:48) - Biggest reason Investments don’t work is debt (00:14:27) - DELTA Financial: Avoid Leveraged Businesses (00:15:52) - Competitive Advantages (00:17:32) - Dakshana Foundation (00:20:51) - Value investing (00:25:18) - Money manager (00:30:32) - Rules for investors in Pabrai Funds (00:37:09) - Stock picking (00:40:27) - Seritage stock (00:44:49) - Quality of a business (00:48:24) - Ideal number of stocks (00:49:21) - Understanding a business (00:53:50) - Market trends  
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Mar 2, 2023 • 47min

Raamdeo Agrawal & Mohnish Pabrai; Q&A session with Dakshana Scholars, Oct. 26, 2017

At JNV Bengaluru Urban. Compounding is the 8th Wonder of the World!
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Mar 2, 2023 • 1h 13min

Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022

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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Mar 1, 2023 • 56min

Fireside Chat with Jeff Pintar on Mohnish Pabrai's lifetime Blackjack ban at a Vegas Casino on May 21, 2020

Jeff Pintar, CEO of Pintar Investment Company, and Mohnish Pabrai discuss what the world may look like post-Covid 19 and the current investment landscape. Jeff and Mohnish also have some banter about the lifetime ban Mohnish received in 2019 from playing Blackjack at a Las Vegas Casino due his winning system. (00:00:00) - Introduction (00:01:53) - Life after COVID (00:03:24) - Policy decisions during the pandemic (00:06:20) - Capitalism and businesses are fragile (00:10:19) - My Investing Journey (00:12:51) - Lifetime Blackjack Ban (00:19:55) - Las Vegas (00:22:56) - Value investing during the pandemic (00:27:47) - Microsoft (00:30:27) - Long term interest rates vs valuations (00:32:06) - Buffett and Munger during the pandemic (00:35:34) - Forget the macro, Focus on micro (00:38:31) - Live Nation (00:39:47) - Funeral services are great businesses (00:43:12) - Zero Fee Structure (00:47:41) - Investing is a solitary activity (00:49:25) - The Dakshana story
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Feb 28, 2023 • 1h 19min

Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

Prof. Jiang Guohua's Value Investing Course "The Quest for 10-100 Baggers"
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Feb 28, 2023 • 44min

Mohnish Pabrai’s Q&A Session with students at William & Mary College on November 8, 2022

Mohnish Pabrai's Q&A Session with students at the William & Mary College on November 8, 2022 (00:00:00) - Introduction (00:01:39) - The Micron Technologies oligopoly (00:10:46) - Entrepreneurs aren’t risk takers (00:15:48) - Model for running a non-profit/charity (00:20:22) - Adversity is a blessing (00:23:31) - Thou shalt not use Excel  (00:30:21) - Micron Technologies: Destination analysis (00:36:42) - Micro Trumps Macro: Ignore macro (00:38:15) - Buffett: The Learning Machine
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Feb 28, 2023 • 52min

Mohnish Pabrai’s Q&A Session with Mis Propias Finanzas on September 20, 2022

Mohnish Pabrai’s Q&A Session with Juan Pablo and Alejandro Salcedo at Mis Propias Finanzas on September 20, 2022 (00:00:00) - Introduction (00:01:36) - Lunch with Buffett (00:13:17) - Analyzing an Investment (00:21:03) - On Inheritance (00:25:51) - The Dakshana Story (00:30:34) - Book Recommendation (00:38:35) - My Retirement Plan (00:43:45) - Investing as a Career (00:44:57) - Global Investment Opportunities (00:49:07) - Cryptocurrencies  
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Feb 28, 2023 • 32min

Mohnish Pabrai Lecture to Univ. of Puerto Rico MBA Class – Sept. 26, 2016

Mohnish Pabrai discusses three mental models in the spirit of Charlie Munger’s latticework of mental models in a lecture to the University of Puerto Rico MBA students in San Juan, Puerto Rico.
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Feb 28, 2023 • 1h 4min

Mohnish Pabrai and Kamal Khetan's Lecture and Q&A at Dakshana Valley (Pune District) - Oct. 21, 2018

Mohnish Pabrai and Kamal Khetan, Chairman and Managing Director of Sunteck Realty Ltd., talk with class of 2019 Dakshana Scholars at Dakshana Valley, Kadus Village, Pune, Maharashtra, India.
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Feb 28, 2023 • 46min

Mohnish Pabrai's Q&A Session with Ironhold Capital on September 16, 2022

Mohnish Pabrai’s Q&A Session with Ironhold Capital on September 16, 2022 (00:00:00) - Introduction (00:01:08) - Intrinsic Value (00:13:18) - Screening for Investment Ideas (00:22:47) - Identifying Moats (00:27:09) - Phil Fisher’s Scuttlebutt method (00:31:54) - Lunch with Buffett (00:36:06) - Book Recommendation (00:37:44) - The Dakshana Story  

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