On March 20 2015 - Google was at $560, Now 8/11/2021 it is at $2753 at 4-5 bagger. Better hold your compounders. The fact that Pabrai may have not held up to now can be a testament to how difficult it is to hold the compounders.
While that’s good, Mohnish said he chucked money at it without much research which he has done with other companies like Rain industries. Is it luck? Is it throwing money at some ideas based on a gut and see what sticks? No disrespect to MP but that just seemed to be the case here
Utterly rivetting. I particularly love the part where Mohnish talks of putting into practise the commonality between investment and entrepreneurship. Also I'm noting with great interest (and a chuckle) some of the detracting comments below. If you're going to call these guys rubbish, please post links that support your credibility.
its around you, do a 360 degree, so you will come to know. Its good to learn from others, we all do and we will, but its disgusting, what he is trying to do ? getting trustship of warren? do you think if he quotes warren munger and bill will lead him to to their innercircle? doing charity in the sake of charity, playing bridge, omg he is studying for warren for a long time, did he ever mentioned he took a nap after noon? lol, warren do, actually monish really needs some psychiatric consultation, it would be mostly DPD (Dependent Personality Disorder) and person may not realizing that he is having some issues. if you know him please help him in getting treatment.
I love his investment academia, I just don't care for his investment picks. Even for a value orientates individual, they seem extremely risky to me. Horsehead for example. He did amazing with the company the first time and I understand re-investing in a business that you've previously done well in a second time. But, they look like they're going bankrupt this second time. His risk tolerance is higher than mine, for sure.
He's actually not an value investor, I'd call him a parrot or copycat. His only good investments have been to copy actual value investor's purchases (only he runs an extremely concentrated portfolio). Every single video you see of him he constantly uses the same exact Buffett quotes, and they're the same trusims he put in the book that were stolen from Buffett's annual letters. Every original investment he has come up with has been horrible, and has demonstrated a complete lack of investment acumen. His investment in ZINC showed he can't invest to save his life. He's a good self-promoter, that's all.
Leggo My Ego His book was wonderful. It's hard for me to say he's not a value investor when he expresses his thesis of value in his book so well. He's probably right for other people but for me, I measure risk a little differently. But, he seems to do well. You have to be true to yourself.
@@minecraftsaurus5765 You're equating it to the education of kids, when really he's cheating by copying off of the smart kids in class. That works for a little while till you get caught. Pabrai is terrible at evaluating companies on his own. He's the poster child for "fake it till you make it".
I am cloning mohnish , sumeet nagar since 18 months. Yet to make money yet. Yes, would have made if I had averaged buying at lower levels Or perhaps will make money after few years of holding on to them. Fingers crossed!! Hope it helps.
Himanshu gupta i am also cloning some of the great invester in india.. i bought rain industry from Mohnish when it was traded 80 just months ago... and some of other stocks are Dwarikesh sugar , mannapuram finance , navkar etc.
He's actually not a value investor, I'd call him a parrot or copycat. His only good investments have been to copy actual value investor's purchases (only he runs an extremely concentrated portfolio). Every single video you see of him he constantly uses the same exact Buffett quotes, and they're the same truisms he put in the book that were stolen from Buffett's annual letters. Every original investment he has come up with has been horrible, and has demonstrated a complete lack of investment acumen. His investment in ZINC showed he can't invest to save his life. He's a good self-promoter, that's all.
well, he want to work in berkshire and he is doing his best to get in there which apparently buffet rejected a long back, he bought a dinner seat with warren for 1m$ later, recently he starts to quotes bill gates too because buffet seems to be close with bill. whether he will be successful to getting in berkshire or not, he made some money with his fund, he is now running some charity to show he got great heart to win buffet ass. anyway his fund got some hit recently so that shows any dumb can talk but putting something on the table that really matters, at the end, he started playing bridge, seems to be a clowned buffet.
Really interesting. You got it spot on. Pabrai was behind making the claim for equity holders in the horsehead case. He was never interested in the outcome but rather dumped all his shares at a slightly higher price then he would otherwise have got. To me it looks like a way to manipulate the price. He knew the equity holders would receive nothing.
Mohnish Pabrai is what I like to call a "Next Level" individual.
Mohnish and Guy is like Warren & Charlie , i can see mohnish like charlie and Guy like Warren . One can see this in Annual Meeting in Omaha!
I hate the fact that the room is almost empty, I'd love to be there. Awesome video again google thank you
SHAMS Narokobi new too
ridiculous indeed. If they'd be speaking in my city I'd be there that's for sure
Proud to be a student of Dakshana 💓💓
Congrats
On March 20 2015 - Google was at $560, Now 8/11/2021 it is at $2753 at 4-5 bagger. Better hold your compounders. The fact that Pabrai may have not held up to now can be a testament to how difficult it is to hold the compounders.
This deserves sooo many more views! So much profoundly good stuff in this video. Thank you so much for sharing.
I'm 5 years later, but Mohnish and Guy are always great inspirations.
Great Talk guys, but can we please get content sharing in your presentations? Hard to follow when we cant see the slides. Thanks :)
Two great guys. 40 rupees to 7000 rupees in 5 yrs is incredible
lol
While that’s good, Mohnish said he chucked money at it without much research which he has done with other companies like Rain industries. Is it luck? Is it throwing money at some ideas based on a gut and see what sticks? No disrespect to MP but that just seemed to be the case here
Great talk, both super investors are such a humble person and so much to learn from them.
Mohnish prabhai and guy Spier wow one of the few people in the world i admired and respect a lot
Thanks for the video
21:27 *claps* this is called presence of mind
Satyam was the company responsible for the satyam scam.Good thing he got out at the right time!!
Great talk with two of the best investors of all time :)
Utterly rivetting. I particularly love the part where Mohnish talks of putting into practise the commonality between investment and entrepreneurship. Also I'm noting with great interest (and a chuckle) some of the detracting comments below. If you're going to call these guys rubbish, please post links that support your credibility.
its around you, do a 360 degree, so you will come to know.
Its good to learn from others, we all do and we will, but its disgusting, what he is trying to do ? getting trustship of warren? do you think if he quotes warren munger and bill will lead him to to their innercircle? doing charity in the sake of charity, playing bridge, omg he is studying for warren for a long time, did he ever mentioned he took a nap after noon? lol, warren do, actually monish really needs some psychiatric consultation, it would be mostly DPD (Dependent Personality Disorder) and person may not realizing that he is having some issues. if you know him please help him in getting treatment.
I am interested in why the comments are negative but the like to dislike ratio so high.
What does he mean when he says people soft practice?
Thanks Google.
I like these Google Talks more than Ted talks.. its much less scripted and more natural..
loved iy.
Joyanta Raksmith k
42:00 Google was close to $500 in 2015, now its $2500s. Not in bubble territoty now? Now Mohnish, what do you say
the mustache is ridiculous but the man is a genius
It's better now !
Did anybody catch the name of the book they all mentioned in the end of the talk on stock marker- something like Mary Meyer?
Maggie Maher. The book is called "Bull"
Here is the link for your reference : www.goodreads.com/book/show/20230115-bull?from_search=true
Mohnish with full pants this must be special 😊
I love his investment academia, I just don't care for his investment picks. Even for a value orientates individual, they seem extremely risky to me. Horsehead for example. He did amazing with the company the first time and I understand re-investing in a business that you've previously done well in a second time. But, they look like they're going bankrupt this second time. His risk tolerance is higher than mine, for sure.
He's actually not an value investor, I'd call him a parrot or copycat. His only good investments have been to copy actual value investor's purchases (only he runs an extremely concentrated portfolio). Every single video you see of him he constantly uses the same exact Buffett quotes, and they're the same trusims he put in the book that were stolen from Buffett's annual letters. Every original investment he has come up with has been horrible, and has demonstrated a complete lack of investment acumen. His investment in ZINC showed he can't invest to save his life. He's a good self-promoter, that's all.
Leggo My Ego His book was wonderful. It's hard for me to say he's not a value investor when he expresses his thesis of value in his book so well. He's probably right for other people but for me, I measure risk a little differently. But, he seems to do well. You have to be true to yourself.
@@minecraftsaurus5765 You're equating it to the education of kids, when really he's cheating by copying off of the smart kids in class. That works for a little while till you get caught. Pabrai is terrible at evaluating companies on his own. He's the poster child for "fake it till you make it".
The rest of us have to be ourselves and not play games :)
The comment on SVB aged like milk 😂
What do you see gbjnks movi g jn the next decade?
GS: I have No Clue....
Watching this in the middle of 2020 Crash...Nobody can predict anything..
The idea of *CLONING* ... sound *Good* Is it really.. worth as it seems to be ... What's ur views
plz *COMMENT* ...
I am cloning mohnish , sumeet nagar since 18 months.
Yet to make money yet.
Yes, would have made if I had averaged buying at lower levels
Or perhaps will make money after few years of holding on to them.
Fingers crossed!!
Hope it helps.
@Manuj Madan
Oberoi Realty (Mohnish pabrai) did well.
Sunteck (Mohnish pabrai) too spiked almost 40%
Himanshu gupta i am also cloning some of the great invester in india.. i bought rain industry from Mohnish when it was traded 80 just months ago... and some of other stocks are Dwarikesh sugar , mannapuram finance , navkar etc.
Anil Subedi how do you clone in India? Where do we find the stocks they buy/sell?
I copy good ideas all the time. Nothing wrong with it
His fund is not registered with the SEC could be a second Bernhard L. Madoff.
Every fund is registered with the SEC. Maybe your research capabilities are lacking.
Man dig more , Mohnish and guy are not great investors they are good human being too
What about the marijuana industry? Stock symbol ERBB. Second oldest MMJ publicly traded stock? The future is weed.
SVB lol
The rabid smash neurochemically wail because creature commonly increase between a determined rabbit. squealing, purring search
He's actually not a value investor, I'd call him a parrot or copycat. His only good investments have been to copy actual value investor's purchases (only he runs an extremely concentrated portfolio). Every single video you see of him he constantly uses the same exact Buffett quotes, and they're the same truisms he put in the book that were stolen from Buffett's annual letters. Every original investment he has come up with has been horrible, and has demonstrated a complete lack of investment acumen. His investment in ZINC showed he can't invest to save his life. He's a good self-promoter, that's all.
Agreed! He is pretty good at promoting himself!
yes i've started to doubt him too. lately he hasn't performed at all.
well, he want to work in berkshire and he is doing his best to get in there which apparently buffet rejected a long back, he bought a dinner seat with warren for 1m$ later, recently he starts to quotes bill gates too because buffet seems to be close with bill. whether he will be successful to getting in berkshire or not, he made some money with his fund, he is now running some charity to show he got great heart to win buffet ass. anyway his fund got some hit recently so that shows any dumb can talk but putting something on the table that really matters,
at the end, he started playing bridge, seems to be a clowned buffet.
Really interesting. You got it spot on. Pabrai was behind making the claim for equity holders in the horsehead case. He was never interested in the outcome but rather dumped all his shares at a slightly higher price then he would otherwise have got. To me it looks like a way to manipulate the price. He knew the equity holders would receive nothing.
being a copy cat is not easy in investment business. try it if you may
Mohnish wakes up late and takes so many naps not because he is wise but "fat and lazy".
TheMarketsLive 🙅🙅🙅😂😂😂
Wow hater.nice joke but it doesn't matter to mohnish he is already a successful investor
Yeah, so what have you done with your life lately, Oh' Great critic!!
He earned it, you poor idiot.
So does warren buffett hahahaha, jeez hater will be always hater