Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016
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- Опубликовано: 25 июл 2024
- Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam
00:00:00 Introduction
00:00:50 The Quest for 10 to 100 Baggars
00:08:00 Investment in Satyam Computers
00:15:37 Blue Dart
00:18:40 Kotak Mahindra Bank
00:20:06 CMGI
00:28:45 1st type of 100 baggers - Moody, Coca-Cola, Visa etc.
00:42:48 2nd type of 100 baggers - Amazon, Costco etc
00:46:00 3rd type of 100 baggers - IPSCO, Fiat etc
01:02:00 Tesoro Petroleum
01:09:10 Frontline
01:22:00 Teck Cominco
01:26:16 4th type of 100 baggers
01:32:50 5th type of 100 baggers - Silicon Valley Bank
01:47:00 Frontline 2.0
01:57:51 Circle of Competence
02:04:31 Your inner calling
02:17:53 There is no suffering in this world
02:20:20 Value is its own catalyst
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.
"100 baggers are really good for your health" - best quote ever.
Mohnish, like you I sold my business and began pursuing full time value investing 4 years ago. WB, you and just a handful of others have really helped shape my thinking and investment success. You're a true joy to watch and learn from. Thank you sir.
Who are the others?!
Absolute Gold. I learned soooo much form this video and I'm not even half way done. Beautifully explains, refinery business, container ship business, mining business just to name a few. BTW, I am a musician in Los Angeles, if you ever want tickets to the LA Phil let me know. =)
I like Mr. Pabrai, he looks like Super Mario.
Thank you Mohnish. Im Italian and a big supporter of FCA!!Never short Sergio.LEt s wait 2018
Thank you Mohnish for doing these talks and sharing the videos. They help me develop my mental models and learn how to do investing for the long term.
Thank you very much for the upload. I always learn so much from your lectures.
Still going through these. Amazing stuff
Best video of mohnish ,the gem out of his all of his interviews where he is asked the same generic questions everytime although I love listening to him
Thanks for your generosity Mohnish! Pleasure to listen to you - please keep them coming.
As always, its great pleasure to listen to your talks. Looking forward to more in coming future.
Success leaves clues! Thank you for sharing your wisdom!
Though its a replica of "Peking" lecture but heard it fully just for the pleasure of it.
Same here... Awesome!
thank Mohnish for sharing amazing investing experience
I like his moustache
This is a great great talk
Something to add to Crisil discussion by Mohnish.
He said moody did well in the long term inspite of the 08 Fin crisis. So rating agencies are great businesses. 100% agree.
But applying the same logic to country like India has backfired. Mohnish invested in a co. called CARE LTD. (Similar to crisil) and it got involved in some shady shit (search ILFS case) due to which stock fell of the cliff.
Conclusion- Moody lobbied the US govt in 08 and got out but capital mkt authorities in India are very cold hearted and strict (named as SEBI and SFIO) due to which stock suffered a lot
Awesome talk!
Love from Bihar,India ❤💛
Thank you Mr. Pabrai for posting such lectures for some of us who haven't gone to Mgmt or business school.
an energetic soul 🙏
Started listening 2nd time today ..
Similar cycles of boom and bust play out in Indian Sugar sector as well
Thank you
Goodwin Plc (LSE:GDWN) (UK stock market) today looks similar to those shipping/oil and gas driven companies Mohnish was reflecting on, does anyone have a take on this company or others similar would be great to hear some thoughts and opinions?
im sure you have to be wired a certain way to invest successfully. maybe even wired incorrectly i think. Though Warren Buffett is definitely The Columbo of investing. He always comes over all normal but we all know hes crazy sharp with investing...
Hi Mohnish, I notice your Charlie Munger bronze head statue at the back, where could I maybe buy one too? Thank you!
Its Charlie's actual head. He gifted it to Mohnish on turning ninety
Sir is there any video of yours about process or methodology about how to value a company
If yes plz provide link in reply
Good
I come from future. Stock tip at 56:00 tripled. Another missed opportunity, back to wage slavery.
2:20:55 GM and Ford
I love this but where does Mohnish get this information on these businesses. I can’t seem to find much info on businesses. How did he know that that real estate of the business was worth more than the market cap. Where do u find this???
10K annual reports
i want to become a value investor, what course can i take or books can I read to learn how to start?
Read the Intelligent investor from Benjamin Graham, Read the Dhando Investor from Mohnish Pabrai, Read the Margin of Safety from Seth klarman to name the best of the best.
You must be lucky enough that you sold silicon Valley Bank early
51:35 FCAU
Control your reactions when its lose..
Mr. Pabrai, you need to reduce the frequency where you're saying "if you will...", it can get annoying to keep hearing this repeated expression in this video. Great teaching nonetheless, and I learned a lot from it.
What about marijuana stocks? This is recession proof and idiots can make money.
Please expand.