Mohnish Pabrai’s Q&A Session with MBA Students at Columbia Business School - March 18, 2021

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  • Опубликовано: 4 дек 2024

Комментарии •

  • @BradKaellner
    @BradKaellner 3 года назад +142

    Mr. Pabrai you are going to put MBA programs right out of business with all this great free content!

    • @myaparker
      @myaparker 3 года назад +1

      ikr

    • @satisfyingmoments1761
      @satisfyingmoments1761 3 года назад +2

      so true Brad!

    • @RudraSharmaCA
      @RudraSharmaCA 3 года назад +5

      Brad I think Monish is trying to out do the amount of content you put out in your channel. So watch out. :D

    • @5pr8
      @5pr8 3 года назад +2

      Well said!

    • @vigeendharan8502
      @vigeendharan8502 3 года назад +1

      brad, waiting for your review of these ideas as well :)

  • @piyushjain9929
    @piyushjain9929 3 года назад +5

    Can listen to this guy all day long!. Great entrepreneur, thinker, story letter, investor and philanthropist. Overall a great guy. Makes the most of opportunities in the kindest and gentlest of ways.

  • @magikbites
    @magikbites 3 года назад +9

    Serendipity of reading the right book on a flight and go on to become one of the world greatest investor. Loved it! Many thanks Sir!

  • @jennifertheofilos7432
    @jennifertheofilos7432 3 года назад +8

    Love seeing Mohnish youtube notifications on my phone and love the fact that I’ve been seeing much more of them lately

  • @Dr.Dumpnpump
    @Dr.Dumpnpump 11 месяцев назад +2

    I loved hearing the students picks and the fact Monish asked for them, I find a lot of these videos to be very repetitive, most of the questions and answers and stories are repeated but having the students bring up new ideas was a nice twist.

  • @Matt-se6rz
    @Matt-se6rz 3 года назад +12

    This is the warm up for the Berkshire meeting.

  • @bevansmith3210
    @bevansmith3210 3 года назад +5

    The thing that impresses me about Mohnish is that he really dives into understanding the businesses very deeply. He is able to describe and explain the businesses. He doesn't just find a stock and invest

    • @bonob0123
      @bonob0123 3 года назад

      the stock IS the business grasshopper

  • @vinaykohli2193
    @vinaykohli2193 3 года назад +1

    Well Mr.Pabrai, I have been trailing you for long long time & the thing I liked most about you is the way you explain things so clearly & in detail which is really Appreciable.
    That's one of the biggest Charity you doing to Business Community. Even I want to recycle my wealth ( yet to be created) back to society the way you are doing with Heads & hearts.
    Hats Off Mr.Pabrai.
    Thanks Mr.Duggal to you too :-)

  • @muhammedismail5547
    @muhammedismail5547 3 года назад +5

    Looks like I am addicted to your talks. Thanks for the talk, some of your cloning ideas have been financially rewarding to me personally.

  • @FearfullyGreedyInvesting
    @FearfullyGreedyInvesting 3 года назад +8

    I'm grateful for these Q&As. Thank you!

  • @gabisammut
    @gabisammut 3 года назад +4

    Mohnish, you are my role model.
    Thanks for sharing your wisdom!

  • @vigeendharan8502
    @vigeendharan8502 3 года назад +4

    Thanks Mohnish . There is a lot of knowledge in this talk . This format is much more interesting . Please stick to this format in your interaction with other B Schools as well

  • @amirjon
    @amirjon 3 года назад +6

    As soon as you started talking about the lunch in Omaha with Warren, then in LA with Charlie, and the Debbie stories, you're almost jumping out of your chair. The passion for these guys really shines through. I remember tears coming down my face on Saturday after the meeting thinking about how much I miss being in Omaha. A part of how we feel about these people is passion, respect, admiration, but a big big part of it is real love. Even for those of us like me, who've never had a chance to meet them one on one.

  • @RavindraSingh-xn4wd
    @RavindraSingh-xn4wd 3 года назад +4

    This is the great gift Mr. Mohnish thank you so much this wonderful session!

  • @jarredwoolis4929
    @jarredwoolis4929 3 года назад +8

    Mohnish if you released a 25 hour vid every day, hell or high water I would find time to watch. Never stop!

  • @ThatWhatsUpMusic
    @ThatWhatsUpMusic 3 года назад +2

    i cant get enough of these vids Mohnish! thank you

  • @DavidMM255
    @DavidMM255 3 года назад +1

    I see Mohnish talks one after another right after he publishes each of them and there's not a single one you get bored, there's not a single one where he repeats himself or you do not learn something new and on top of that they only get better and better. Mohnish has really cloned even Buffets ability to give more than what you are paying for. Infinite thanks Mohnish!

    • @BradKaellner
      @BradKaellner 3 года назад

      He repeats himself all the time which is great because it drills in the message 🎧

  • @sovereignruler
    @sovereignruler 3 года назад +2

    I have learned one very important rule when it comes to finding an undiscovered treasure: Before you tell everyone where it is, make sure you loot the sucker first. This is why Buffett NEVER talks about his investment ideas.

  • @kikolatulipe
    @kikolatulipe 3 года назад +1

    Pabrai is very generous with his time !

  • @maheshchander2415
    @maheshchander2415 3 года назад +1

    Always waiting for the next talk/ lecture by Mohnish. As usual a great learning . He is helping the investors to become a better investor. Thanks a lot.

  • @shreyaslahoti7542
    @shreyaslahoti7542 3 года назад +1

    Thank you Mohnish for sharing your wisdom. 🙏

  • @marioalvarez5288
    @marioalvarez5288 3 года назад +2

    Wow, so generous!!! Bless you and your family

  • @balajinchidambaram4927
    @balajinchidambaram4927 3 года назад +1

    Thank you so much for the wonderful wisdom.

  • @LearningWithAnishSrinivas
    @LearningWithAnishSrinivas 3 года назад +2

    Christmas all year long. If 2020 is a great year of learning for Mohnish, 2021 is a great year of learning for all of us. :D

  • @sppcc2006
    @sppcc2006 3 года назад +7

    "it's like a buy one get one deal with Charlie...". Hilariously and geniusesly put.

  • @ccnbutter
    @ccnbutter 3 года назад +11

    Student pitches
    1. byd-ca (Toronto)
    2. angi
    3. copart
    4. OLLI
    5. danimer scientific and comp rwdc
    6. vrm - vroom
    7. pd - pager duty
    several of those were recent IPOs within 3-4yrs barely profitable, the others way overpriced in my opinion But you do your own research.

    • @webentwicklungmitrobinspan6935
      @webentwicklungmitrobinspan6935 3 года назад

      i agree, mohnish replied so gentle to these, in my opinion, rediculus suggestions.
      alot to learn there on the behavioral level

    • @pravbr
      @pravbr 3 года назад

      Actually copart and Olli are good suggestions! Good business models.

  • @punjacksond
    @punjacksond 3 года назад +4

    Thanks Monish for your generosity! I have been benefiting alot from your lectures these days! Your lectures are my Netflix and popcorn these days!

    • @BradKaellner
      @BradKaellner 3 года назад

      Try Coke & Peanut Brittle 😂

  • @varunjain5789
    @varunjain5789 3 года назад +1

    Waiting for the next one already !!!

  • @ishanparlikar580
    @ishanparlikar580 3 года назад +1

    That Gogia Pasha poster in the background is, so very, symbolic. Loved it!

  • @bartjaworski239
    @bartjaworski239 3 года назад +3

    "Just between us" 18:15

  • @debanjanmondalphysio
    @debanjanmondalphysio 3 года назад +8

    Please keep update this type of videos .
    Be a learning Machine..Keep Compounding 😄
    Thanks Mohnish

  • @advicemaster5428
    @advicemaster5428 3 года назад +1

    Thank you mohnish for this.. love from Bankura, west Bengal ...

  • @CharwakApte
    @CharwakApte 3 года назад +2

    This is the most hilarious of all of your videos.. thanks for the chuckle..

  • @shanomics
    @shanomics 3 года назад +1

    From where these legends come who dislike these video!!!

  • @mawean
    @mawean 2 года назад

    Dear Mohnish, when you read Nick Sleep‘s Nomad letters, did it dawn on you that you described the exact same phenomenon years earlier in the Dhando investor when telling your story of the Patels (lowering the production costs and sharing the cost advantages or rather handing them over to the customers and, by way of doing so, pricing the competitors out of the market)?

  • @ATSInvest
    @ATSInvest 3 года назад +4

    In dj kahleds words: another one! Thanks Monish!!

  • @gcsv19920
    @gcsv19920 3 года назад +1

    Great worldly advice!

  • @luizfiorentini9522
    @luizfiorentini9522 Год назад

    If anyone is interested in 2-years performance of the stocks the students pitched to Mohnish, here they are (from 03/18/2021 to 09/26/2023 and adjusted to dividends):
    19:10 - Boyd Group Services IncTSE (BYD), Return = +4,99% (from 230.49CAD to 242.00CAD per share)
    20:45 Angi Inc. (ANGI), Loss= -88.61% (from 16.51$ to 1.88$)
    22:25 Copart, INC. (CPRT), Return = +56.81% (from 27.25$ to 42.73$)
    26:00 VIVA (1873.HK), Loss= --82.65% (from 7.26HKD to 1.26HKD)
    26:50 Ollie's Bargain Outlet Holdings Inc (OLLI), Loss= -12.34% (from 86.01$ to 75.40$)
    31:20 Danimer Scientific, INC, Loss = - 96.24% (from 47.84$ to 1.,80$)
    32:50 Vroom Inc (VRM), Loss = -97.02% from (35.96$ to 1.07$)
    35:35 Pagerduty Inc (PD), Loss = -41.9% from (37.56$ to 21.82$)
    And... this is not a joke. It's real values

  • @nikunj150188
    @nikunj150188 3 года назад +1

    Thank you for sharing

  • @chalapathikumaryarlagadda
    @chalapathikumaryarlagadda 3 года назад +3

    HI Mohnish,
    One of your past holding in India. Kaveri Seeds Company is an example of UBER Cannibal.? .Can you Please share your rationale in it, you promised you would share it when you no longer hold it.
    Thank you...!!

  • @l4k
    @l4k 3 года назад +1

    Monish, instead of Room and Carvana, take a look at Shift.

  • @tgwtom
    @tgwtom 3 года назад +1

    You enrich us.. And help with money too.🙂

  • @joshstonko5169
    @joshstonko5169 3 года назад +1

    Wish someone pitched Ollies

  • @luispaz6908
    @luispaz6908 3 года назад +2

    Thank you so much for the glimpse into anylizing those pitches! Its like sitting behind the homeplate watching you contemplate hitting or not ;) I dont even like baseball! 😂🙏🏼

  • @prasadaradhyula1631
    @prasadaradhyula1631 3 года назад +1

    surprised to see no bio tech

  • @abhishekaheer2234
    @abhishekaheer2234 3 года назад +1

    I have read ur book name the DHANDHO investor that was amazing book

  • @volker-meier
    @volker-meier 3 года назад +1

    Nice session. Would have expected that Monish also pitches for one of his ideas ;-)

    • @BradKaellner
      @BradKaellner 3 года назад +1

      He pitches Reysas every other video 😂

  • @-SammedVardhaman
    @-SammedVardhaman 3 года назад +1

    Thanks mohnish 🙏

  • @qaisurrehman
    @qaisurrehman 3 года назад

    where can i find the opening music, so energizing

  • @yankeedoodle6293
    @yankeedoodle6293 3 года назад +2

    I’m in my mid 40’s never graduated high school. Built a 13,000,000 real estate portfolio by purchasing distressed properties/ bank foreclosures. Just bought my first stocks - 1000 shares of “BABA fits in with my mindset of buying deeply discounted assets. I’m working with approximately $800,000 cash, looking for my next stock to buy. Mohnish is super cool, and appreciate his relaxed vibe. 👍

  • @RudraSharmaCA
    @RudraSharmaCA 3 года назад

    Loved the asking the students idea. How the next batch of students don't have a 1B market cap limit.

  • @jadenbaker9754
    @jadenbaker9754 3 года назад +1

    Frank wan stole my idea, but it makes me feel better

  • @emiliolara6695
    @emiliolara6695 3 года назад +1

    44:00

  • @bonob0123
    @bonob0123 3 года назад

    pabrai contrasts so well vs the host. authentic confidence vs pretentious

  • @Mukund29821
    @Mukund29821 3 года назад

    what are those business/companies students mentioned they studying? i could not get exact names anyone has the list?

  • @Datapoint90
    @Datapoint90 Год назад

    Obviously many of the pitches didn't turn out very well. I guess it was a good thing it was a school project and not actually backed by their own money.
    In fact, the students who picked the worst performers probably learned the most. Anyway, it was an interesting video, so thanks for sharing!

  • @NeerajKumar-ht8oo
    @NeerajKumar-ht8oo 3 года назад +1

    I see Mohnish and I think of Eklavya from Mahabharat.

  • @luispaz6908
    @luispaz6908 3 года назад +3

    "Other than marrying me it the best thing that ever happened to her" bahahaha you're killing me! "It starts with me" bahahahha I love it.

  • @IMSRGURJAR
    @IMSRGURJAR 3 года назад +1

    Love you ❤️

  • @emiliolara6695
    @emiliolara6695 3 года назад

    9:37

  • @honeyjain6655
    @honeyjain6655 2 года назад

    I am still not able to process it, they have pitched loss making, recently listed companies only olli and copart was good. I mean I still don't get it why they are even looking into businesses with no track record and yet to earn any profits. And they arent great businesses, all of them are gruesome businesses.
    Value investing is not private equity.

  • @AlexKan272
    @AlexKan272 3 года назад +1

    Sounds is extremely poor quality.

  • @heronchambers3824
    @heronchambers3824 3 года назад +1

    oh boy danimer case $dnmr

  • @Sternburger27
    @Sternburger27 3 года назад +1

    A student really said GameStop to this guy …… bruh hahah stop

  • @michaelmraz2707
    @michaelmraz2707 3 года назад

    GME!!

  • @lawaynehearn2158
    @lawaynehearn2158 3 года назад +1

    4th

  • @TheCuratorIsHere
    @TheCuratorIsHere 3 года назад

    Pager duty is NOT a first mover. Geez you really don’t know your market when you claim that.

    • @webentwicklungmitrobinspan6935
      @webentwicklungmitrobinspan6935 3 года назад

      yeah she obviously did not know what she was talking about. pd fails at the it-guy level, i will never advocate pagerduty because i dont want to work outside of the regular schedule, conflict of interest

  • @classifiedlevel1047
    @classifiedlevel1047 3 года назад +1

    First comment lol

  • @LL-wc4wn
    @LL-wc4wn 3 года назад +1

    Love your wisdom Monish. But dont think giving your kids any headstart in a running race is good. Let them compete fairly with everyone else or else they cannot claim they won the race... Nor would anyone respect them. Starting ahead because of your parents is cheating, period.