Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015
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- Опубликовано: 26 июн 2024
- Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015.
00:00:00 Introduction
00:04:36 The Motors bubble - 1921
00:06:52 The Tronics bubble - 1959-62
00:08:20 The Dot com bubble - 1997-2000
00:16:07 The 1973-74 Nifty-Fifty crash
00:18:56 Tesla vs. GM
00:21:03 Netflix vs. Micron
00:26:07 Go Pro
00:33:00 Creation of stock market bubbles
00:54:58 Super 30: Anand Kumar
01:00:30 The Dakshana Foundation
01:05:35 Warren's Too Hard Pile
01:07:48 John Arrillaga's small circle of competence
01:09:12 My daughter's introduction to compounding
01:16:18 Tom Gayner
01:19:53 Microcap vs. Large cap
01:25:03 Focus on micro than macro
01:35:00 Portfolio concentration
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.
The audio is very noisy
So much sneezing and coughing noise in the background
makes me go nuts... One should pull themselves together a bit when given the chance to learn from someone like Monish, it's simply disrespectful. What's wrong with them? I would give a lot to be able to learn from him live.
Sorry, the audience was made up of humans and not robots. Appreciate that this is actually available for you to learn and clone from and quit your weak whining.
I think the reason is because Mohnish farts a lot. He has a chronic condition. He farts and sprays diarrhea uncontrollably. People were struggling to cope with his lecture. Some of them vomit and some try to keep it together.
Ooooofff in the 20 min range none of this ended well. “Avoid mega cap tech in 2015” nothing has been more off. Very humbling as he is a smart guy and has adjusted his outlook in more recent videos. Be a lesson to anyone how much we can’t predict.
Content is good but voice quality is terrible
Dude focus on learning 😅
What about guy coughing every second..
❤thank you
Yes!!! I love new old stock!
thank you
What was the microcap that the guy in white talked about?? curious to see how it did
Mohnish sir 👏
netflix is still value more than micron and there is tesla and GM comparison is also a huge lesson :)
I love your content but wish your mic game could be stepped up a little bit
tesla did much better than GM and Netflix did better than Micron from the date of the presentation...but the volatility in netflix and tesla would have shaken the average investor
Was this a good lecture? I couldn’t hear during this flu season.
"A Random Walk Down Wall Street" is a good book on Investing
Really Shark tank started in India2022 🎉....
What are those 2 rules?
GM today does not have positive net cash. It has negative net cash like -168billion USD
Mohnish's powerpoint-fu is strong.
You forgot current crypto bubble
Pabrai on a India tour
Monish thinks Bubble presentation is appropriate now. That means 🤔
Market is all time high that's doesn't mean there is bubble boss
@@gautam54362 Agree.Not all Market is in bubble...may be few AI stocks..AI bubble..it may burst or go bigger... time will tell...
Netflix story didn’t age well😂
"A FOOL AND HIS MONEY ARE SOON PARTED."
Why is everyone in this class sick?
The tesla story didn’t age well😂😂
Viks ki goli lo kheech kheech door karo!