Fantastic talk, thank you for putting this online Mohnish. I especially enjoyed the discussion about searching for growing pies with hidden moats, and how your thinking led to that. Would love to hear more on that in the future.
But companies with low leverage are vulnerable to attack by leveraged buyout. Only cyclic companies in cyclic business have low leverage without risk for buyout.
"Notorious Cheapstake" 😂 Mr. Chou you kill me! Thank you so much for you time and profound advise. I consider myself one of the 4 Monish was talking about and 25 years old (at heart) eager to learn and to start compounding. So videos like this really keep me motivated 🙏 Thank you so much.
Question never answered: why was buying Stone Trust a mistake for Mohnish, and a win for Francis? Great video, and wisdom from two inspiring investors.
Hi Mr. Pabrai, i have bought sunteck realty shares in BSE and now the stock has plummeted to INR 152. Would you recommend holding this for long term? What do you think thr value would be after say 1.5 years. Your expertise is vast and you are an avid Sunteck shareholder. Pls do reply. Thanks.
Very good talk, some of the investments in India like parking close to 800 crore in the real estate market of mumbai baffled me right at the start, glad he has cutback now. However the cutback in IEX still baffles me as I see a huge upside there. Anybody who can answer this ?
The thing with no worries with a Harvard degree is total BS. Even Buffett now claims that he might not start a college education again because the tuition costs are so high.
Who else is waiting for this year’s Berkshire Hathaway event like it’s the super bowl?
But no Munger this year.
He is only 96.
george sotiriou Ik, I think it’s because he lives far but not sure...
@@georgesotiriou7051 are you sure?
Care for a bet?
Sad. No munger. I enjoyed his meeting at Daily journal this year.
Fantastic talk, thank you for putting this online Mohnish. I especially enjoyed the discussion about searching for growing pies with hidden moats, and how your thinking led to that. Would love to hear more on that in the future.
All Content and free wisdom from Mohnish are worth ROIC% = Infinite.
I’m so excited to watch it! Mohnish it’s nice to see you after such a long time! @1:03:43
Much awaited video. .... Yet another video to enlighten.... Especially during such uncertainty.
But companies with low leverage are vulnerable to attack by leveraged buyout. Only cyclic companies in cyclic business have low leverage without risk for buyout.
"Notorious Cheapstake" 😂 Mr. Chou you kill me! Thank you so much for you time and profound advise. I consider myself one of the 4 Monish was talking about and 25 years old (at heart) eager to learn and to start compounding. So videos like this really keep me motivated 🙏 Thank you so much.
Thanks for the years of wisdom in hours.
Mohnish, thank You so much for this video! We love your videos here in Russia!
Excellent advice by both value investors.
Sir, thank you🙏 so much for your teachings. I Eagerly waits for your words
Thank you Mr Pabrai and Mr Chou for the session!
You become wiser with time. I like the second option of going for the MSFT like companies.
Thank you very much Mohnish for this video and many others.. keep them coming !! very insightful for amateur investor like me
Mr. Chou has an Indian accent....just look away and hear his voice.
He grew up there
Migrated from India at a young age.
We are waiting for you always ❤️
Thank you Sir... For teaching us.
Love from Bihar,India ❤
2nd time 💛
New upload yaaay
Thanks for this Mohnish. It's very helpful.
Question never answered: why was buying Stone Trust a mistake for Mohnish, and a win for Francis?
Great video, and wisdom from two inspiring investors.
Mr Pabrai has stated in another talk that Mr Chou is a better insurance operator than he.
Great learning , thanks Mohnish
Thanks sir for giving huge knowledge
eagerly waiting for this video..
I have listed four times
Thank you Guru Mohnish
following your footsteps.
Your videos are awesome!
Awesome !
Hi Mr. Pabrai, i have bought sunteck realty shares in BSE and now the stock has plummeted to INR 152. Would you recommend holding this for long term? What do you think thr value would be after say 1.5 years. Your expertise is vast and you are an avid Sunteck shareholder. Pls do reply. Thanks.
Very good talk, some of the investments in India like parking close to 800 crore in the real estate market of mumbai baffled me right at the start, glad he has cutback now. However the cutback in IEX still baffles me as I see a huge upside there. Anybody who can answer this ?
Sir. When will you visit India. I want to meet you and learn from you.
You can't make a good deal with a bad person. - Warren Buffet
Mohnish sir what do you feel for current market... You think other market fall is waiting for us?
Thank you!
#Cheatcode for insurance understudy. 👍👍👍
Mr pabrai do you know of mr Henry singleton of teledyne?
any update on EAF sir?
Gracias 😉👍
u are so coolm monish
Sir what are your thoughts on the new age FinTech insurance companies?
2:53 start
Any know what the book he mentioned at the beginning of the video
Well done Mohnish
1:27:30
23:26 save fees
Legend
Nice
Francis: pab pab pab
Thank you so much sir you are so great I don't believe in god I believe in you sir...
“… he’s like a fake Chinese, “ lmao
First
The thing with no worries with a Harvard degree is total BS. Even Buffett now claims that he might not start a college education again because the tuition costs are so high.
Mohnish bullying Francis ?????
Sir help me please trust me please
Disappointing AF Mohnish. Chou was way better.