Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023
Release Date: 05/30/2024
Mohnish Pabrai's Sessions at UNO on May 2, 2025 and Columbia Business School on March 25, 2025
Chai with Pabrai
Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025. (00:00:00) - Introduction (00:02:20) - Walmart vs The Nifty-Fifty (00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain (00:08:05) - Nick Sleep (00:12:06) - Learning from mistakes; Ferrari & Frontline (00:13:30) - Rules of becoming rich (00:16:15) - Walmart & the Walton Family (00:17:51) - Microsoft; Steve Balmer (00:23:21) - Coca-Cola (00:25:32) - Evolution of strategies (00:26:52)...
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Mohnish Pabrai's Interview at the Investors Podcast on April 15, 2025
Chai with Pabrai
Mohnish Pabrai's Interview with Stig Broderson at the Investors Podcast on April 15, 2025. (00:00:00) - Introduction (00:00:59) - Opportunity Cost (00:03:23) - Nifty-50 in early 70's; Walmart (00:06:54) - Advice to 40-year-olds; Long runway (00:12:44) - Stoic philosophy by Marcus Aurelius: Adversity is a blessing (00:14:01) - Money vs happiness relationship (00:19:47) - My mathematical game: The Dakshana Foundation; Chuck Feeney (00:25:25) - Dakshana's selection criteria (00:29:20) - Dakshana's operational...
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Mohnish Pabrai’s Session with Ashoka Investment Club on April 22, 2025
Chai with Pabrai
Mohnish Pabrai’s Session with Ashoka Investment Club on April 22, 2025. (00:00:00) - Introduction (00:00:47) - Charlie Munger's mental models; Poor Charlie’s Almanack (00:07:38) - Cloning is the best mental model (00:08:45) - Sam Walton & Family; Walmart (00:10:36) - Microsoft (00:13:31) - Bridge (00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships (00:17:41) - Selecting a stock (00:19:12) - Macro-economic factors; D-Mart & Shrimp farming in India (00:23:32) - Circle of competence; John Arrillaga (00:24:38) - Commodity producers; Saudi Aramco...
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Mohnish Pabrai’s Talk with the My First Million podcast on March 27, 2025
Chai with Pabrai
Mohnish Pabrai’s Talk with Shaan Puri at the My First Million podcast on March 27, 2025. (00:00:00) - Introduction (00:00:28) - Why the small investor has an advantage (00:02:51) - Investing $10K to make $1 Million (00:08:16) - Frontline (00:17:13) - Berkshire's 12 great decisions in 58 years (00:18:34) - Buffett's selection process: Moody's Manual (00:23:38) - Value Investor's Club (00:27:33) - The Japan Company Handbook (00:28:46) - Berkshire's investment in Japan (00:36:13) - Thou shall not use Excel (00:40:26) - Leverage: Rick Guerin (00:49:00) - Do not cut the...
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Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy on February 15, 2025.
Chai with Pabrai
Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy on February 15, 2025. (00:00:00) - Introduction (00:01:20) - I am a single-player game player (00:03:01) - My friendship with Buffett and Munger (00:04:52) - Lunch with Warren Buffett (00:10:39) - Rick Guerrin (00:13:29) - Lessons learnt from Warren; The Inner scorecard (00:18:12) - Marcus Aurelius; The stoic philosophy (00:22:06) - Wealth is lost, nothing is lost; Health is lost, something is lost; Character is lost, everything is lost (00:26:05) - Index Funds (00:29:23) - Nifty-50; Walmart (00:32:53) -...
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Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024
Chai with Pabrai
Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024. (00:00:00) – Introduction (00:00:33) - Starting Without All Answers; Super 30 Model (00:05:08) - Dakshana’s breakthrough with NVS (00:09:19) - Helping Millions Through Innovation (00:13:38) - Infinite Vision: Arvind Eye Care (00:20:53) - Trust builds unbeatable business models; Costco & DMart (00:26:43) - Your deepest desire is destiny (00:29:59) - Cloning and trustworthiness are the best mental models (00:35:45) - Power of compounding (00:41:39) - Think small,...
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Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024
Chai with Pabrai
Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024. (00:00:00) – Introduction (00:00:32) - Adam Smith and David Ricardo (00:04:03) - Success story of India’s shrimp industry (00:09:24) - MSP and farm laws; India vs USA (00:14:37) - Japan’s rapid post-war development (00:20:01) - Givers, Takers, Matchers & Dakshana (00:26:13) - Rule of 72 (00:31:53) - Robert Caro: Relentless research, unrivalled narrative (00:33:35) - Dakshana's Mission: Empowering Underprivileged Students (00:37:31) - Secret to success: Focus (00:41:42) -...
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Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025
Chai with Pabrai
Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025. (00:00:00) - Introduction (00:00:53) - Move to Austin, Texas (00:09:52) - Age is just a number (00:11:27) - The Dakshana Foundation: A math game (00:15:57) - My 4 games – Bridge, Dakshana, Compounding & Golf (00:17:11) - Bridge with Warren & Charlie (00:21:46) - Bridge teaches probabilistic thinking (00:23:48) - Mosaic: Perspectives of Investing (00:24:44) - Cloning is the best mental model: Sam Walton & Bill Gates (00:31:29) - Sam Walton & Walmart (00:33:23) -...
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Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024
Chai with Pabrai
Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024. (00:00:00) - Introduction (00:01:49) - Microsoft; Bill Gates (00:03:19) - The future of AI (00:04:27) - Value vs. Growth investing (00:08:58) - IPSCO (00:13:13) - Reysas (00:15:47) - Starting with value investing (00:19:37) - My journey in investing; Introduction to Warren Buffett (00:22:45) - Cloning ideas: Walmart & Microsoft (00:24:35) - Microsoft: Vijay Vashi (00:31:51) - Find out your passion: Poor Charlie's Almanac (00:35:42) - The Dakshana Foundation (00:40:12) - Bill...
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Mohnish Pabrai’s Interview at MOI Global on January 21, 2025
Chai with Pabrai
Mohnish Pabrai’s Interview with John Mihaljevic at MOI Global on January 21, 2025. (00:00:00) - Introduction (00:01:47) - Industrial Real Estate: First Industrial (00:06:38) - Boom and bust cycle - Oil & shipping businesses (00:09:14) - CONSOL Energy (00:12:08) - Coal businesses (00:21:08) - Frontline (00:26:03) - Micron (00:27:48) - Portfolio concentration (00:30:17) - Reysas (00:31:56) - Investing in Turkiye (00:34:21) - Evolution in investing style (00:35:40) - Evaluating the company's management (00:37:48) - Capital allocation for coal companies ...
info_outlineMohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023
(00:00:00) - Introduction
(00:00:29) - Cloning Super 30
(00:03:50) - Rule of 72
(00:09:15) - Ultra-high Social Return on Invested Capital
(00:17:16) - Integrity in Philanthropy
(00:22:38) - Akshaya Patra: The best of the best!
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