Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023
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- čas přidán 30. 06. 2024
- Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023.
00:00:00 Introduction
00:00:52 Poor Charlie's Almanack; handling biases
00:02:54 Investing in Turkey
00:06:09 Circle the wagons
00:08:52 Nifty 50 in 1970's
00:11:49 Rakesh Jhunjhunwala
00:13:56 Naspers
00:19:08 Shinoken; share buybacks
00:24:08 How has my investing changed over the years
00:26:08 Stock based compensation
00:29:18 Constellation: Mark Leonard
00:36:44 Handling investment mistakes
00:40:34 The importance of truth
00:45:57 Being open to discuss finances
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.
Everytime I get a notification from this YT channel, I feel extremely fortunate to get a chance to learn something new from Mohnish. Brilliant talk yet again. I hope we get a special talk too on his B'day next week! :)
hey have you read poor charlies almanack?
Lq
Thank You Mohnish Sir, I watched the video on Stig's channel. A more open discussion from Stig and you answered them all with patience.
Thanks for sharing Mohnish!
First one to watch this vedio
Thankyou sir for all your support
Thank you Sir for such a good talk!🙏
Hey have you read charlies almanack
Thanks Mohnish sir
mohnish pabrai sir can you please share your loses and lessons you have learned from 2020- 2021 when all your investments going against your thesis
and love your mustaches sir
Love you ♥️
Nice Monisha sir.....
Founder led | low stock based compensation | non-diluted | year over year ROIC growth| buy backs
How can i invest in reysas? My broker does not have the stock :(
Fidelity
I think most people not everyone but most people should stick to third party audited businesses.
MOHNISH !!! IT WAS YOU !!!
So you sold Baba because it's mistake because of CCP and bought Pros which is mainly Tencent....?
Yes, Mohnish did a video where he explained his thinking quite clearly. Basically Tencent still has the CCP risk, but they are rapidly investing in business outside of China. They have an army of coders they can direct toward whatever project Tencent needs. Mohnish calls it a "cannon". If they decide they need to get into... say payments software, they have the team to make it happen fast, which is an advantage. He thinks gaming in China will likely increase over time. And lastly that their founder is a master capital allocator
41:30 Ignore that advice or you'll lose your girlfriend...