How to Be Inspirational | Mohnish Pabrai & Guy Spier | Talks at Google

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  • čas přidán 19. 03. 2015
  • Guy Spier is the Founder and Managing Director of Aquamarine Capital. He is the author of the recently released book, “The Education of a Value Investor.” He lives in Zurich, Switzerland with his wife Lory and three children. Guy is a member of Young Presidents’ Organization (YPO) and an avid road biker.
    Mohnish Pabrai is the Managing Partner of Pabrai Investment Funds and Dhandho Holdings. He is the founder of The Dakshana Foundation (Dakshana.org), which has sent over 600 impoverished kids to the IITs in the last four years. He is the author of “The Dhandho Investor.” Mohnish resides with his family in Irvine, California. He loves reading, racquetball, road biking and playing duplicate bridge.
    Both Mohnish and Guy, paid $650,100 and won a lunch with Warren Buffett in 2008.

Komentáře • 82

  • @ndesa
    @ndesa Před 9 lety +44

    Mohnish Pabrai is what I like to call a "Next Level" individual.

  • @shamsnarokobi799
    @shamsnarokobi799 Před 7 lety +40

    I hate the fact that the room is almost empty, I'd love to be there. Awesome video again google thank you

    • @worldtravel4973
      @worldtravel4973 Před 4 lety

      SHAMS Narokobi new too

    • @WeLoveValue
      @WeLoveValue Před 3 lety +1

      ridiculous indeed. If they'd be speaking in my city I'd be there that's for sure

  • @yashmishra3385
    @yashmishra3385 Před 5 lety +16

    Mohnish and Guy is like Warren & Charlie , i can see mohnish like charlie and Guy like Warren . One can see this in Annual Meeting in Omaha!

  • @aestheticvibez.
    @aestheticvibez. Před 3 lety +11

    Proud to be a student of Dakshana 💓💓

  • @Bmayo27
    @Bmayo27 Před 9 lety +15

    This deserves sooo many more views! So much profoundly good stuff in this video. Thank you so much for sharing.

  • @chiawildy563
    @chiawildy563 Před 3 lety +1

    I'm 5 years later, but Mohnish and Guy are always great inspirations.

  • @qaisurrehman
    @qaisurrehman Před 2 lety +2

    On March 20 2015 - Google was at $560, Now 8/11/2021 it is at $2753 at 4-5 bagger. Better hold your compounders. The fact that Pabrai may have not held up to now can be a testament to how difficult it is to hold the compounders.

  • @ChrisdaSaffa
    @ChrisdaSaffa Před 8 lety +9

    Great Talk guys, but can we please get content sharing in your presentations? Hard to follow when we cant see the slides. Thanks :)

  • @jashandeepj
    @jashandeepj Před 2 lety +1

    Great talk, both super investors are such a humble person and so much to learn from them.

  • @sisirksh1487
    @sisirksh1487 Před 2 lety

    Mohnish prabhai and guy Spier wow one of the few people in the world i admired and respect a lot

  • @HUNTSVILLEPR
    @HUNTSVILLEPR Před 9 lety +12

    Two great guys. 40 rupees to 7000 rupees in 5 yrs is incredible

    • @Northstar2000
      @Northstar2000 Před 6 lety

      lol

    • @maddysydney
      @maddysydney Před 3 lety

      While that’s good, Mohnish said he chucked money at it without much research which he has done with other companies like Rain industries. Is it luck? Is it throwing money at some ideas based on a gut and see what sticks? No disrespect to MP but that just seemed to be the case here

  • @RaviSingh-pm8mr
    @RaviSingh-pm8mr Před 6 lety +7

    21:27 *claps* this is called presence of mind

  • @kiranvrao9714
    @kiranvrao9714 Před 3 lety

    Thanks for the video

  • @WeLoveValue
    @WeLoveValue Před 3 lety

    Great talk with two of the best investors of all time :)

  • @JamesMadelin
    @JamesMadelin Před 7 lety +3

    Utterly rivetting. I particularly love the part where Mohnish talks of putting into practise the commonality between investment and entrepreneurship. Also I'm noting with great interest (and a chuckle) some of the detracting comments below. If you're going to call these guys rubbish, please post links that support your credibility.

    • @meetmaths
      @meetmaths Před 7 lety

      its around you, do a 360 degree, so you will come to know.
      Its good to learn from others, we all do and we will, but its disgusting, what he is trying to do ? getting trustship of warren? do you think if he quotes warren munger and bill will lead him to to their innercircle? doing charity in the sake of charity, playing bridge, omg he is studying for warren for a long time, did he ever mentioned he took a nap after noon? lol, warren do, actually monish really needs some psychiatric consultation, it would be mostly DPD (Dependent Personality Disorder) and person may not realizing that he is having some issues. if you know him please help him in getting treatment.

    • @chenli512
      @chenli512 Před 6 lety +1

      I am interested in why the comments are negative but the like to dislike ratio so high.

  • @compound26
    @compound26 Před 5 lety +2

    What does he mean when he says people soft practice?

  • @ptnibin123456
    @ptnibin123456 Před 3 lety +1

    Satyam was the company responsible for the satyam scam.Good thing he got out at the right time!!

  • @UbronAprehs
    @UbronAprehs Před 3 lety

    Thanks Google.

  • @Xyz19781i
    @Xyz19781i Před 9 lety

    loved iy.

  • @brajsharma6447
    @brajsharma6447 Před 9 lety +3

    Did anybody catch the name of the book they all mentioned in the end of the talk on stock marker- something like Mary Meyer?

    • @wanderercurious
      @wanderercurious Před 9 lety +6

      Maggie Maher. The book is called "Bull"

    • @kavitshah8
      @kavitshah8 Před 7 lety +6

      Here is the link for your reference : www.goodreads.com/book/show/20230115-bull?from_search=true

  • @vimalalwaysrocks
    @vimalalwaysrocks Před 3 lety +1

    I like these Google Talks more than Ted talks.. its much less scripted and more natural..

  • @Fakefake880
    @Fakefake880 Před 6 lety +4

    the mustache is ridiculous but the man is a genius

  • @shogunfogun
    @shogunfogun Před 3 lety +1

    42:00 Google was close to $500 in 2015, now its $2500s. Not in bubble territoty now? Now Mohnish, what do you say

  • @apostasiaelegcho5612
    @apostasiaelegcho5612 Před 8 lety +1

    I love his investment academia, I just don't care for his investment picks. Even for a value orientates individual, they seem extremely risky to me. Horsehead for example. He did amazing with the company the first time and I understand re-investing in a business that you've previously done well in a second time. But, they look like they're going bankrupt this second time. His risk tolerance is higher than mine, for sure.

    • @2011blueman
      @2011blueman Před 8 lety

      He's actually not an value investor, I'd call him a parrot or copycat. His only good investments have been to copy actual value investor's purchases (only he runs an extremely concentrated portfolio). Every single video you see of him he constantly uses the same exact Buffett quotes, and they're the same trusims he put in the book that were stolen from Buffett's annual letters. Every original investment he has come up with has been horrible, and has demonstrated a complete lack of investment acumen. His investment in ZINC showed he can't invest to save his life. He's a good self-promoter, that's all.

    • @apostasiaelegcho5612
      @apostasiaelegcho5612 Před 8 lety

      Leggo My Ego His book was wonderful. It's hard for me to say he's not a value investor when he expresses his thesis of value in his book so well. He's probably right for other people but for me, I measure risk a little differently. But, he seems to do well. You have to be true to yourself.

    • @2011blueman
      @2011blueman Před 2 lety

      @@minecraftsaurus5765 You're equating it to the education of kids, when really he's cheating by copying off of the smart kids in class. That works for a little while till you get caught. Pabrai is terrible at evaluating companies on his own. He's the poster child for "fake it till you make it".

  • @anirudhmr
    @anirudhmr Před 6 lety +1

    The rest of us have to be ourselves and not play games :)

  • @Thecuriousmind123
    @Thecuriousmind123 Před 2 lety

    Mohnish with full pants this must be special 😊

  • @ClimateCFD
    @ClimateCFD Před rokem

    The comment on SVB aged like milk 😂

  • @HimanshuGupta-bc3jy
    @HimanshuGupta-bc3jy Před 6 lety +3

    The idea of *CLONING* ... sound *Good* Is it really.. worth as it seems to be ... What's ur views
    plz *COMMENT* ...

    • @rehanzamindar6533
      @rehanzamindar6533 Před 5 lety

      I am cloning mohnish , sumeet nagar since 18 months.
      Yet to make money yet.
      Yes, would have made if I had averaged buying at lower levels
      Or perhaps will make money after few years of holding on to them.
      Fingers crossed!!
      Hope it helps.

    • @rehanzamindar6533
      @rehanzamindar6533 Před 5 lety

      @Manuj Madan
      Oberoi Realty (Mohnish pabrai) did well.
      Sunteck (Mohnish pabrai) too spiked almost 40%

    • @prosperize
      @prosperize Před 4 lety

      Himanshu gupta i am also cloning some of the great invester in india.. i bought rain industry from Mohnish when it was traded 80 just months ago... and some of other stocks are Dwarikesh sugar , mannapuram finance , navkar etc.

    • @silasg497
      @silasg497 Před 4 lety

      Anil Subedi how do you clone in India? Where do we find the stocks they buy/sell?

    • @WeLoveValue
      @WeLoveValue Před 3 lety

      I copy good ideas all the time. Nothing wrong with it

  • @roshanjoseph777
    @roshanjoseph777 Před 3 lety

    What do you see gbjnks movi g jn the next decade?
    GS: I have No Clue....
    Watching this in the middle of 2020 Crash...Nobody can predict anything..

  • @selfawareness333
    @selfawareness333 Před 7 lety

    What about the marijuana industry? Stock symbol ERBB. Second oldest MMJ publicly traded stock? The future is weed.

  • @TheMarketsLive
    @TheMarketsLive Před 8 lety +3

    His fund is not registered with the SEC could be a second Bernhard L. Madoff.

    • @apostasiaelegcho5612
      @apostasiaelegcho5612 Před 8 lety +3

      Every fund is registered with the SEC. Maybe your research capabilities are lacking.

    • @sisirksh1487
      @sisirksh1487 Před 2 lety

      Man dig more , Mohnish and guy are not great investors they are good human being too

  • @supreetsingh6038
    @supreetsingh6038 Před rokem

    SVB lol

  • @nickmoro4045
    @nickmoro4045 Před 3 lety

    The rabid smash neurochemically wail because creature commonly increase between a determined rabbit. squealing, purring search

  • @2011blueman
    @2011blueman Před 8 lety +2

    He's actually not a value investor, I'd call him a parrot or copycat. His only good investments have been to copy actual value investor's purchases (only he runs an extremely concentrated portfolio). Every single video you see of him he constantly uses the same exact Buffett quotes, and they're the same truisms he put in the book that were stolen from Buffett's annual letters. Every original investment he has come up with has been horrible, and has demonstrated a complete lack of investment acumen. His investment in ZINC showed he can't invest to save his life. He's a good self-promoter, that's all.

    • @kunalmehta1553
      @kunalmehta1553 Před 8 lety +1

      Agreed! He is pretty good at promoting himself!

    • @benfinegold3034
      @benfinegold3034 Před 7 lety +1

      yes i've started to doubt him too. lately he hasn't performed at all.

    • @meetmaths
      @meetmaths Před 7 lety

      well, he want to work in berkshire and he is doing his best to get in there which apparently buffet rejected a long back, he bought a dinner seat with warren for 1m$ later, recently he starts to quotes bill gates too because buffet seems to be close with bill. whether he will be successful to getting in berkshire or not, he made some money with his fund, he is now running some charity to show he got great heart to win buffet ass. anyway his fund got some hit recently so that shows any dumb can talk but putting something on the table that really matters,
      at the end, he started playing bridge, seems to be a clowned buffet.

    • @benfinegold3034
      @benfinegold3034 Před 7 lety

      Really interesting. You got it spot on. Pabrai was behind making the claim for equity holders in the horsehead case. He was never interested in the outcome but rather dumped all his shares at a slightly higher price then he would otherwise have got. To me it looks like a way to manipulate the price. He knew the equity holders would receive nothing.

    • @yuvrajbhatnagar1035
      @yuvrajbhatnagar1035 Před 6 lety +3

      being a copy cat is not easy in investment business. try it if you may

  • @TheMarketsLive
    @TheMarketsLive Před 8 lety +1

    Mohnish wakes up late and takes so many naps not because he is wise but "fat and lazy".

    • @financewithsom485
      @financewithsom485 Před 5 lety +1

      TheMarketsLive 🙅🙅🙅😂😂😂
      Wow hater.nice joke but it doesn't matter to mohnish he is already a successful investor

    • @ptnibin123456
      @ptnibin123456 Před 3 lety

      Yeah, so what have you done with your life lately, Oh' Great critic!!

    • @jaygee6673
      @jaygee6673 Před 3 lety

      He earned it, you poor idiot.

    • @senoajidj
      @senoajidj Před rokem

      So does warren buffett hahahaha, jeez hater will be always hater