Building Character, The Journey Of Investing & The Dakshana Foundation | Monsoon Pabrai
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- čas přidán 8. 07. 2024
- Monsoon Pabrai is the Managing Partner and Portfolio Manager of Drew Investment Management, Inc. She holds a B.A. in Political Science from the University of California at Berkeley, with a concentration in International Relations. Monsoon is also the Vice President of The Dakshana Foundation and has made frequent field trips to Dakshana Scholar homes over the years.
She talks to Guy about her upbringing as a child of immigrant parents in the US, as well as how the trips to India for The Dakshana Foundation shaped who she has become. Monsoon also tells how she found her way to investing and talks about some interesting stock picks in India.
Full transcript available here: aqfd.docsend.com/view/sbizf8p...
Contents:
(00:00) Memories from the Buffett Lunch
(02:52) Character Shaping Experiences
(05:23) Upbringing and Connection to India
(10:34) The Dakshana Foundation
(15:14) Monsoon’s Journey to Investing
(22:34) Investing in India
(28:49) Getting in Touch and Book Recommendations - Zábava
Start early with diversified investments in stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security...
People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
Thanks for sharing this interview. Monsson is a very lovely person with a bright mind like her dad. I see Guy Spier a bit tired, I wish he does more walking and stay away from sugar. Have a long live Guy!
❤❤❤❤❤🤝🤝🤝🤝🤝🤝🤝🙏🙏🙏
Respectfully, it does look like Guy simps over Mohnish in a way that sort of guarantees that Mohnish will never truly respect him as an equal. Guy could post a decades-long record of Buffett-level returns but the way that Guy voluntarily subordinates himself in every conversation as Mohnish's inferior tells me that equality is no longer possible. You can respect someone without falling over yourself to flatter them, which is what I feel like Guy does which is too bad; I like him and he deserves better but it's hard to have sympathy for him when he's doing this to himself.
It’s sad that’s the way you think
@@billykhoabillykhoa7844 maybe you’re right and perhaps I should reflect on that. I just think Guy took the “be lavish with your praise” advice from dale carnegie and took it too far, passed the point where he’s sacrificing his own dignity. Mohnish does the same thing to Warren and charlie.
@@sillyhead5 if a person is deserving of praises, I don’t see how you would lose your dignity by praising them.
@@billykhoabillykhoa7844 I agree. I'm not against praise. I do plenty of it. I'm just saying there's a point when it becomes too much and it starts looking like you're submitting to them in a way that makes equality (of the sort that partners and friends need) impossible. That's what I'm noticing Guy Spier doing every time Mohnish's name comes up. This is just the latest example.
IMO, I guess you are have some respect for Guy in a sense, and you dont like to see someone you respect seem to be surbodinate to the others. But I think you just too sensitive. Why Guy, or you, or me have to be care to show "leadership" somewhere or with someone, the importance is inner scorecard, do we think we do good enough ourselves? And I think Guy confident in what he has done and will do, that's good enough. Other than that, some people have conservative style, some "shy" style, some humble, some little bit "arrogant", I think all should be acceptable as long as it doesn't impact one"s rationality