Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
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- čas přidán 2. 07. 2024
- Mohnish Pabrai's Chat with students at the Rotman School of Management on March 03, 2023
00:00:00 Introduction
00:03:51 Lunch with Warren
00:08:47 Buffett’s 2022 Shareholder Letter
00:17:00 “Circle the Wagons” approach to investing
00:19:26 The Nifty Fifty in 1970s
00:22:07 Rakesh Jhunjhunwala
00:24:53 How to “Circle the Wagons”
00:31:03 Finding a great business
00:33:15 IBM
00:38:52 Li Lu
00:47:02 Moutai
00:50:42 Evaluating management
00:53:31 Coca-Cola
00:56:00 Reysas
01:01:48 Circle of competence
01:03:41 John Arrillaga
01:06:28 Satyam Computers
01:10:25 Investing in China
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.
I will personally volunteer to help Mohnish's IT situation to eliminate the voice and feed from cutting in and out. Such high quality wisdom shouldn't be delivered at the current standard. I'm hanging on to every word just for it to fade in and out! :)
He knows it- it's been brought up in every upload he's made for a while
Monish sir, there is some problems in sound, please tell in front of the microphone. Your videos are extremely precious to us. Thank you sir.
“When the stock falls 40% after you invest that’s when you will know everything about the business” that was epic and I experienced it 😂
Which stock?
I felt that in my soul
BABA?
Yes BABA. Bought at 180. Doubled at 70. So now holding on 125.
Any one invest in India?
Absolutely delightful interview as usual. Thank you for sharing!
Thank you Mohnish sir for sharing your wisdom with us.
Great video Mohnish, thanks very much 👍
Great q&a. Thanks all
Great as always❤
Thanks, Mohnish.
Wonderful conversation. And good music too 👍
Thank you Mohnish!
Good questions in this talk
Love from Bihar , India 💛
Dhandho
Awesome
Great job Monish!
Your Mic is cutting in and out. Talk direct into it or get a better Mic. That is no SHURE mic, I can tell you that.
Agree, happens in a lot of video's by him
We’re back baby!
It absolutely makes my day when a new Mohnish talk gets posted
Sir when you are shaking your head while speaking, audio is becoming terrible. There is some issue please fix it
When i look at the total assets of Reysas , the last update is around 283mio (usd) in assets. how does Monish come up with a number of more than a billion in assets for Reysas?
Silver & HEX - Fools will object ! 💛💜❤️💚💛💜❤️💚
👍
anyone know what korean company that mohnish says went up 600x?? Can't really hear the name
Problem with mic sir.
The mic needs a change.
Monish the talk is very good but I cant hear anything you when you speak. please fix this problem.
And what about the Luxury business, Louis Vuitton Moet et chandon, Dior, Chanel, Ferrari etc.. Is it like liquor business (except Moet) is it vice ? This 'Luxury' business thrive on envy no ?
RYSAS INCREASE AT LEAST 40 TIMES BY THE END OF 2024.
Sir please change the mic
Does anyone know which is the 2nd 100 bagger for monish..?
The first one is satyam computer..
It is going to be Raysas investment in Turkey. Pardon me if I spelled the company wrong.
@@pareshpatel2642 He said that it is going to be third.. what's the second...
Same question
@@daredevil2707 I think it is mau tai..
Mohnish is a genius 🙏
Li lu, wow lol
Prosus (tencent) couldn't be an uber cannibal ? A 99% shares buyback on a long term without any changement on the market cap. Difficult but a 100x more plausible ☝️.
And a mistake on Alibaba is "OKAY"
Thanks for this, but you use the language "law of large numbers" quite often. You are not using it correctly.
Mohnish, you don't need to be that frugal, buy a new microphone.