I could listen to this guys days without taking a break.
@bkaellner
5 жыл бұрын
i have ;)
@X-Holdings
2 жыл бұрын
Seriously... Makes me think generational wealth is possible in my lifetime!
@jakewelford
3 ай бұрын
I have too I have watched about 8 hours of his videos. Amazing.
@nikunj150188
3 жыл бұрын
1. We are not looking for a superior information. What we are looking for is superior analytics on the commonly available information 2 Sam - The grave dancer 😂. Will look him up
@nicholasbradshaw251
Жыл бұрын
Silicon Valley Bank. I guess it’s better he got out lol.
@Benjamin1337
3 жыл бұрын
Timestamps for ease of reference, great lecture by Mr. Pabrai: 2:23 - Introduction / Start of value investing for Mohnish Pabrai 8:28 - Investments in Indian markets 15:22 - Looking back on Indian investments later 18:50 - Framework on holding vs. selling 20:26 - First type of 100-bagger (tailwinds businesses, high ROE, no debt, good management, but doesn't require it - MCO, AXP, KO, MA, V, See's Candies) 26:48 - Second type of 100-bagger (similar to first, but requires good management - AMZN, COST, Geico, Kotak Mahindra, BlueDart, Satyam, RBI, MCD, YUM, DPZ) 28:06 - Third type of 100-bagger (when the market gets confused between risk and uncertainty - IPSCO Steel - low risk, high uncertainty) 49:30 - Fourth type of 100-bagger (bankruptcies, reorganisations, LBOs, special situations) 55:00 - Fifth type of 100-bagger (upside without downside) 1:00:10 - Q/A begins 1:01:10 - What are the core competences of an investor, how does one investor differentiates him/herself from the rest? (Extreme patience) 1:05:40 - Mohnish's proportion of the 5 categories (Graham and Munger Supermarket metaphor) 1:10:30 - Shipping cyclicality - did the managers learn? 1:12:55 - How much Mohnish relies on public data sources? (All are open) 1:18:10 - How is the lifestyle of Mohnish? 1:31:20 - Opinion on differences between value and strategic investor
@dr.budigunawan
2 жыл бұрын
Thank You
@scottmac-cheeserae4531
3 жыл бұрын
There's a young guy who makes videos about smoking cigarettes that has thousands more subscribers than Mohnish. The information here, that can make you very wealthy, is actually interesting to a very small percentage of people. I'm glad I'm one of them!
@charliebuffett
3 жыл бұрын
Facts
@akashsolucky
9 ай бұрын
I'm one of you too but can you please share the cigarettes channel, just curious 😂
Thin crowd at the university to give a 90 minute talk. That's why the internet is so great, as I write this 21,000 views making it much more worth his time.
@marketgeek2647
2 жыл бұрын
@Sushanth Bobby 66k in 1yr
@pipebliss
7 жыл бұрын
Amazing talk by Mohnish, thank you for making it available on KZitem.
@harbeerchadha
7 жыл бұрын
Hi Mohnish, greetings from New Delhi. Great Talk. Thanks for sharing. I always look forward to learning from you and compounding the knowledge. Cheers.
@localfox1000
7 жыл бұрын
I just discovered Mohnish. It's 1 am here. I have to get up in 6 hours. #PRAY4ME.
@SanjaySanjay-mf6gl
2 жыл бұрын
How are you doing now?
@samonaro65
6 жыл бұрын
Compounding is the 8th wonder of the world. Compinding By 26% turns 1 Million to 1 Billion in 30yrs
@samonaro65
6 жыл бұрын
*compounding
@ArupGuhaideasanctuary
6 жыл бұрын
Satyam? even the best minds got fooled by that master con artist. Now every time mohnish reminds Guy of crisil, guy can remind him of satyam :)
@randomguypolololas
2 ай бұрын
He got out well before Satyam started cooking books (he talks about it in some other video)
@maddysydney
3 жыл бұрын
Thanks for the talk and thanks for sharing the video. Below are the 5 mental models/ strategies that Mohnish talked about: 1. Huge industry tailwinds with an idiot mgmt. 2. Huge industry tailwinds with smart mgmt to run it, an idiot will not do! 3. Markets get confused between risk and uncertainty 4. Bankruptcies, special situations 5. Upside without downside.
@knowledge_seeker_
3 жыл бұрын
I'm keeping watching this quarterly. & learning new things from you everytime. 🙏🏻 :)
@Aubatron
Жыл бұрын
Pray to god Mohnish is not still in Silicone Valley Bank 😂 57:00
@joshuadias2468
7 жыл бұрын
Thank you Mr. Pabrai for making this lecture available on youtube.
@alm9368
3 жыл бұрын
Great session, I really love it and always learn a lot from your videos (and your books). Also following your pathway with my private investments (it's a zero-stress route as you say, this I can swear). Thanks a lot for uploading all these materials, Mr. Pabrai.
@sasababa1858
6 жыл бұрын
mohnish was supposed to take birth as a compounding calculator
@jakewelford
3 ай бұрын
Honestly this is the best channel on investing. I have my own small channel and have found multi baggers before but I'm not full time and haven't got the sheer depth and breath of knowledge nor experience. Your sharing of this knowledge is extremely generous. I feel very lucky to be able to watch these videos
@DineshKumar-cx8jz
7 ай бұрын
Fiat Earnings were 1 to 2 during 2019 and the same in 2024. Anybody watching in 2024 correct me if I am wrong
@CeleronS1
7 жыл бұрын
Thank you Jiang and Thank You Monish!
@gtavsmsg10
7 жыл бұрын
i want to become a value investor, what course can i take or books can I read to learn how to start?
@tih0m
7 жыл бұрын
One Up on Wall Street by Peter Lynch The Intelligent Investor by Benjamin Graham The Dhandho Investor by Mohnish Pabrai Common Stocks and Uncommon Profits by Phil Fisher Market Wizards by Jack Schwager New Market Wizards by Jack Schwager
@jaymehrani5680
5 жыл бұрын
First play gamble, lose some money and come into stock market. Believe me you will never lose money into stock market.
@saurebh8109
4 жыл бұрын
Hey where are you now?
@ArupGuhaideasanctuary
6 жыл бұрын
the life! there is no alarm. A capitalist's life, some day
@arjannoordermeer9666
4 жыл бұрын
Great talk Mr Pabrai! Could you give me some insights on the way you're searching for great undervalued companies?
@kamalnayan330
7 жыл бұрын
Great lecture for Enhancing knowledge.
@alverzenongkhlaw5688
7 ай бұрын
7 yrs ago SVB great bank..today it's bankrupt bank.
@saurebh8109
4 жыл бұрын
*Great Talk*
@faisallakhani80
7 жыл бұрын
Thanks alots for uploading! Huge inspiring talks!!
@zhuangcorp
8 жыл бұрын
Mohnish Pabrai is my dad.
@vaibhavsingh4780
4 жыл бұрын
For details on how Sam Zell works -- read book -- "Am i being too subtle"
@johnnyfitzgerald3174
7 жыл бұрын
thanks Mohnish for sharing your thoughts publicly - thoroughly enjoy your talks! you seem to have a good heart and your honesty and openness is evident and refreshing. and thanks Peking University for sharing this!
@srkn100
5 жыл бұрын
I wonder if mohnish would take a whole hour of two explaining all the mistakes he did and how deep of a hole he ended up in?
@veritasimmigration
7 жыл бұрын
Mr Pabrai, thanks very much! Amazing talk
@ConvergenceTrader
Жыл бұрын
Love from Bihar,India 💛❤
@sirazrocky9235
7 жыл бұрын
Mohnish thank you soo much for sharing your knowledge.
@Cloninginvesting
Жыл бұрын
Thank You Mohnish.... Started listening from the oldest video and now i am on this one just completed. As usual golden nuggets all over if I pay attention.
@akasnani3464
5 жыл бұрын
Question Answer the best part, that teaches how to fish.
@jonathan4940
4 жыл бұрын
Thank you for the upload and sharing the talk!
@dimkovskigoce
4 жыл бұрын
No trading during office hours
@jayangli
2 жыл бұрын
This guy is YODA Jedi master. I find it hard not to look at the stock for one day
@smackronme
4 жыл бұрын
Arguably, the best decision out of all was probably selling satyam at right time.
@StratacoachBrandstratacoach
4 жыл бұрын
He is fantastic in presenting his fact.
@anujsaraswatvlog6480
7 жыл бұрын
super extraordinary
@bonob0123
3 жыл бұрын
"toh" is "so" in hindi. once i heard him say it i can't unhear it. he says it every time. great talk tho.
@anujsaraswatvlog6480
7 жыл бұрын
super knowledge
@jyotirmoybiswas7430
6 жыл бұрын
Simply great....& greatest
@tuabenjamin
2 жыл бұрын
“… what a country” lol. my mans, love this guy
@ashainp
5 жыл бұрын
What a legend.
@maisnamraju5142
3 жыл бұрын
Thank you Mohnish Ji for these valuable insights.
@hemalitanna
2 жыл бұрын
What an amazing talk! You are an excellent story teller!
@karlteai3699
3 жыл бұрын
I traded netflix for mohnish talks :)
@Garce227
2 жыл бұрын
Wow I just savoured every minute of this session .
@Cyber_HXHHub
2 жыл бұрын
Sir kiya aap ko hindi aati he? To hindi boliyea please.😀
@gripmasterflo6753
Жыл бұрын
This is one of my favourites of Mohnish!
@natanmordechai2206
2 жыл бұрын
Thanks for the amazing lesson!
@oxy204
2 жыл бұрын
Most under rated video on the internet
@layb2479
2 жыл бұрын
Tnx for sharing this for free!
@AssadKhan1
4 жыл бұрын
Tu Amazing talk BTW 👌
@tansa19
2 жыл бұрын
12 th feb . Thnx mohnish
@Thoric485
2 жыл бұрын
42:00 - 47:30 is superb
@hakimmalik6995
2 жыл бұрын
this is gold
@wroomauto7615
5 жыл бұрын
summary @ 59:00
@rushabhshah788
3 жыл бұрын
GOLD!
@parthaaec07
7 жыл бұрын
Wonderful speech, this is real value investing approach. Very motivating. Thank you Mohnish
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