London Business School (LBS) MBA students Q&A with Mohnish Pabrai on May 19, 2021
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- เผยแพร่เมื่อ 31 พ.ค. 2024
- This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club on May 19, 2021.
00:00:00 Introduction
00:02:38 Changes in our Economy post-COVID
00:08:08 Entrepreneur’s Advantage
00:15:02 Advise to New Investors
00:19:28 Inner Scorecard
00:24:00 Evaluating Management
00:30:34 Investment in Graftech
00:38:48 Portfolio Construction
00:43:37 Mumbai Real Estate
00:49:18 Impact of Exchange Rate on Investments
00:52:42 Learnings from Nick Sleep
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.
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Every day Mohnish & Charlie Munger are around is a privilege for us. Please stay healthy Monish and live as long as Charlie. We will need your wisdom more than ever when Charlie is gone. Bless you both for sharing your wisdom; It is an honor to learn from you.
Very true
charlie is gone now rip
I got more out of this than any other long winded discussions about company balance sheets and growing sectors analysis or such. What a simple way to guage a business. Just look at the moat and if it is getting bigger, stay invested.
Thanks for this👏
Incredible that Mohnish was more polite than one or two of those students.. Some youths need to realise that they were asking questions to a legend.
STFU
The issue is when I was a student ,it was more rules based on what was in the books , what they don't tell you is mkts are more irrational than that which you can only learn when you put your own funds in or even look at tge front end .mkts humble you 😌 .
Can't get enough of these talks...much appreciated Mohnish! PN Valueinvestor
Happy to see a new video, I've really enjoyed making my way through your catalogue of events like these. Appreciate you uploading them!
Thank you Mohnish, it’s always a pleasure.
Thank you Mohnish for uploading you sessions on youtube. I am self-taught value investor and your youtube lectures gave me a lot of value!
Thanks for uploading Mohnish Sir, really a treat to listen to you, especially understanding Nick Sleep's investment philosophies from you.
Unbelievable value .. each minute can change your life for good so listen carefully. Thank you guys for asking great questions to the great.
Again a wonderful talk. Thanks Mohnish for the same.
Excellent questions asked and the answers are always great !
Thank you for the quality video, this channel is a growing sanctuary for value investors.
Another must watch. Thanks so much for sharing your videos !
always nice to listen to Mohnish...pure wisdom
Amazing as always, thank you for your wisdom Mohnish ❤️
Thank you Mohnish.
Thank you Monish for everything.
Have fun listening to, greetings from Germany.
Was geeeeht !! :D Monish bester Mann
I was half expecting Nick Sleep to drop by and share some insights on $ASC
at what timestamp does he say they are adding to the BABA position
@@chiragdarji1571 37:47
@@BradKaellner haha I was about.to comment on this someone beat me to it.
Hi Brad, do you mind linking where you found Nick Sleep's relation to $ASC? From watching your channel it seems as if you have a crystal ball into many institutional positions. Thanks
@@coalec9445 the book “Richer, Wiser, Happier” by William Green 📖
Just waiting for it Guru Ji
Thank you
thank you Mohnish
Finally, GrafTech question was asked. Before COVID, there were so much talk of EAF as a bargain no-brainer investment. And in 2020 it was eliminated. And after that, nobody asked that question - "Why EAF was a sell?". Finally, somebody asked that. Thanks to Dev Chakraborty!
Thank you Mohnish!
Wow India's Land use act is top notch
Really interesting questions I have learnt a lot, thanks
Lovely conversation and great investment transformation
Insightful as always.
Monish, great thanks you for learning)
great stuff
Does anyone know what the intro music is!?
Great talk 👍
Mohnish is the only uncle I trust when it comes to money advice
THESE VIDEOS ARE AMAZING PLEASE MORE
Keep them coming Monish. Great insights..
Thanks Monish!
anyone know if theres a book from his bookshelf about the topic he talks about at 10:20?
Keep em coming!
One correction to Mohnish: Duetsche Post DHL took a majority stake in Blue Dart and not Fedex. But amazing talk - thanks for posting these!
Of course, he's an idiot. Reads a bunch of self-help books and touts irrational stuff like Khanquest.
Great talk as usual. On a side note, Rashid (the organizer) is going to go places.
Only youtube channel whose 1hr+ talk seems less than 10 mins.
Today has suddenly turned great
Another banger once again!! Thanks Pabrai
can anyone tell me what is the title of nick sleep book recommendation? thanks alot
zen and the art of motorcycle maintenance
Mohnish knows something about Alibaba that he doesn't want to say. Watch him try to contain his excitement while dicussing it.
I'm sure he knows many things about BABA we don't.
Dude think about the IMF forecasts for GDP per capita some of these industry like Ecom could double in size
@@MelonCapital, that twinkle in his eye is about more than GDP.
@@oilhand3691 you cearly don't understand the company if you don't know why its a buy right now and its not just GDP its GDP per capita which is the average income of the each person their is no better company other then maybe tencent which will benefit in the huge increase over the next decade this will provide a larger tailwind then any other factor I mean just look at how many consumer based industry Alibaba disrupts it affects pretty much every part of a person's life in China though ecom, payment services, grocery, entertainment, media and more so with the IMF forecasts on GDP per capita such to reach 17K from 11K by FY2026 this will cause a huge increase in consumer spending which is also the CCP main focus right now as they try and move away from net exports this is the biggest opportunity by far for BABA this also doesn't included BABA B2B segments so yeah BABA could go parabolic over the next 5-10 years.
Its not possible for Pabrai to have made a profit on graftech, the lowest price at anytime in 2019 was $9.92, and he sold around $7, he needs to be more honest with his students.
I find it very difficult to hold on to stocks
Atleast 7 of my shortlisted has doubled since past year but my portfolio didn't 🦷🦷
👍👍
So rightly said about Mumbai. Such fucked up infra for a top city in the world
One investment commandment:
Would Charlie buy this business?
Another version: would i be happy to buy this business and be the lifetime owner?
Monish said....Buy great business by great management. Don't sweat the intrinsic value.
Let's take GE or Boeing as an example. Both had at one time great management and great businesses. Both have not done well. How would we have known that over the year? What are the signs we need to see so that we don't make another GE or Boeing mistake.
I think it is MUCH easier said than done.
That's why you should check about the moat trend
Munger opened Buffett up to the idea that it's ok to pay up for an outstanding business with terrific economics working in its favor.
Lights Out was a good book
God, Monish. I love your videos and I’ve watched ALL of them, but please answer me, why that much advertisement in one video? You’d never done that before, it’s annoying.
Life hack : bro, run the video to the end (fast forwardby draggingthe red play line to the end), then reply it,
it will reply without adds
TH-cam sticks ads in whether you want it or not. It's a new policy. I doubt MP wants to make money from ads
Monish has no control or nothing to do with those ads. It’s the ytube algorithm that decides how many and which ads to play.
"The entrepreneur is not selling why are you selling"
I like this one
Would u recommend buying something like QQQ over buying anyone of these individually?
I’m 17 and I’ve been dca’ing in VOO and I’m thinking of starting to go 70% VOO 30% Nvidia or 60% VOO, 30% QQQ and 10% Nvidia
Thanks so much I was able to find her page and I already leave her a message.
I haven't seen much from this guy but my impression is he is one of the guys promoting hype. When it comes to individual stocks, I listen to a high quality analysis from Everything Money, Sven Carlin, and Monish Pabrai, just to name a few. Most of the TH-cam gurus don't know what they are talking about, so finding good examples to follow is the first challenge. The second one is to not follow blindly because even the best investors will make some mistakes as they themselves admit and then thirdly I think you should consider working with an advisor too, like Teresa Jensen white. It will boost your learning process
"We're going to hold Alibaba for some time", yes, sure you are.
Pabrai should read the book . Range - David Epstein.
I know what im doing for the next hour
1st comment
why clone bufett? He's 90 years old. Focus on your specializations and you'll do just fine.
BABA... We are still accumulating
happy to hear :)
fifth comment-I will get the first sometimes！
Too many damn commercial breaks and advertisements. This is nonsense. Greed is bad
The codes of Buffett-Munger-Lilu-Peter Lynch:
(1+Gni)²/(1+Gci)
&
PEROCI Strategy.