Mohnish Pabrai Lecture at Boston College 

Distinguished Speaker Series | Professor Arvind Navaratnam | October 14, 2021.
00:00:00 Introduction
00:01:55 Competition is For Losers, Peter Thiel
00:08:17 Rain Industries
00:12:30 Monopolistic business models, Amazon and Google
00:17:05 Redoing the Spaghetti code, AWS in business
00:19:00 A Whale only gets harpooned only when it surfaces, Warren Buffett
00:19:52 AWS, cloning by Microsoft and Google
00:24:08 Monopolistic characteristics of giant Chinese tech companies
00:28:10 Tencent (under)reporting style
00:30:15 Naspers business model, Koos Bekker
00:40:50 Better capital allocation by Amazon and Tencent
00:43:30 Tencent business model
00:50:15 The bazooka Model of Pony Ma
00:57:25 How I became a value investor
01:02:17 Chinese tech giants and political risk
01:03:17 Dakshana Foundation’s Education Model
01:08:53 Evolution of my investing style
01:12:50 Mohnish’s investing framework on start-ups
01:17:22 Ali Baba
01:23:12 Competence and edge
01:24:45 Change in Investment strategy due to Covid
01:37:44 Application of NLP(Natural Language Processing) in investing
01:45:03 Up and comers in the investment sector
01:47:37 Quality of Management
01:50:25 Book recommendations
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