Mohnish Pabrai's Presentation and Q&A at Boston College and Harvard Business School on Oct 27, 2022

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Mohnish Pabrai's Presentation and Q&A at Boston College and Harvard Business School on Oct 27, 2022.
00:00:00 Introduction
00:02:16 The Uber Cannibals Investing Framework
00:27:30 Henry Singleton - The ultimate Uber Cannibal
00:36:56 The magic of buybacks
00:43:48 Investing in a high interest rate environment
00:46:58 Rules for philanthropy vs. capitalism
01:01:16 Figuring out intrinsic value
01:10:09 Creative destruction in capitalism
01:18:11 Mental models
01:22:27 Active vs. Passive Investment Management
01:25:54 Investing in global markets
01:44:08 Advice for students
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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2 июн 2024

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Комментарии : 74

@BradKaellner Год назад

Reupload because the slides weren't properly synched with audio, now fixed. Big takeaway: Henry Singleton was singularly focused on growing his own wealth through acquisitions and buybacks. Warren Buffett cared deeply about bringing his shareholders (partners) along for the ride.

@user-pl5zx4sp5c Год назад

I have explosive diarrhea. What do you recommend sir?

@user-pl5zx4sp5c Год назад

Mr. compounder i need a solution for my diarrhea. It smells horrible. Can i send you a sample ?

@user-pl5zx4sp5c Год назад

Please help me sir with my diarrhea.

@user-pl5zx4sp5c Год назад

My diarrhea is green and sticky. It smells like my shit mixed with dead fish. What is your diagnosis sir?

@user-pl5zx4sp5c Год назад

My diarrhea is horrible. I need your help sir. I heard you have a reputation for treating chronic diarrhea. Mr. compounder please help me. You have a special power. IMODIUM MAN!!!

@JC-ed9yi Год назад

It is crazy that we can get this every single year, thanks Mohnish.

@edwardbrown1781 Год назад

Thank you for posting this. I watched and learned a few things. It is humbling to listen to people who have real mastery of the subject. Sincerely appreciated.

@aristark559 Год назад

You are doing Gods work here. Please more content like this!!!!! finally a more deeper insight in how to evaluate a company. all videos before people asked the same questions, this is the first time, you took the initiative and prepared so much quality for the outside world. i can learn so much from this. thank you so much Monish

@ghalibkhan80 Год назад

yes, every year we wait for the presentation at Boston College

@ericchen1008 Год назад

Again big thank you master Mohnish. You explained buy back and Henry Singleton so clearly!

@mohlini1 Год назад

Thanks Mohnish lovely presentation as always. It be nice if you shared your wisdom with less fortunate educational institutions where the quality of teachers is substantially low. Just saying.... this is why the rich get richer.... its starts at these very institutions. Someone like you can make a huge difference to the less fortunate student who dont make it to these kinds of schools.... Just my thoughts...

@varunjain5789 Год назад

Always a treat to watch !!!!

@damansahni9039 Год назад

Thank you Arvind and Mohnish. Another set of benevolent insights from Mohnish. Arvind, Mohnish suggested that he'd leave the contract of the Industrial Psychologist with you. What is the best (least intrusive) way to receive that contact from you. Thank you.

@Mateo-zm2vo Год назад

Hi Mohnish hope you're doing great! Thanks a lot for all these marvellous learning opportunities to us mere mortals hehe. I think buying a better microphone would improve a lot the quality of the lectures, not just for us but also for the guys in the zoom meeting. I highly suggest it. Once again thanks a lot for your teachings and I wish you the best of luck

@dishantkumar77 Год назад

Thank you Sir! For such a real world great education..🙏

@LearningWithAnishSrinivas Год назад

Thank you Mohnish.

@davorsostaric Год назад

what happened? can you give us the link/contact for "owners manual"

@ConvergenceTrader Год назад

Love from Bihar,India 💛

@AlexanderDiArmani Год назад

The mic is not good. The voice keeps cutting off.

@diegoferrara7023 Год назад

i love this videos, but mr. Pabrai audio is always terrible... would be really nice to fix it :/

@HepCatJack 6 месяцев назад

At 20:43 "Need stable/growing business that is profitable. The business cannot be in decline" . I think not necessarily since Berkshire and Hathaway was a textile mill that was in decline. Buffett used the money still in that business to purchase shares of quality companies that were not in decline such as Geico. So instead of buying back its own shares, it bought other company's shares.

@PickingNuggets Год назад

Thank you Mohnish! Taking one percent of Apple per year is a sweet compensation 🍪💰

@yashagar4443 Год назад

Thanks a ton sir

@AndreHyperD Год назад

Does anyone know who, Mohnish is referring to that can assist with learning our “owners manual”? Any help would be great!

@tadakimasu Год назад

Sounds like a personality test. On search seems they ended it april 2022.

@susymay7831 Год назад

What do you think of investment bank Jefferies? How about LPX?

@sannayodedra8403 Год назад

War can we find this slide for download

@gurkamalkanwar5776 Год назад

Mohnish cuts off and cant hear him at times. I want to hear every word he says. :)

@suzygarry6251 8 месяцев назад

Yes,change the microphone please

@thomasrust6637 Год назад

Very interesting... Brookfield asset management isn't on the list

@IMSRGURJAR Год назад

Love you 💖

@rishabhnair3789 Год назад

Can someone explain what Multiple Expansion is in the equation at 5:50 What does it mean and how to calculate that

@user-oy4tv6de6s Год назад

I can't english well. I think Multiple expansion means How much up or down trailing PE annually. so it can calculation like this first year trailing PE * (Multiple Expansion) = last year trailing PE I don't know you can read haha. I hope you can understand.

@chibaxi1982 Год назад

@@user-oy4tv6de6s thank you so much for this. the calculation is correct. but is this the way to calcualte multiple expansion?

@user-oy4tv6de6s Год назад

Yes i just change multiple expansion mean as a formular.

@tadakimasu Год назад

@@chibaxi1982 How's it correct? If we take the NVR example: 9.7/12.1= 0.8 not 0.95 as shown on the slide

@honeyjain6655 Год назад

someone tell me, how did he got expansion in the formula!! NVR = 0.95 I didn't get it!

@MaynardP 8 месяцев назад

Expansion reflects the change to the PE multiple over the buyback timeframe. For NVR 0.95, it reflects the PE has declined by 5% over the buyback timeframe.

@shakeelabdal-karim6488 17 дней назад

Incredible. AN is getting into auto financing. Juicy.

@glennnielsen8054 Год назад

It will be interesting in the future to see if Turkey's industry will benefit from access to Russian natural gas.

@coachbrendan456 Год назад

34:46 list of cannibals (for future reference)

@dolevmazker736 Год назад

your content is very good, but you really need to fix your microphone when you speak. there are many times that you speak and I cant hear anything. Just buy a microphone and the podcasts will be much better understood. Thanks

@mayurmarathe9992 Год назад

Sir I want to work with you and want to learn a lot from you

@rishabhnair3789 Год назад

His entire video spoke about how he doesn’t want to work with anyone, and you come and say this?

@ReflectionOcean Год назад

Mohnish: you don't need to use a spreadsheet to evaluate a business. Do you keep a record of your decision?

@allanpickett9419 Год назад

The parking lot is the icing on the cake for a poor business.

@fmalexander5555 Год назад

Richart Heart made bigger returns than Mohnish - FACT ✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨

@indivisibleman8596 Год назад

uber cannibal? wtf?

@allanpickett9419 Год назад

When are you going to add a cannibal to your 13F?

@georgesotiriou7051 Год назад

Oh NVR... The legendary pick by charlie479.

@n0cturnalgamer Год назад

monish - can you take a look at SQM for us? I am making a fortune with this stock. earnings is going through the roof.

@menash07 Год назад

Pabrai is not a credible person in my opinion. He praises companies and relatively shortly afterwards exists the positions (Alibaba. Seritage, Shinoken just as examples). Now there is nothing wrong with changing your mind, but if you have the confidence to praise companies into heaven to your audience, you should know enough about them and not have to change your thesis every five minutes. If your own commitment ist so volatile, you should not praise these companies as if you have figured them out.

@rishabhnair3789 Год назад

just for research purposes, where do you track Pabrai's holdings or transactions ? Do you have a legitimate source?

@menash07 Год назад

@@rishabhnair3789 Dataroma

@menash07 Год назад

@@thanksforyouruploads all of these things are great but it is only an act. He is not truthful and deceived his investors and followers many times. Please go look up his returns during the last 10 years. 0 returns