Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024

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Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024.
00:00:00 Introduction
00:02:50 Circle the Wagons
00:08:15 Intrinsic Value vs. Owners' Intrinsic Value
00:16:44 Starbucks
00:17:31 Ken Langone: Home Depot
00:20:10 Berkshire's 12 best decisions in 58 years; See's Candies vs Coca Cola
00:27:19 Evaluating the management team
00:32:20 Advice for young investors
00:33:45 My educational journey
00:38:16 Memories of Charlie
00:43:21 Learnings from Charlie Munger
00:45:51 Cloning is the best model; Chipotle
00:49:21 Heads I win; Tails I don't lose much
00:51:43 CONSOL Energy vs. IPSCO
00:56:57 Value investing
00:59:02 Impact of macro-economic factors
01:01:10 Passing on value system to your kids
01:04:58 Loss aversion: Minimizing risk
01:07:32 Debt-free businesses are best
01:10:29 Index investing
01:11:52 Cryptocurrency
01:12:46 Knowledge is cumulative
The contents of this website 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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30 июн 2024

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Комментарии : 79

@parzinirani7297 6 часов назад

He is a truly genuine, calm and humble guy. Lots to learn from such beings. Very articulate and at peace with himself.

@lunchinvesting 10 дней назад

Thank you for sharing Mohnish 🥳

@InvestingEasy_ 10 дней назад

thanks for uploading this. wonderful interview

@Ashwinkumarkurre 10 дней назад

Wow..the honesty..the clarity of thought. Learnt a lot guruji🙏

@GneissSchistBro 9 дней назад

@mohnishpabrai 53:10 Love all your interviews, Mr. Pabrai! Thank you for all that you do to share your philosophy. In the Q&A session here you mentioned that Chipotle had no clones yet. While that may be true in terms of size, I believe that Chipotle is actually a clone of a smaller chain Freebirds World Burrito. I’d be fascinated to know if you think Chipotle actually benefitted from being a highly motivated (and likely well heeled) second mover rather than a true innovator. Thank you!

@berliozz85 9 дней назад

A great video this time. There were a few slightly new things.

@JayPatel-sp2pe 3 дня назад

It would be great if you would do a talk about ideas or investments that didn't work out for you. I believe that would also hold lot of insights for everybody to learn from.

@AuditorInvestor 8 дней назад

Good talk, thanks - not the same things repeated.

@siddheshpatwardhan4920 8 дней назад

I want the same things repeated

@arthurchinbendanillo5492 9 дней назад

THANK YOU MOHNISH PABRAI.

@cherylhills3227 7 дней назад

Investing in this economy is a hell at times for the average person that wants full control of their finances. Even investing in ETF stocks can be risky.

@georgeearling905 7 дней назад

I gotta admit. I took a hit in the profit department with my stock moves. But every red chart has a chance of turning green.

@wehrine 7 дней назад

The question to be asked at times is not if the government or the economy is responsible for the sudden dramatic shifts in the economy but if we are taking the necessary measures to avoid making losses no matter the situation even if the payroll is not in your favor.

@rodgertim2881 7 дней назад

what measure would you consider then to better stock investments? What you should be thinking about is where you’re gonna put the money you have in your bank.

@ericbergman7546 7 дней назад

At times not just creating smart investments but buying assets can improve your profit margins in the long run.

@AliciaCrone 7 дней назад

One of my major problems with a decentralized system is that governments did not want it. Not that it's was not possible but it was just unlikely, I personally believe the government began to bring the hammer down on Bitcoin, because it attacks their ability to mismanage the currency, now it's a different story.

@raskelnik 9 дней назад

Hi Monish: Interesting talk, you might want to look at Karl Marx's distinction between use value and exchange value.

@XOPOIIIO 9 дней назад

Bill Ackman said that Chipotle can't be cloned, don't remember the rational, but something about their relationships with farmers or supply chain, like the unbreakable moat.

@scab14 10 дней назад

Love his book dhando investor. He’s so clear and smart

@menash07 10 дней назад

The book actually sucked

@Antonio-dp9tf 9 дней назад

Perfect

@UmeshCEO 10 дней назад

Right question was asked by the team... atlast an hungry team to learn.

@neutralname404 9 дней назад

30:00 Thanks Mohnish, I remember this conversation, you mentioned this university student edge to a Black girl in an online session you had a few months ago

@b.r.8528 8 дней назад

Does anyone have a link to the Ken Langone interview he talks about?

@harrisonhonor День назад

Its on “invest like the best” with patrick oshaunessy

@b.r.8528 День назад

@@harrisonhonor Thanks, will look it up. Appreciate the tip.

@johndough2362 6 дней назад

The first 25-30 minute intro is very deep. Not sure many can appreciate it. Mohnish is incredibly generous as usual. Thank you.

@ChetanPatil-tp9on 9 дней назад

Where can i find Charlie's movie.

@providencez9496 7 дней назад

I think his talking about the one that was shown on Bershire Hathaway annual meeting.

@Cloninginvesting 10 дней назад

🙏🤝❤

@NeCoNLive 7 часов назад

Long live cloning!

@user-su7dn9kn3s 4 дня назад

baba crushed this dude

@abdullahmuzaffar7486 6 дней назад

I didn't understand the fools part. What did he really mean by that?

@ashuvssut23 5 дней назад

A funds manager is a human and can make mistakes just like retail investors. But retail investors can choose a good fund manager by a few metrics (for example using "Rolling returns" metrics for choosing Mutual funds). Those retail investors who choose fund managers wisely are SMART investors. So, suppose your friend is starting a new hedge fund with 0 metrics to support his claim that he will manage your money wisely, and you being a retail investor gave your money to him by believing your friend's words... Then essentially you r the fool here because you chose your fund manager based on trust and not due diligence and research

@bebobop123 8 дней назад

I know Coke has become very powerful but I'm wondering how their brand has been impacted by supporting Israel. I know a lot of countries have boycotted Starbucks McDonald's and Coke. I imagine things won't look good in the long run If this trend continues

@user-pl5zx4sp5c 4 дня назад

I am stunned by the perfection of the moderator’s english.

@texaswoody1 3 дня назад

Are you kidding. Her English is horrid. Almost unintelligible, and this is in the states, where she has students listening to her. Not China. The school should've picked a more fluent moderator. Must be a DEI thing.

@texaswoody1 3 дня назад

@samiabdullah5437 4 дня назад

I wish I could have lunch with Mr. Mohnish Pabrai!

@Rohit_Sharma- 10 дней назад

From last 2 days , multiple videos are getting uploaded and getting deleted as soon as I click on them ....please clarify when you will be uploading like before on regular basis ?

@Pursuit-ofhappyness 9 дней назад

There was one video of him that got deleted talking to school students !!!

@LiamConnolly8 9 дней назад

Thungela Resources limited

@benpressman4752 8 дней назад

What is hanging around his neck? Is that a camera or something?

@sillyhead5 7 дней назад

28:07 Wait a minute, wasn't the CEO of Coca Cola at the time Warren Buffett's neighbor or something?

@amirjon 6 дней назад

The President. Don Keough. But he never smoke to Don about his investment and when done saw the a broker in the midwest was buying a TON of their stock, he called up his old neighbour and asked warren if it was him. Warren said yes, but to keep it hush because he wasn't done buying.

@user-pl5zx4sp5c 9 дней назад

The chinese moderator speaks perfect english. So perfect.

@amirjon 5 дней назад

"I have want to ask you how many of you are value investors?"...the interviewer is absolutely clueless...

@LalaPala-ml2or 9 дней назад

They couldnt choose a moderator with worse english, could they?

@b.r.8528 8 дней назад

Her English is perfectly fine. She just has a bit of a Chinese accent. God, how racist can you be?

@user-pl5zx4sp5c 9 дней назад

Mohnish usually has very severe diarrhea. Sometimes he sprays his diarrhea as a defense mechanism.

@menash07 10 дней назад

Mohnish is a RU-vid personality. Not a real investor. The ulterior motive is publicity.

@mason-jones 9 дней назад

Oh please show your multi hundred million dollar portfolio as well pls

@menash07 9 дней назад

Just watch his videos. No real content. Same information over and over

@JY88168 9 дней назад

He's not here to gain popularity or fame, if you read enough about him you should know. His messages are always the same b/c he's not a content creator and he's here to share his wisdom on life and investments. Investing philosophy is concise, simple, and consistent; it's been like that from Warren and Charlie to people like Mohnish

@cryptogoth 9 дней назад

The greatest investors align all incentives. If he is a great steward of capital, becoming more famous than TikTok finfluencers, with his audited track record and common sense, is a public service. He will attract long-term minded investors who know they can trust him and agree with his ideas from watching all his videos saying a stable, consistent message over 20 years. Do you want your college fund managed by someone who is pumping a different cryptocurrency every week? You may argue that Mohnish tries to monetize his friendship with Charlie Munger and Warren Buffett, when in fact Charlie and Warren brag on Mohnish publicly and say, more investment managers should adopt his fair fee structure. You can say that he shamelessly advertises his non-profit Dakshana just to show what a great guy he is. At the same time it is the most capital-efficient way in the world to help smart, energetic students out of poverty, and puts all American charities to shame.