Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014 episode artwork

EPISODE · Sep 14, 2023 · 1H 14M

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014

from Chai with Pabrai

Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014 (00:00:00) - Introduction (00:03:28) - Starting Pabrai Investment Fund (00:05:01) - Dakshana Foundation; the 2% model (00:12:42) - Dhandho Holdings (00:14:06) - Insurance vs. Investing (00:20:31) - Buying Iowa farm land (00:30:07) - Volatility: An advantage for auction driven markets (00:33:02) - When to sell a stock (00:39:14) - Munger: "I always had someone to discuss my investment ideas with." (00:43:51) - Hero MotoCorp (00:48:51) - Opportunity cost of sitting on cash (00:53:37) - Investing in India (00:56:22) - The Dakshana journey (01:12:15) - Impact of value investing on personal life

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Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 26, 2014

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