Jan 31, 2023
Mohnish Pabrai's session with EO Gurgaon on January 10, 2023
(00:00:00) - Introduction
(00:04:15) - I'm a better investor because I'm a businessman. I'm a
better businessman because I'm an investor
(00:05:00) - Capitalism is creative destruction
(00:08:40) - Earnings reinvestment framework
(00:10:58) - The...
Jan 31, 2023
University of Oxford
Sponsored by the Oxford Alpha Fund
October 19, 2021
(00:00:00) - Introduction
(00:01:08) - Dhandho, Patels & Motels
(00:08:25) - Capitalism is Brutal (Peter Theil)
(00:10:42) - Business Monopolies
(00:17:51) - Reysaş in Turkey
(00:24:00) - Shorting
(00:27:51) - Managing one’s own...
Jan 30, 2023
Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value Investing
Professor Arvind Navaratnam
(00:00:00) - Introduction
(00:02:41) - Compounding is the 8th wonder of world
(00:14:12) - Wilson’s Coin Operated Company
(00:22:02) - Warren’s obsession about compounding
(00:24:38) - Rule of...
Jan 30, 2023
Doctors Investing Group Interviewer: Tom Dittrich February 16, 2022
(00:00:00) - Introduction
(00:01:31) - From Entrepreneur to Investor
(00:06:30) - Value Investing
(00:09:05) - Learning to find true value of a business
(00:12:32) - Diversified vs. Concentrated Portfolio
(00:14:54) - Shameless Cloning
(00:17:46)...
Jan 30, 2023
Professor Jiang Guohua’s Students
“Compounding with the Spawners”
(00:00:00) - Introduction
(00:04:41) - Choices for an investor
(00:09:58) - The Path to Multi-Baggers
(00:13:35) - Spawners
(00:30:40) - The $50 Billion Rule
(00:33:57) - Pabrai Spawning rules
(00:36:46) - Set it and forget it
(00:42:58) -...