Jul 12, 2023
Mohnish Pabrai's Presentation and Q&A at MDI, Gurgaon on December 22, 2015.
(00:00:00) - Introduction
(00:04:43) - The Motors bubble - 1921
(00:06:56) - The Tronics bubble - 1959-62
(00:08:23) - The Dot com bubble - 1997-2000
(00:16:10) - The 1973-74 Nifty-Fifty crash
(00:19:00) - Tesla vs. GM
(00:21:07) - Netflix vs. Micron
(00:26:11) - Go Pro
(00:33:04) - Creation of stock market bubbles
(00:55:01) - Super 30: Anand Kumar
(01:00:34) - The Dakshana Foundation
(01:05:39) - Warren's Too Hard Pile
(01:07:52) - John Arrillaga's small circle of competence
(01:09:15) - My daughter's introduction to compounding
(01:16:22) - Tom Gayner
(01:19:56) - Microcap vs. Large cap
(01:25:06) - Focus on micro than macro
(01:35:04) - Portfolio concentration