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Chai with Pabrai


Mar 2, 2023

Mohnish Pabrai's Q&A Session with YPO Gold Nairobi in Kenya on October 11, 2022

(00:00:00) - Introduction

(00:03:15) - Buying Manhattan from the Native American Indians in 1626

(00:10:05) - My daughter's investment journey with compounding

(00:12:51) - Active vs. Passive Investing

(00:19:51) - Error rate in investing

(00:26:12) - Reysas

(00:29:41) - TAV Airports

(00:31:43) - Circle of competence

(00:35:45) - Macroeconomic factors

(00:39:51) - When to sell a stock

(00:44:11) - Intrinsic Value

(00:46:25) - Global investment opportunities

(00:54:06) - Too hard pile

(00:58:24) - TAV business model

(01:02:31) - Learning from mistakes

(01:07:20) - The Dakshana story