Dec 10, 2025
Mohnish Pabrai’s Fireside chat with Ben Graham Centre at the 5th
European Value Investing Conference on October 14, 2025.
(00:00:00) - Introduction
(00:00:58) - Cloning is
the best mental model
(00:02:14) - Human aversion to cloning
(00:04:00) - Simplicity: Highest level of intellect
(00:05:35) - Cloning the Buffett Partnerships
(00:09:38) - Learnings from Buffett and Munger: Portfolio
concentration
(00:14:49) - Asymmetry in investing: Amazon
(00:16:41) - Power vs. Force: David Hawkins
(00:21:26) - The Dakshana Foundation: Cloned from Super 30
(00:27:06) - Success rate of the Dakshana Foundation
(00:29:36) - If you can happily watch paint dry, you can be a good
investor!
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