Question & Answer session with Mohnish Pabrai from Aug 2 2021

I think it is no secret that I am a big fan of Mohnish Pabrai. I recently also mentioned that his Chapter in William Green’s Richer, Wiser, Happier book was one of my reading highlights this year. Today I came across Mohnish Pabrai’s question and answer session on Investing on youtube and figured I’d share it with you guys as well.

Long story short here is the video :

You can find the parts you’re most interested about by clicking the timeline links below! I recently made a post about the Risk of Investing in Alibaba Stock at the moment so the part about Chinese Tech Regulations was extremely interesting to me

Host: Itai Parnes August 2nd, 2021
00:00 Introduction
01:26 Mechanical screen
02:26 Spawning – Indian Energy Exchange vs. Tencent vs. Berkshire Hathaway
04:15 Dividends vs. Buyback vs. Acquisitions
11:34 Chinese Big Tech Regulation
12:27 For-profit education in India and China
18:36 Payment systems in USA vs. other countries
22:15 Great Business Models; Monopolie; Coca Cola Bottlers
25:25 Setting absolute targets
27:24 Compound at 50% Per Year
29:46 Warren Buffett’s childhood; Moody’s manual
32:50 Berkshire Hathaway annual meetings
36:26 Upanishad Quote
40:34 Starting a Fund; Raising Capital
46:52 Stellantis; Exor; Ferrari
47:55 Nick Sleep – Zen and the Art of Motorcycle Maintenance
50:21 Sunteck Realty vs. Mastercard
51:30 Zen and the Art of Motorcycle Maintenance
49:50 Books about startup founders and CEOs