56:00 Sugar issue

My dear Mohnish, I'm glad whenever you post something new, to have an opportunity to spend some time listening to you! Have you achieved your goal for Dakshana students at 2020, or overshot it??

Hatsoff to you. The greatest gift one can give to another human being is education

❤

I wonder what Warren Buffet's idea of "not enough to do nothing" is. I mean, the guy has over 140 billion. A middle class couple could go 40 years without working on 5 mil and never run out of money even if they only manage a very mediocre rate of return, so let's put the cap on what Mr Buffet is going to leave an heir at 4 million. That's one hell of a ratio between his net worth and 4 million. So much so that my calculator began to smoke. An heir is to receive 1/35,000ths of his portfolio?

Love these old ones.

Thank you for sharing Mohnish 🙂

Shortest video uploaded by Mohnish

Thank you for sharing Mohnish 🎉

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Thanks for insights.... You do not speak about your current holdings but after selling the stocks, In your new lectures you should share your thoughts on why you sold the stocks and bought in the first place.... That will give us new perspectives

Mohnish, you showed us a path to a meaningful life. I learnt much from your book "Dhandho Investor" and interviews/podcasts. Kudos to you, and thanks for being a wonderful person and educator.

日本語字幕をつけて欲しいです

In Edelweiss, Why have you sold most of your shares..?

Lots of love Sir❤🙏 .... Rahul Singh

Great job Monish! I appreciated the information you shared. Definitely love Chipotle!

I think Technical analysis combined with value investing is a great way to get best price .. I like the Stanley Drunkenmiller school in the case of entry ..

Warren is Excellent at buying companies in the Private Markets that created the cashflow to then buy a few companies In The public Markets .. so it’s more like 12 ideas in the public markets and a bunch in the private Markets .. don’t seems

If life would be boring not having to get out of a deep well.. lets stay boring lol

on the met coal Mr.Pabrai I follow your principle. As of today 6th September 2024 the stock is stumbling, it seems that mister market is very skyzophrene. However the long term macro hasn’t changed. Needs for coking coal for the world on yearly basis until 2050 roughly 1BT/year. Market is not yet at full speed but steel is steel and it is a vital element of our civilization. Due to ESG concerns it would be almost impossible to get new permits for new mines, Australia is unreliable and royalties have been added on top of all of that. The more we move into the years the less met coal we have so scarcity applies. On the micro for Alpha Met (and this applies for all robust met coal companies) FCF at peak was 1B$ as we are in a downturn period with China in uncertainty mode for now FCF should be around 300/400 millions $ per year for the next 4 to 5 years. We can expect if mister market is very shortsighted to potentially get to 50$ a share by 2028 ish. Alpha might see a massive opportunity to buy a massive amount of shares in that period. Then China will recover and will be in battle with India to get the best coking coal with the best logistics, quality etc… then mister market wakes up and see what the heck we have a company with a FCF yield of about 40% what is going here I want to put that down to the 10 years treasury bond value yield of about 5% and the recovery starts….we end up for those who are very patient and long term investor with a 30% to 50% annual compound on 8 to 10 years….what about that?

Happy teachers day Sirji

Is this his actual channel. I need help on how to find my circle of competance

Why is it edited with his head moving like s robot

What is the best way for someone from a low income to grow wealth. Would it be better to look at India markets or outside India?

what a great content! 👏👏👏

That part at about 15 minutes in where Mohnish is talking about the compounding, should be made into a short. That hits home when he talks about an 18-year-old saving a thousand, that will compound into a million by the time the 18-year-old turns 70. Priceless.

Nice cessation Sirji

Dear Mohnishji, When Rakeshji, went from 5% to 11% in Titan stock at a price of 20 times relatively to previous buy, Can u explain what metrics to be noted to do that kind of Top-up at that times of price and with what mindset one should approach the stock when such cases arises...Thank you...

Was this a bet before reading the Nomad Letter?

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Absolutely incredible! Such a delight to watch

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Work! Now that is a positively disgusting four letter word

Not only do we need a long runway, so do good investments.

Investing in a chocolate company enabled him to See.

43:32 - Serious flaw in logic. Not sure what people are those giving their hard-earned money to a loser like this. No one in the world can guesstimate 50 years of cash flow like that. It's just common sense. Unfortunately, common sense is not as common among peddlers like Pabrai.

Amazing

Always a pleasure to listen to monish ❤

ChatGPT can easily write a 3-paragraph essay on why you'd buy a house for 3x what it's worth 🤣

Sorry, what company is expected to produce 1b in cashflows per year, does buybacks and traded for 2b last year? AMR or ARCH only produced that kind of cashflow at the lunatic coal prices we saw in 2022. Average cashflows are not even half of that

If you look at JD's current situation: Cash and equivalents of 11.6b plus short-term investments of 16.2b minus 5.2b in total debt: $14.4/share. FY23 free cashflow: 7.2b Net cash + 2.5 years of free cashflow equals the entire 40b market cap. This is not too different from IPSCO, is it?

Mohnish bhai, you can invest in Turkey, but people outside the US are not allowed to invest in your funds!🙃

Wants to make India fund Ergodan. While making money is good, using your money to promote Kashmiri terrorist which Turkey funds is ridiculous.

Monish pls consider public equities in the Philippine as your next great investment opportunity. Current PE ratio is 11. GDP projected growth CAGR is 6%. All time low valuation.

What an incredible lesson.

Huge 🎉🎉🎉Thanks for the invaluable Investing principles, strategies, techniques & tactics you've shared in your KZbin channel. You are an inspiration to amateur investor like me. God bless you and your entire Family.

Dear Mohnish Pabrai Backgammon is Not only Luck! We have world champions for a reason :))

I really liked the musical introduction❤

How did you generate this list?

Great session Sir