London Business School (LBS) MBA students Q&A with Mohnish Pabrai on May 19, 2021

[@siddg1463]

Every day Mohnish & Charlie Munger are around is a privilege for us. Please stay healthy Monish and live as long as Charlie. We will need your wisdom more than ever when Charlie is gone. Bless you both for sharing your wisdom; It is an honor to learn from you.

[@uv6306]

Very true

[@gauravthadanii]

charlie is gone now rip

[@asimd09]

I got more out of this than any other long winded discussions about company balance sheets and growing sectors analysis or such. What a simple way to guage a business. Just look at the moat and if it is getting bigger, stay invested. Thanks for this👏

[@paragnandha2883]

Can't get enough of these talks...much appreciated Mohnish! PN Valueinvestor

[@CompoundingEverything]

Happy to see a new video, I've really enjoyed making my way through your catalogue of events like these. Appreciate you uploading them!

[@Khizionic]

Thank you Mohnish, it’s always a pleasure.

[@wilfriedvomacka1783]

Thank you Mohnish for uploading you sessions on youtube. I am self-taught value investor and your youtube lectures gave me a lot of value!

[@MufasaRoyale]

Incredible that Mohnish was more polite than one or two of those students.. Some youths need to realise that they were asking questions to a legend.

[@loveanimals-0197]

STFU

[@baijuthomas3716]

The issue is when I was a student ,it was more rules based on what was in the books , what they don't tell you is mkts are more irrational than that which you can only learn when you put your own funds in or even look at tge front end .mkts humble you 😌 .

[@iamravjot]

Thanks for uploading Mohnish Sir, really a treat to listen to you, especially understanding Nick Sleep's investment philosophies from you.

[@dependra7]

Unbelievable value .. each minute can change your life for good so listen carefully. Thank you guys for asking great questions to the great.

[@BradKaellner]

I was half expecting Nick Sleep to drop by and share some insights on $ASC

[@chiragdarji1571]

at what timestamp does he say they are adding to the BABA position

[@BradKaellner]

@@chiragdarji1571 37:47

[@RudraSharmaCA]

@@BradKaellner haha I was about.to comment on this someone beat me to it.

[@coalec9445]

Hi Brad, do you mind linking where you found Nick Sleep's relation to $ASC? From watching your channel it seems as if you have a crystal ball into many institutional positions. Thanks

[@BradKaellner]

@@coalec9445 the book “Richer, Wiser, Happier” by William Green 📖

[@maheshchander2415]

Again a wonderful talk. Thanks Mohnish for the same.

[@KzLollapalooza]

Thank you for the quality video, this channel is a growing sanctuary for value investors.

[@alishertlebaldyyev]

Finally, GrafTech question was asked. Before COVID, there were so much talk of EAF as a bargain no-brainer investment. And in 2020 it was eliminated. And after that, nobody asked that question - "Why EAF was a sell?". Finally, somebody asked that. Thanks to Dev Chakraborty!

[@swapnillahane7242]

always nice to listen to Mohnish...pure wisdom

[@hamadbinmahfooz3736]

Thank you Monish for everything.

[@varunjain5789]

Excellent questions asked and the answers are always great !

[@SBK2480]

One correction to Mohnish: Duetsche Post DHL took a majority stake in Blue Dart and not Fedex. But amazing talk - thanks for posting these!

[@loveanimals-0197]

Of course, he's an idiot. Reads a bunch of self-help books and touts irrational stuff like Khanquest.

[@webentwicklungmitrobinspan6935]

Have fun listening to, greetings from Germany.

[@marcelschober4290]

Was geeeeht !! :D Monish bester Mann

[@abubakarfaruk2354]

Wow India's Land use act is top notch

[@WeLoveValue]

Another must watch. Thanks so much for sharing your videos !

[@chaitu2037]

Great talk as usual. On a side note, Rashid (the organizer) is going to go places.

[@Sternburger27]

THESE VIDEOS ARE AMAZING PLEASE MORE

[@gabisammut]

Amazing as always, thank you for your wisdom Mohnish ❤️

[@oilhand3691]

Mohnish knows something about Alibaba that he doesn't want to say. Watch him try to contain his excitement while dicussing it.

[@RustyCohle]

I'm sure he knows many things about BABA we don't.

[@MelonCapital]

Dude think about the IMF forecasts for GDP per capita some of these industry like Ecom could double in size

[@oilhand3691]

@@MelonCapital, that twinkle in his eye is about more than GDP.

[@MelonCapital]

@@oilhand3691 you cearly don't understand the company if you don't know why its a buy right now and its not just GDP its GDP per capita which is the average income of the each person their is no better company other then maybe tencent which will benefit in the huge increase over the next decade this will provide a larger tailwind then any other factor I mean just look at how many consumer based industry Alibaba disrupts it affects pretty much every part of a person's life in China though ecom, payment services, grocery, entertainment, media and more so with the IMF forecasts on GDP per capita such to reach 17K from 11K by FY2026 this will cause a huge increase in consumer spending which is also the CCP main focus right now as they try and move away from net exports this is the biggest opportunity by far for BABA this also doesn't included BABA B2B segments so yeah BABA could go parabolic over the next 5-10 years.

[@sayyedfarhan6396]

Just waiting for it Guru Ji

[@defguy319]

Mohnish is the only uncle I trust when it comes to money advice

[@chemacastro6844]

Lovely conversation and great investment transformation

[@LearningWithAnishSrinivas]

Thank you Mohnish.

[@mdahrabmalik6333]

Only youtube channel whose 1hr+ talk seems less than 10 mins.

[@suthomas7]

Its not possible for Pabrai to have made a profit on graftech, the lowest price at anytime in 2019 was $9.92, and he sold around $7, he needs to be more honest with his students.

[@homeintheozarks]

One investment commandment: Would Charlie buy this business?

[@SBK2480]

Another version: would i be happy to buy this business and be the lifetime owner?

[@YOUAREMOVINGUP]

Really interesting questions I have learnt a lot, thanks

[@l4k]

God, Monish. I love your videos and I’ve watched ALL of them, but please answer me, why that much advertisement in one video? You’d never done that before, it’s annoying.

[@alaeddinashour9598]

Life hack : bro, run the video to the end (fast forwardby draggingthe red play line to the end), then reply it, it will reply without adds

[@yuva]

KZbin sticks ads in whether you want it or not. It's a new policy. I doubt MP wants to make money from ads

[@milmac5052]

Monish has no control or nothing to do with those ads. It’s the ytube algorithm that decides how many and which ads to play.

[@sovereignruler]

Munger opened Buffett up to the idea that it's ok to pay up for an outstanding business with terrific economics working in its favor.

[@MAchannel2024]

Monish said....Buy great business by great management. Don't sweat the intrinsic value. Let's take GE or Boeing as an example. Both had at one time great management and great businesses. Both have not done well. How would we have known that over the year? What are the signs we need to see so that we don't make another GE or Boeing mistake. I think it is MUCH easier said than done.

[@AlvaroSG-p7n]

That's why you should check about the moat trend

[@krishpatel1787]

Another banger once again!! Thanks Pabrai

[@shreyaslahoti7542]

Insightful as always.

[@MAchannel2024]

Keep them coming Monish. Great insights..

[@antonshemiakin2088]

Monish, great thanks you for learning)

[@usd2868]

I find it very difficult to hold on to stocks Atleast 7 of my shortlisted has doubled since past year but my portfolio didn't 🦷🦷

[@Dwiz26]

Today has suddenly turned great

[@sanjibanichoudhury7517]

"The entrepreneur is not selling why are you selling"

[@WeLoveValue]

I like this one

[@John-ri2nu]

Does anyone know what the intro music is!?

[@josephtuang9775]

Great talk 👍

[@Aryol33]

Thank you Mohnish!

[@sanjibanichoudhury7517]

So rightly said about Mumbai. Such fucked up infra for a top city in the world

[@terrallcoscarelli7002]

Would u recommend buying something like QQQ over buying anyone of these individually?

[@terrallcoscarelli7002]

I’m 17 and I’ve been dca’ing in VOO and I’m thinking of starting to go 70% VOO 30% Nvidia or 60% VOO, 30% QQQ and 10% Nvidia

[@terrallcoscarelli7002]

Thanks so much I was able to find her page and I already leave her a message.

[@buellkhasimai8931]

I haven't seen much from this guy but my impression is he is one of the guys promoting hype. When it comes to individual stocks, I listen to a high quality analysis from Everything Money, Sven Carlin, and Monish Pabrai, just to name a few. Most of the KZbin gurus don't know what they are talking about, so finding good examples to follow is the first challenge. The second one is to not follow blindly because even the best investors will make some mistakes as they themselves admit and then thirdly I think you should consider working with an advisor too, like Teresa Jensen white. It will boost your learning process

[@ims7865]

thank you Mohnish

[@stefenwidokho9592]

can anyone tell me what is the title of nick sleep book recommendation? thanks alot

[@animitr86]

zen and the art of motorcycle maintenance

[@adityapatnaik6079]

Pabrai should read the book . Range - David Epstein.

[@simba1608]

"We're going to hold Alibaba for some time", yes, sure you are.

[@rituvruia]

Thank you

[@vidya014]

The codes of Buffett-Munger-Lilu-Peter Lynch: (1+Gni)²/(1+Gci) & PEROCI Strategy.

[@ashishpatel350]

great stuff

[@adealadejarerealestate]

why clone bufett? He's 90 years old. Focus on your specializations and you'll do just fine.

[@thewarrenbuffettspreadsheet]

Keep em coming!

[@ATSInvest]

Thanks Monish!

[@justinbeghly1435]

Lights Out was a good book

[@myaparker]

I know what im doing for the next hour

[@screemerbeemer]

BABA... We are still accumulating

[@WeLoveValue]

happy to hear :)

[@integratedmarketinglondon]

👍👍

[@Khizionic]

1st comment

[@georgeromero8462]

Too many damn commercial breaks and advertisements. This is nonsense. Greed is bad

[@xiaoyuyuan5661]

fifth comment-I will get the first sometimes！