Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.)

[@ArifAnsari-du4kq]

Listening this video is equivalent to reading many books on investment.

[@nslcap]

agree.... taking many things off the schedule as I type

[@MrMichaelsu]

Reminds me of my honeymoon.

[@vikeshyadav568]

Absolutely right

[@hienpham7951]

Q qq là qư em yêu anh qnhiều ra

[@songoku-jx3cb]

Thats the most amazing thing about investors like wb , charlie and mp They are so eager to giver knowledge In the entire video mohnish looked more happy and full of energy than every other person

[@gowrishankarkn6499]

What a lecture Mohnish. What I could not understand by reading The Intelligent Investor (100 pages) in one month I gained 10 years of knowledge about the Capital Markets in 1 hour. God Bless You sir. Just amazzzzzzzzzzzzzzzzing! I shall watch ALL of your videos. Thanks.

[@InvestingwithTom]

New Mohnish video! 🙏🙏

[@shankarnanda7756]

Oct 14-2019 sunteck realty - Rs 408.95 (up 15% from base) master card - $276.38 (up 36 % from base) Oct 14, 2020 Sunteck - Rs 255 MasterCard - $ 342 Oct 14, 2021 Sunteck - Rs 510 Master card - $ 345 I love reading your Dhandho Investor. Thanks 😊

[@naturelover4148]

Haha what happened now. Great businesses are always great investment in long term. MOHNISH IS A FRAUD!!!!!

[@RobertBrown-ke8zp]

So glad I came across your name in one of the Buffett-Munger Berkshire Hathaway annual meetings. You give me hope as a private investor.

[@ashwinthobbi]

Great talk Mohnish..If you do not hear Warren/Charlie every 5 minutes on an average in Mohnish's talk,you have to double check whether it is actually Mohnish who is talking or it is someone else :)..

[@bhushankhairnar4816]

I start my days with mohnish pabrai videos and it help me in buying undervalued stocks.. Thank mohnish..

[@divyjain123456]

Get a life

[@munishyadav456]

So desparate 😂

[@davidvest5628]

i never really bought into the hype surrounding algo trading a few years ago until last year. seeing how effortlessly my portfolio has been scaling since the last quarter, actually about $310k in growth, even with the current turbulence, i do not know why more people are not adopting this approach. with concepts like DCA and rebalancing all automated, it could not have been better. been helluva ride so far!

[@donafrancis8609]

interesting! I exited the market when the pandemic began and my stocks were at an all time low only to jump in and get stung once again. can you shed more light on this algo stuff. any form of guidance will be appreciated

[@davidvest5628]

@@donafrancis8609I've been using the latest version of the trending zipline trader software to trade algorithmically for almost 7 months. if you are a tech person, it could be a game changer if you can set it up

[@donafrancis8609]

@@davidvest5628 hey, i saw the project online right now. it's mostly computer codes. how do i use it?

[@davidvest5628]

@@donafrancis8609 there are applications running on the underlying zipline platform already. the trader I copy from uses one such. could be great for you. you just need to set up your trading accounts to be compatible with it

[@travismitchell4209]

@@davidvest5628 please can you share more info on the trader whose trades your account models after? i have used a similar service in e toro before but I did not like the consistency of the guy i was mirroring

[@Historyteacheraz]

Great video! Always learn something valuable when Mohnish talks. A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger is a good resource for new investors.

[@khafreahmose8768]

What he elucidated on starting at 1:01:20 was a real gem! I love his philosophy of constant improvement and evolving beyond the status quo of modern value investing.

[@harmonymary6167]

I have been investing in real estate for a while now and a lot of people talk about Cryptocurrency. Who else thinks this crypto trading is kinda easy but is way to nervous to start.

[@sritijha1187]

[@emilyava4505]

In a few months or no time people we definitely be kicking themselves regret for missing the opportunity to buy or invest in cryptocurrency.

[@AhmetTKuru-dj8nx]

>@@emilyava4505< I wanted to buy bitcoin and trade but I still can't grasp the entire concept.

[@deepaksuthar1358]

You don't need any one to teach you on how to invest your coins. You can make research on your own and start doing it yourself

[@ahmedziya3464]

You suggested trading on your own without guidance from an expert or professional. Huh! Laugh you, because you will remain where you are or make a lot of losses that would blow your account and loose all your money this has been.

[@sahildave5437]

This is an awesome session Mohnish. Learnt a lot of invaluable modern investing lessons.

[@alexinvests]

I love cloning. Thank you for being such a great teacher!

[@logicalthinking2472]

These guys are killing it! So smart questions!!

[@masterharshalshah]

yeah

[@FranceGaulGallia]

If they're smart they should not be investing in China 🤣

[@bereddy3780]

One of the best talk by Mr Mohnish...

[@rachit9232]

Update- (2.5.21) Mastercard- 382 🔼 51% Sunteck- 267🔽 25% 9 year left

[@gurudigitalmedia4144]

Update- (14.9.21) Mastercard- 348 Sunteck- 415 WORDS OF GOD CAN'T BE FALSE

[@PA-eo7fs]

Suntek is now 512 almost 100% up

[@TeachandVlogbyProfArgel]

@@PA-eo7fs haha lets see at the end

[@DiabloNemes]

Oct10,2022 Mastercard-290 usd Sunteck - 407.45 Rs

[@parthdubey429]

​@@DiabloNemes 283 - Suntech 376 - Mastercard 17 June 2023

[@qaisurrehman]

Thank you Monish, always looking forward for your new videos a lot of new learning as always, thanks,

[@stevenpaul4394]

Putting our time and effort in activities and investments that will yield a profitable return in the future is what we should be aiming for. Success depends on the actions or steps you take to achieve it.

[@robertmichael1764]

Starting early is the best way of getting ahead to build wealth, investing remains a priority. The stock market has plenty of opportunities to earn a decent payouts, with the right skills and proper understanding of how the market works.

[@edwardgeorge7422]

Binary trading is a good and reliable way of building wealth which also create opportunities for crypto Believers

[@andrewedward1127]

You see in trading cryptocurrency, one requires more than just a primary knowledge of crypto. It is best to trade with an expert to avoid unnecessary losses. It's advisable to have a professional trader/broker who is an expert in the field to help you manage your account.

[@johnscott1974]

I'm into Real Estate, but I took the decision to invest in the Crypto market and I have been getting good returns on my investments. The market is also an effective way to grow wealth.

[@johnwilliams3018]

After watching several KZbin tutorial videos about trading I am still making losses, please I seek for a better website

[@tinytales.productions]

It’s 4 years now. 6 nov 2022 Mastercard- 318.37 usd Vs Sunteck- 395.65rs (Guy is up right now)

[@ravisinghkushwaha]

Thank you sir 😊. It was a really great video. I was searching some stock news just after indian budget 2019 and got across this video. I have seen so many videos relating to investing but this one was really really good. I watched this without any break and learnt alot from this. I have met you in Delhi once and wish to meet you again. I am from the school you love the most, JNV 😍

[@qaisurrehman]

59:54 what? look the expression of the lady

[@MrFrozenDivine]

This is so valuable! Thank you Mr. Pabrai

[@loveanimals-0197]

01:11:30 This guy is the REAL MVP. Asking the right questions.

[@maskebhagyesh6860]

truee

[@User_not_found_403]

Would love to see a dashboard of all Monica's competitions. Such a great approach to life and investing.

[@VerHammerTime]

Mohnish, I am shamelessly cloning you. You are the modern graham/Buffett/munger. Cheers

[@chiawildy563]

Kindly look around. We all are. Welcome to the club. Cheers.

[@politibetjent]

I could listen to Monish all day long, seriously

[@animeshmehra8302]

Update- 07.05.2020 (Covid Effect) Mastercard ~$280 Suntek~ INR 161

[@yappydabbad9323]

Mohnish probably wishing he had stuck with guy on this bet

[@samarthpandey8483]

@@yappydabbad9323 the bet was for 2030 bro Wait

[@yappydabbad9323]

@@samarthpandey8483 I wouldn't be surprised if he sold it already

[@8866352208]

@@yappydabbad9323 still holding 8.8%

[@nematullahnowrozi3264]

Thank you for the speech Mohnish. Great talk and advice.

[@agarwaltaron]

Thanks very much for sharing all these precious details & insight 🙏🙏

[@dheerajshahdadpuri8340]

What an amazing lecture.. Thanks for such a great guidance.

[@masiffca]

Thanks Mohnish for the great insights. Interesting to note that an informed investor like Guy Spier can also fall into the trap of not knowing the difference between great business & a great investment (though I respect his investment philosophy: chasing high ROIC businesses).

[@SurajMondal-ey3pt]

Thank you sir for sharing your knowledge and making it free for us.

[@munishyadav456]

Honestly, it was just about time.

[@xdude57]

1. “Clear your calendar” is your key takeaway 2. Great investment is not the same as finding great business, price at which buy is more important 3. Bankers are charlatans who have no issues screwing the investors, for their underwriting fee for bond issue.:)

[@Cosmic_Angel-]

my bad, i dont understand why nothing on calendar? does we should hv any plan?

[@SMD.Shorts]

coke is paying 25 cents per share per quarter .....so thats not an issue thats not a mistake... That investement is paying him good dividends.

[@coconutjuice7777777]

He would have earned higher dividends in 10 year bonds probably.

[@andreasrnning2339]

@@coconutjuice7777777 yield on cost is different. He paid 1 billion for the coke shares.. Not 21 billion they are worth now.

[@coconutjuice7777777]

@@andreasrnning2339 Cost of an investment is irrelevant. What matters is opportunity cost. He would have made a lot more in bonds and then waiting for a better deal. He has literally said so himself.

[@andreasrnning2339]

@@coconutjuice7777777 I get your point, it would be more profitable but if he did that in 1988 he would probably had very little, but yes I get it 1999-2000 would be of course logical with 40 PE

[@coconutjuice7777777]

@@andreasrnning2339 That's my only point. KO was one of the best investments of all time in 1988 most significantly because of the size of the position.

[@ShivShankar-on1ll]

Wait is over...here is mohnish video for all who are curious to know how the world works

[@ramaparab5895]

HE IS FAR MORE BETTER AND POLITE THAN THAT JHUNJHUNWALA 😅😅

[@mourad_weider]

god bless you Mohnish greetings from Cairo

[@Gingerbreadaddict]

Awesome, thanks for posting.

[@sovereignruler]

The LBO went through for Rain Industries because the underwaters were focused on the cash flows. It's almost along the lines of buying commercial property(ies). The lenders will always focus more on the CFs b/c they're always looking to generate a return on the borrowed funds from its depositors. If the loan has a high probability of success, the lender will do the deal.

[@jerryfrancis7406]

Very blessed and humble thank you!

[@gannayyabommali5320]

Thanks, sir for sharing your knowledge. I felt you see through mind mostly, not with eyes.

[@VaibhavPavtekar]

Sir.. salute to your success and the way you explain.. have gone through many of videos, books but never had clarity till the date i watch this video..and just 1 hour 32 minutes made it so clear.. i m eger to see all videos now..

[@billagroup1]

Excellent value addition how to look at the future of the company... Great video worth watching....

[@leightonschmitt9794]

Love to see his bets with other investors. An update based on current pricing... Sunteck (Up 30%) VS Mastercard (Up 110%) with Guy Spier is currently ahead with 6 years left to go. Rain (Up 50% ) vs Motherson Sumi (Up 10%) with Mohnish currently ahead and 3 months left to go.

[@maheshchander2415]

A grt talk once again , Mr Mohnish .Excellent presentation on stock bets and nice insights into rain industries and sunteck realities.Thanks for the same .Are you takinga bet on kaveri seeds also?

[@Michael_NV]

I really love this brilliant guy.

[@Cloninginvesting]

Thank You Mohnish

[@luvkumar5106]

Thank you for giving great knowledge about investment. Please teach me personally.

[@ShabrishMenon]

Helps build some very good perspectives. Thanks Mohnish!

[@dhanamjayas]

Thank you for excellent lecture.

[@anujsaraswatvlog6480]

You are great thinker mohanish

[@kowshikrishna1580]

Thank you sir.... we got great knowledge

[@utsavparashar5104]

U r doing a great job. Thanks a lot!

[@shawmitchoudhary6480]

Sunteck realty to be honest is a huge gamble, real estate companies in India have the tendency to capitulate overnight especially ones in Mumbai and Delhi. Might possibly beat mastercard but the risk profile of both companies is poles apart.

[@tricepsbrachii]

What a great lecturer he is!

[@sza051]

eye opener.

[@Confidego]

Enjoyed every bit of it!

[@varadanparthasarathy1133]

Super Speach Ji

[@saravananj8042]

you can get materials to value stocks but if you want get how to value then you should be a followers(in pabrai's way Cloner)... and im yes...

[@ermrskm]

Thank you so much Sir.

[@extacon7097]

Thank you Sir for sharing this.🙏

[@ricardoromano3900]

The best investment one can do right now is investing on Forex trading though stocks are good but ever since I swapped to Forex, I've seen much difference.

[@elizabethjones9090]

This is the best time to in Forex based on the current status ans I have been making a lot through Forex trading which has been the main source of my income.

[@tommygrant8667]

@@elizabethjones9090 I want to move to Forex. Can you help me trade? I lost over 25k in stock trading.

[@elizabethjones9090]

@@tommygrant8667 Actually an expert broker handles my Forex investment while I invest in some real estate with the profit I make.

[@dominiquewalker2729]

@@elizabethjones9090 how can I get your broker? I'm interested trading with him I also lost so much in stock as well

[@elizabethjones9090]

@@dominiquewalker2729 He is a Lord in Forex. Sharing personal info is prohibited on KZbin. But I will drop his info under this comment you be fast to copy it.

[@l4k]

What a great talk Monish, you have a more advance view than other value investors, keep going.

[@masterharshalshah]

Wow, Superb. Modern approach

[@alphaindian2847]

Love and respect for u from India Sir 🇮🇳

[@parthdubey429]

Guy is winning by the way

[@AlexVoxel]

Mastercard seems to be making a killing of sunteck right now

[@Vapor2062002]

@1:00:50 great investments. Great section.

[@sam271183]

Brilliant talk Sir!

[@virupakshaprabhu7516]

Now many will go and invest in motherson sumi

[@hvac_airpurifier_airfiltration]

My Ideol .....Pabrai Sir

[@alextitaus]

Good training and free. Low risk high return😅

[@santanubhatt78]

This is so phenomenal

[@learnearninvest9917]

Thanks Mohnish ji

[@rsvp725835]

As always a great speaker and to the point

[@IndianRasoiByPoonam]

Great 😊

[@zubairanwar6899]

Just Amazing sir!!!! Your Story telling is just Awesome!!!!

[@benjamineno7837]

Every financial goal requires patience, dedication and consistent spirit knowing that investment is currently the most lucrative business in the world, both NFT, real estate and Crypto shares are really positively changing people's lives.

[@carljoester6851]

I'm thinking of investing in the crypto market but taking my time to figure out how the whole thing works.

[@luizpatrick7319]

Investing in crypto is very volatile and risky which is why most successful investors trade with professional brokers

[@priscillavanden5017]

I have been investing in crypto but have had a bumpy ride. How can I reach your broker? I will appreciate any tip or pointers

[@amyhayden8322]

I once tried trading myself but made more losses than profits. I wouldn't suggest it to anyone

[@yisuyisuyi4369]

Nothing beats engaging an expert in any trade, selfishness and greed has deterred many from doing this and they ended up running a huge loss

[@theusualyt]

youtube recommended video success \o/

[@GrowingRupee]

Thanks for sharing this information

[@SMD.Shorts]

Strong midcap stocks are only area of interest.

[@Angad_24]

Thanks

[@sarkarbalu]

Can anyone please tell me what is the name of the company pabrai addressed @28:25

[@FIRSTGLIT]

MAOTAI CHINESE LISTED COMPANY

[@sarkarbalu]

@@FIRSTGLIT thanks bro

[@MonsieurDee]

Damn mohnish... Chill on the ads 😭😭😭

[@aayushagrawal33]

Thanks a lot sir

[@ManishVerma-lm6vv]

This guy is amazing

[@shreenidhinayak2627]

At the end Mastercard made more returns , than sunteck. Sunteck is now 450₹ and master card is 400$.

[@88Nieznany88]

Well as of now, MasterCard is up 63% and sunteck is still at 37% up. We still have 8 years though. It's not as simple as trying to buy a stock that hasn't grown by thousands of % since first sale. Some companies stay at same price forever, some companies go bankrupt. Very interesting video though.

[@samuelkrakowski585]

He and Peter Lynch remind me of each other in the way the discuss the businesses they have made money on

[@ravik2725]

Thank you sir..

[@guharup]

Boss, great sense of humour

[@m-delfka3111]

What about your position at FCAu and MU?

[@handymanird1632]

Thanks a lot Sir. Very helpful. What were the reasons you decided not to invest in Motherson Sumi? Any potentially major risks or issues with the company?

[@shashanktiwari2972]

Very nice video👍👍

[@MeMyselfAndBob]

From May 2019 until May 2022: Mastercard: +35.87% Sunteck.NS: +0.09% Mastercard wins (for now...) (Never ignore Buffett's rules: a solid moat is a must!)

[@taysooheetaysoohee1648]

In business, 80 % of income come from 20% of customer, so keep the 20% of customer and remain in your core business if I strike power ball.

[@ak-qp6is]

I will check buffett munger berkshirehathway annual meeting and hope something will strike me to go on the investing pathway

[@Harshsingh-ud4pz]

Sir make more videos

[@yappydabbad9323]

yet the annual returns for the pabrai funds have been mediocre at best. So where is he going wrong?