Mohnish Pabrai’s Q&A at Mendoza College of Business - University of Notre Dame on September 29, 2023

Mohnish Pabrai’s Q&A at the Mendoza College of Business - University of Notre Dame on September 29, 2023.
00:00:00 Introduction
00:01:54 When to sell a stock; Amazon
00:08:58 Starting Pabrai Investment Funds
00:13:32 Berkshire's Twelve great decisions
00:16:22 Berkshire's Japanese investments
00:20:49 Identifying compounders
00:26:04 Charlie's mental models
00:27:40 Association tendency - Coca-Cola
00:29:30 Human reciprocation tendency
00:34:07 Cloning: Chipotle vs. Baja Fresh
00:38:03 Steve Rattner: Overhaul
00:45:04 Fiat Chrysler
00:47:22 NVR
00:49:42 Bridge vs. Investing
00:55:32 The Dakshana Foundation
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[@robwolfe6120]

Straight into the questions --- awesome treat for us who listen to every Mohnish interview and often get repetitive anecdotes in his lecture half of the lecture-then-questions format.

[@robertaronov3063]

What a great quality! Finally we get to see Mohnish in HD 😂

[@Andy43210]

I really love this interview. It feels like it's one of your most candid and also gives me a lot of confidence in the investing decisions I've been making. Your sense of humour really shines through in this one too. A huge thanks for sharing this Mohnish!

[@gavinmao5698]

Thank you for sharing this video! The host also did a wonderful job!

[@rudolflibert9235]

Thank You Mr. Pabrai fur such a motivational interview. Still up to day I've never heard You talking about what kind of music do You enjoy and listen on Your bike rides or so.

[@Cloninginvesting]

I love Mohnish for his story telling approach, makes things simple, understandable and non mysterious. He is my Investment Teacher and one day i will interview him on my podcast.

[@parthparth1246]

something new to learn every time....👏👏👏

[@Historyteacheraz]

Thank you Mohnish for sharing your wisdom. A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger is a good resource for new investors.

[@TheeFatPanda]

Thanks for sharing!

[@Cloninginvesting]

❤ Thank You

[@theusualyt]

fantastic, cheers

[@dishantkumar77]

Thank you Sir 🙏

[@derk4232]

The first thing I bought right out of college was Netflix just because I knew so many people that used it. Worked out very well for me for how little I knew about investing, other than all my peers use this and older people haven’t started to use it yet.

[@AuditorInvestor]

Another one - let's go!

[@garrisonsimon]

Mohnish this video was great.

[@MC-gj8fg]

I've played hold em for 20 years and enjoy it for it's similarities to proper real life decision making. I've never played bridge and am completely unfamiliar with the game, but I am curious about how it compares to poker.

[@kiranmcs1]

Is there any journal or letters these super investors share why they are invested in a particular business?

[@Dfm_Sushil]

Hi sir Happy Dipawali ❤️. Watching from Nepal. I like you a lot sir.

[@PopeyeSailor-wz7ew]

It would've been nice for there to be a bank Czar that overhauled the bank bonuses in 2009.

[@ashishmantri3684]

Mohnish i think the people interviewing you shud ask why you have sold out of brookfield corporation when churck ackre is still holding it. Why has ur view changed and even micron . It would be great if you discuss them. Although ur voice is sage like and very calm to listen to , they need to ask the real business rather than the same age old questions

[@Cloninginvesting]

Good point ….

[@PopeyeSailor-wz7ew]

U might want to go to his podcast "Chai with Pabrai" to interact with him.

[@abhinavdixit2819]

He’s a looser

[@BnibroC69]

The simple answer is because he sees more current potential in his current holdings

[@stevem6942]

I’m happy to answer those for you!

[@FoodForestBrad]

We're back baby!

[@dilpickel22]

Hahaha the nvr model is so funny made me laugh!

[@markymarv13]

best moustache in the business

[@rossnaik3680]

Why nobody has asked you about ur asset allocation % example how much in debt, equity, gold and i know ur not into crypto

[@rossnaik3680]

I m the 1st

[@simba1608]

Mohnish sir what is your next play? What stock should I buy for quick profit?

[@HepCatJack]

The Egg McMuffin has been cloned by Tim Horton's, A.L Van Houtte and Starbucks.

[@JustInvestToday]

It took a while lol

[@JustInvestToday]

I am not a cloner, i am a shameless cloner!

[@sushilsharma5577]

This mohnish only parrots back what buffet does. So tomorrow if warren plays basketball then mohnish will say ‘play basketball to become a better investor’

[@jminter]

Is it me or this guy is just really overrated

[@PopeyeSailor-wz7ew]

I think the weird u are looking for us "Shameless". And yes, he is shameless.

[@kk-pi4hj]

when do Mohnish Pabrai stops kissing ass and does something on his own?