Mohnish Pabrai’s Q&A Session with students at William & Mary College on November 8, 2022

[@gedankentanken1759]

With all due respect, after every question I can stop the video and answer what Monish will say. Why don’t interviewers make proper research and ask questions that have never been asked before? I mean this the highest respect! Sir Monish i am your biggest fan and a value investor since 12 years following you like you did Buffett. Please let me interview you 😊

[@WayneHan]

Hi, It seemed every well known value investor had bad relationship with their spouse, they either had a divorce or had a weird attitude (Ben), Pabrai mentioned his divorce is guided by Munger in a quick and peace way) my question is had they ever comment on this and what could prevent the bad ending? You had watched enough Pabrai video, could you help me find did he ever mentioned on this subject or direct me what he might say on this? thanks

[@BradKaellner]

Get in line Gedanken 🤣

[@mohnish_pabrai_youtube]

@mohnish_pabrai_youtube

[@HepCatJack]

@@WayneHan via the Munger method of always inversing: marriage is the number one cause of divorce.

[@WayneHan]

@@HepCatJack hahaha, then the question become "why he and Mohnish choose to marry again"

[@DavidMM255]

I've watched every single video Mohnish has posted during his career, I never miss one. There are always two or three gold nuggets even if part of the message has already been said in other talks. From this talk my favorite points were the stoic teachings of Marcus Aurelius (Adversity is a blessing), expressing that Micron is not the biggest conviction position in his portfolio, the long-term mentality of an investor having the same framework as the owner of the business and the non-stop learning mentally Warren Buffett has had throughout his career.

[@agarwaltaron]

Sir , You are so very humble ... You made your audience feel that you have unlimited time allocated for these talks .. 🙏🙏

[@mohnish_pabrai_youtube]

@mohnish_pabrai_youtube

[@Caiogasp]

Some very interesting points here. I personally like when Mohhish says that you don’t need Excel to know if that is a good or bad business. And if the numbers make sense. Thanks heaps for the words.

[@mohnish_pabrai_youtube]

@mohnish_pabrai_youtube

[@BradKaellner]

To encounter misfortune, and overcome it, is good fortune -Marcus Aurelius

[@LearningWithAnishSrinivas]

Thank you Mohnish.

[@Cloninginvesting]

Thank you Mohnish and team 🙏

[@fplbrunoo858]

We need Mohnish to talk to us about BAM

[@RafitoMembroza]

23:35 "In investing you should be able to do the math on your head. If you need a complex Excel or DCF model to tell you that something is a good investment, then it's not a good investment" - Great advice.

[@wasapme0267]

💓💓💓✍🏾✍🏿✍🏿✍🏿✍🏿✍🏿,

[@linexpocopoco640]

Thank you Mohnish for sharing.

[@ConvergenceTrader]

Love from Bihar, India 💛

[@fiscusbenjamina]

These guys had one of the greats in the room and they blew it. What a missed opportunity.

[@susymay7831]

Taiwan Semiconductor... what a moat! I would not mind owning both MU and TSM for the next twenty years.

[@jasoncloner]

some nice original questions. good job

[@jonbartel8257]

Those photos on the back wall are great!

[@wasapme0267]

💓💓💓✍🏾✍🏿✍🏿✍🏿✍🏿✍🏿,

[@jeremynewell9903]

It is an honor be a fly on your wall

[@beeej4681]

thank you for sharing your thoughts mohnish!!!

[@mohnish_pabrai_youtube]

@mohnish_pabrai_youtube

[@mohnish_pabrai_youtube]

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[@brijbhatt2113]

As always, loved it ❤. Jai ho 🙏

[@ibraamfahmy7533]

You’re the best Mohnish

[@kavalnis]

Great talk!

[@yappydabbad9323]

Is Pabrai still invested in tencent through prosus?

[@tkmnus2023]

Monish seems be inclined towards demand-supply driven business, as previous examples of oil tanker business. These physical economy assets such as warehouses and distribution, automotive dealerships and parts, airports, coal mines, bottling plants, could indeed have a real value advantage with the high valuations of internet economy businesses, such as Apple, where the real tangible assets and equity are lacking. An issue once raised by charlie munger too, what happens when something adverse happens. What book value is left? and most shares are bought back and most earnings distributed as dividends. The moats could be disrupted, trees dont keep growing to the skies and topple without strong roots. Almost all businesses diminish some time or another. Jumping over many 1 foot hurdles may be good enough.

[@tansa19]

Pranaam hukm

[@jameso3953]

He praised Tencent and sold it a week later.

[@user-bk2ns2xk6n]

Can someone summarize please? :D

[@loremipsum3625]

Thank you for your misdom, Mr. Pabrai. 🙏

[@mikeb6476]

Why such elementary questions people? Ask the guy about past decisions. Such as the krbl saga, Iex exchange decision to buy, why hold Sunteck for sooo long?

[@iirgendsonTyp]

Cant understand the questions 😆

[@amishshah175]

Micron took a dump today.

[@wasapme0267]

💓💓💓✍🏾✍🏿✍🏿✍🏿✍🏿✍🏿,

[@kyk2001]

How dumb to have a time constraint when Pabrai willing to keep going..

[@mohlini1]

Unbelievable, u have a chance to listen to a great investor like Mohnish and you have the nerve to show up late! the young generation is just so cringy!!!

[@jackassdamo]

what up with your BABA, Tencent, META journeyman ? easy double still ? hahah

[@pornstarpat]

Meta is easier double from this point now.

[@gedankentanken1759]

The investment horizon is 10 years didn’t u listen ?

[@jackassdamo]

@@gedankentanken1759 never trust this indian guy, he cut his losses and move to another stock and calling this n that, hes a trader with the mindset of value something (i heard)

[@gedankentanken1759]

@@jackassdamo U have no idea this man is a hero and the reason i am free

[@jackassdamo]

@@gedankentanken1759 the real hero is WB, CM, no this guy to be honest, hes a swing trader with stoploss 😂

[@py8130]

These guys obviously did not bother to read or watch Mohnish's previous interviews. Instead, they just kept asking the same questions that had been asked many times before. Mohnish was probably bored, and might as well just record all the answers and use an audio player to selectively play it out to the audience next time. 🤣😵‍💫🤡

[@mohnish_pabrai_youtube]

You can reach to me want to invest on telegram

[@mohnish_pabrai_youtube]

@mohnish_pabrai_youtube