Mohnish Pabrai Lecture at Univ. of California, Irvine (UCI), May 24, 2016

[@kouzelisantonios]

Watching all your talks in the order they appeared and really enjoying it 🙏 thanks

[@sidharthtripathi461]

Everytime I watch Mr. Pabrai's video, I learn something new. Such an inspiration. Thank you Sir.

[@taasomafata3197]

S

[@ganeshshete3724]

Three traits of WB & Charlie that Peter Kaufman talked abput - i) Extreme Patience- Naturally, blissfully, guy who loves the paint try , ii) Extreme decisiveness, when the opportunity shows up & iii) Being different, not worried about what people think about you & no stress about it. Wonderful! I so agree, but couldn`t practice.

[@anishsharma2038]

I find some people trashing Mohnish and others.Such people if not courteous enough to appreciate a person's efforts and generosity should at least have some dignity and not try to insult someone hiding behind the veneer of anonymity.

[@anishsharma2038]

As for annual reports only investors are entitled for those,you or me have no right to have access. Should come as common sense.

[@moheuddin_sehab]

@@anishsharma2038 what? You can pretty much find anything on the internet

[@girirajsinhzala1740]

😅😅😅😢ll

[@karthikeyansomasundaram1422]

Pabrai literally stood more than 2 hours for this presentation.

[@grantguy8933]

Without drinking a single drop of coke the same time.

[@MovieGasm]

You haven’t stood on your feet for 2 hours? It isn’t difficult. Lol.

[@DiabloNemes]

@@grantguy8933 🤣🤣🤣🤣

[@TheDaxGuy87502]

​@@MovieGasmit isn't that convenient or easy too

[@evanwilliamson3602]

And now in 2022, Coca Cola own Costa, a coffee chain in Britain. It’s cemented my conviction. Love it!

[@P3Alex]

Watching in 2021. Fantastic stuff Mohnish. I listen to you every day

[@pjayadeepan9268]

Llll

[@varunjain7895]

Super informative...Couldn't have asked for a better value for time than this lecture !!!

[@grossinvestor7]

I read and watched a lot on investing. This is one of the best! Thanks for sharing it!

[@ArunRangarajan]

Thanks for sharing this video! For me, you nailed it when you said "You cannot be a weekend investor" and "indexing is perfectly fine".

[@priteshpatel889]

Thank you for uploading this video. Always something new to learn from Mohnish.

[@hamadbinmahfooz3736]

Mr. Pabrai thank you for teaching us. i cannot thank you enough for helping me in my investing journey. I look soo much upto you. Much love respect for being you. thank you for all the wisdom you spread around with your talks.

[@universalmeditation8631]

This specific video has an ungodly amount of ads in it! Its very distracting!

[@hamadbinmahfooz3736]

Monish thank you from bottom of my heart thank you soo much i heard all the lecture ughhh soo much knoweldge and wisdom.

[@pckovuru06]

Thank you Mohnish for giving us your time & effort!\

[@shohruza3277]

Fantastic speech refreshed a lot of knowledge i had, and learnt tons of inside of being rich

[@grantguy8933]

Right around this lecture time coke sales dropped by 10% due to consumer shifting of taste away from sugary drinks.

[@grantguy8933]

Dude is humble and on point.

[@sebastianrichter1295]

Very inspiring analysis. Thank you. I'd like to add the fall of the iron curtain and the opening up of china, which brought new markets online right at the time of Berkshires investment.

[@Mrmarginofsafety]

The analysis Buffett and Munger did was necessary to have the confidence to make such a large percentage of capial allocation.

[@martinlutherkingjr.5582]

How TF is Buffet still alive drinking 5 cokes per day?

[@amrutsunny8041]

Learnings from Horsehead holdings and Posco investment should have been part of the questionnaire

[@TobIas-or9dj]

This man is very inspirational to me. Greetings from Germany

[@dimitrismarkoulis8595]

I wish I had watched this sooner, I could have understood the metaverse situation a lot better ,it was a new coke .

[@wahlverwandt]

Thank you very much Monish Pabrai for sharing your knowledge and thoughts! Kind regards from Germany

[@davidlin6852]

I’m surprised nobody talks about this lecture on Twitter…

[@lonzhao]

08:55 Pabrai talks about the Berkshire investment in Coca Cola

[@maskebhagyesh6860]

Starts to talk

[@Wrex327]

At 1:31:00 Monish adresses what exactly has been bothering me A LOT. I work in taxes and when I spend couple hours reading some legal paperwork I get paid in the end. Completely different with investing, I have spent a lot of time reading financial statements, studying the company to not invest in the end. You don't feel the immediate results. But you learn during the process. Humans tend to seek instant gratification and sometimes research doesn't guarantee that.

[@girirajsinhzala1740]

Okay 😅l😢😅😢 1:06:30 😢😢😅😢😮😢

[@introinvest3543]

Watched after reysas investment. Gr8 talk

[@tomchow82]

so thats why it 32 a pound now sees is really good but really expensive for 23 pieces of candy

[@marcelinoremiseiro2313]

Thanks Monish. It was clear and very interesting.

[@ranban282]

Whats the deal with 100,000 becoming 189,000 and Dow becoming 234,000?

[@grantguy8933]

The sugar is the time bomb 💣 down the road. A guy with Buffet as last name says a lot about his genetics.

[@Cloninginvesting]

Thank You Mohnish

[@Mothers_Capital]

Love from Bihar, India 💛🎉🎉

[@AnkushSharma-zv5hv]

mohnish such an amazing person

[@emerwen]

Does anyone know where That 16x time profit + dividend come from?

[@Rockstar_london]

What is the website he talks about to track investment portfolio of major investors ?

[@jjsaund4396]

Dataroma

[@normantingee]

v good presentation v knowledgable

[@NIRAV-xx3qv]

Sir, You are genius. Superb explanation.

[@mikebrichardson]

Coke does exist in Cuba. It probably is more of a treat for local Cubans before coke grows dramatically there.

[@aerialdude]

Anyone know where to find the GM annual reports? I can't find anything going back that far. Edit: I actually did end up finding them through my university library!

[@MeMyselfAndBob]

What a great money printing model Coke has! Thanks for your wonderful talk. You must have bought millions of shares of KO for investment purposes! No??

[@ayushtyagi453]

I feel charlie munger’s speech about glott’s is largely disliked because it’s an example of hindsight bias on steroids, you could do the same with apple or microsoft or anything. I personally don’t think that munger’s talk is all that remarkable

[@abuahmed6058]

Good speech by Mohnish.

[@adrianhochmann3091]

This man is smart af. He even calls the self driving cars😅

[@bikashshrestha1472]

Thank you very much

[@Xyz19781i]

really understood coke ..thanks

[@petpeg06]

what return would have been obtained today had the $25m been invested in a solid piece of Real Estate in California in 72 ?

[@nikunj150188]

Thank you for the session

[@vikeshyadav568]

What a surprise he has only 41k subscriber

[@pawelk2022]

I need his list

[@ketangujarathi9543]

The lecture excludes comment on management of the company. He was Warren's neighbor. Many of the things are rationalizing stuff. Think 3 microeconomics model are enough. Warren was always scared of Inflation which this company addressed, stickiness was other and substitution was difficult due to economies of scale in distribution and advertising. Rest all is not SO necessary

[@simonliin]

Thanks a lot. A very interesting view on the coke deal. I learned something new today :)

[@lessonsfromtheheroesofthei9034]

Thanks for sharing Mohnish!

[@moheuddin_sehab]

Amazing video amazing insights!

[@adisj5696]

How about using a bit more strength to speak little loudly?

[@wilfriedvomacka1783]

During this video I felt like Mohnish is paid by The Coca Cola Company :-D. Realy great and deep thoughts about Coke.

[@naeemf6019]

I'm watching this while drinking Pepsi xD

[@ssb9054]

I have extreme respect for buffet and Pubrai, coke is a great stock / company, but it's not healthy to drink coke, no matter how physically fit or unfit you are.

[@Concentration9]

How can i meet you What is the process??? Give me some money sir 😅😅

[@Kp-rs2er]

what's the title of book by Peter Kaufman? Manashi likes? And what does he mean when he said he would just focus on C' s?

[@samonaro65]

Poor Charlie's Almanac

[@samonaro65]

See's Candy. A Berkshire Hathaway company

[@mattsmith6509]

Where is India

[@siddharth0401]

Creative storification at the best

[@BillyReedMusic]

Resume@51:09

[@MC-gj8fg]

There's something about how Mohnish Pabrai says "coke" that makes me want a coke...

[@saravananj8042]

once again thanks for the great lecture

[@akashdeepsingh1098]

1:30:00

[@fadaryabotv2424]

Luzion protocol is the best project 2022

[@goodmoviesonly8354]

U did one thing good DAKSHANA

[@edeeyaljohnson285]

Mrs Anna is legit and her method works like magic I keep on earning every single week with her new strategy

[@elizabethswift1808]

Wow I' m just shock someone mentioned expert Mrs Anna thought I' m the only one trading with her

[@elizabethswift1808]

She helped me recover what I lost trying to trade my self

[@kareemserifat7235]

Please how do I get in touch with MRS ANNA??

[@emily22223]

OMG!! you know Miss Anna too wow, she is really a good trader, she is my portfolio manager, her strategy are top notch.

[@afortunado5952]

Anyone who she handles he's or her trade for I believe is so lucky

[@maskebhagyesh6860]

Any teens?

[@georgekoshy6632]

WHY RAIN INDUSTRIES DOWN HAVE U SOLD UR STAKE IN RAIN INDUSTRIES?

[@sulymansweity9286]

This lecture is brought to you by Coca-Cola

[@monpreyachaicana4738]

Hi

[@madsrowe3821]

The defense of adding unhealthy chemicals to your body is ridiculous

[@larrynguyen3923]

I will forever be indebted to you 😇 I was able to build a big income stream during the covid-19 pandemic investing with Mrs. Kathy Perez. You’ve changed my whole life, Thanks so much.

[@wilfriedvomacka1783]

I hate that they replaced sugar with shi**y fructose. Since then I bought Coke only rarely. I wish they had more common sense and started to use sugar again. I would gladly pay more for suggar then for fructose or some crapy artificial sweetener.

[@shuttlemanjack]

Here in Texas, Coke is imported from Mexico where they still use Sugar.

[@andrzejandrzejos6674]

Imagine if Monish was about another coke 😅

[@wilfriedvomacka1783]

LMAO

[@fmalexander5555]

Hex 🍉 🍉 🍉

[@akashdeepsingh1098]

53:47

[@shortquote8762]

while watching this i felt thirsty but i had no money to buy coke ,so i made cheap coke at home ,,, And after drinking i felt guess what ? pee

[@Zed6788h]

This guy and the rich are so evil

[@gmailgmail9627]

You are wrongly promoting Coca-Cola that is an adulterated and unhealthy drink. Your examples aren't medically supported. A person drinking 5 Coca-Cola a day and Warren Buffett example are illogical.

[@avidlearner7759]

Pabrai has under performed Nasdaq since 2004. A phenomenal salesman and a horrible investor. Please read his sec filings , there are a string of failures where he lost 90% or more ZINC, HNR, CRYP, Delta financial...... and many others. A big intellectual fraud.

[@WalletDoctor]

Your comment is derisive and detracts from the important teachings Mohnish is imparting. I wonder what your vested interest is in bashing Mohnish? This is a very troll-like comment.

[@vishantshah4878]

in the introduction the host says the money invested in pabrai s funds has grown 8 times in 16 years...I don't know how much Nasdaq has grown...but can you pl provide the exact number to substantiate your claim..

[@KP-pn9bh]

do yourself a favor and try to obtain Pabrai Funds annual report - it's pretty tough but possible. Here you will find investment performance of his (four if I remember correctly) funds. In short - performance is a total disaster. Pabrai is nothing more than desperate speculator which dress up his "philosophy" in some kind of "value investing". He totally resembles Max Planck chauffer who learned by heart some stuff about physics but do not understand intrinsically how it works.

[@malkov0001]

Most fund managers publish their total returns over 1 yr, 3 yrs, 5 yrs and 10 yrs. You can not find Mohnish's fund returns and details about he auditor. What is he hiding?

[@sidharthtripathi461]

In his portfolio in India he has 4 companies, all of them have at least doubled from 2015. Rain industries which he bought at around 40/share is trading at around 370/share now. He has just bought a company and I am studying about the same and getting new insights everyday. So please do you study before commenting on somebody without facts.

[@shohruza3277]

Fantastic speech refreshed a lot of knowledge i had, and learnt tons of inside of being rich

[@ConvergenceTrader]

Love from Bihar,India 💛❤

[@ConvergenceTrader]

2nd time 💛

[@akashdeepsingh1098]

1:56:00