Mohnish Pabrai on Cloning & Compounding

  Рет қаралды 22,507

The Meb Faber Show

The Meb Faber Show

Күн бұрын

Пікірлер: 39
@emrahny
@emrahny 10 ай бұрын
Mohnish is famous among Turkish stock traders. Not so favorably at times but I find him brilliant in chasing value
@boskojovanovic2770
@boskojovanovic2770 Жыл бұрын
I am from 🇦🇺 and the system you’ve described where the employer is obligated to pay 11% of your base salary into a fund, is called Superannuation Guarantee. Only under special circumstances can that money be accessed prior to retirement. People can elect to manage that money themselves via another vehicle: Self Managed Super Fund (SMSF) which is kind of like a pseudo hedge fund. Highly regulated, various reporting requirement and can invest in all asset classes, with an expecting of margin loans and derivatives.
@HabibQureshi
@HabibQureshi Жыл бұрын
Similar in Switzerland too
@krapdivad
@krapdivad Жыл бұрын
Warren "T-BONE" Buffett
@BradKaellner
@BradKaellner Жыл бұрын
Time to learn bridge!
@silentseekerYT
@silentseekerYT Жыл бұрын
Missing your videos brother , hope you post some again soon :)
@DigitalChekku
@DigitalChekku Жыл бұрын
Love from Bihar India 💛
@py8130
@py8130 Жыл бұрын
Very well said by Mohnish! In reality, it is hard to do for most people, including Mohnish. He sold most of his positions very quickly too (very high portfolio turnover). His recent sale of MU is due to the deterioration of the fundamentals. But I agree that long term it is not unclear.
@anthonyjackson2145
@anthonyjackson2145 Жыл бұрын
That was really awesome and insightful. Viewing the world through a different lens.
@paulajd6799
@paulajd6799 Жыл бұрын
Great interview! thank you! I will be watching for more interesting insights How do we buy Turkish bottlers?
@susymay7831
@susymay7831 Жыл бұрын
Timestamps would help your nice videos ❤❤❤
@maytagrepairman
@maytagrepairman Жыл бұрын
Come on Meb. Do an ETF of CEOs with mustaches. 😂
@xXRedEyedStrangerXx
@xXRedEyedStrangerXx Жыл бұрын
Mohnish should come back to speak at Clemson, I’d love to see him
@amirjon
@amirjon Жыл бұрын
At this point he’s basically a day trader. Though I do appreciate his talks.
@py8130
@py8130 Жыл бұрын
Year trader
@Mrmarginofsafety
@Mrmarginofsafety 5 ай бұрын
Great interview learned alot
@k4ir0s
@k4ir0s 8 ай бұрын
Meb likes the sound of his own voice. Would have preferred it if he spent more time asking questions and listening.
@Angron1234
@Angron1234 Жыл бұрын
What is the song title of the intro?
@stockpile5054
@stockpile5054 Жыл бұрын
Has Mohnish said anything about the reason why he exited Micron in his last 13-F?
@BradKaellner
@BradKaellner Жыл бұрын
Nope
@JustinTipton
@JustinTipton Жыл бұрын
Better opportunities. What he doesn't say about selling Apple is this... if you find something better, then it is ok to sell it. Mohnish thinks he has found this in cheap coal companies. (Just my take, could be wrong)
@JustinTipton
@JustinTipton Жыл бұрын
My question for Mohnish is, what's your theory about coal in 20 years? Sure, the companies are cheap, but buybacks of business headed to zero seems like a greater fool bet. If these coal companies were paying 14% dividends (which they could!) I could understand.
@BradKaellner
@BradKaellner Жыл бұрын
@@JustinTipton his coal bets are short-term
@ApolloStrengthGarage
@ApolloStrengthGarage Жыл бұрын
​@@JustinTiptonthat's why ARLP is a more safe bet. More diversified, also deals with met coal, and has a massive 13+% distribution.
@Nik-up5kg
@Nik-up5kg Жыл бұрын
China as a word was mentioned once. Why ? Is china considered a abnormality ?
@ankitnandaniya7278
@ankitnandaniya7278 Жыл бұрын
Now days Videos of mohnis pabrai is less about investing and much about daksana foundation.
@TrendEdge
@TrendEdge Жыл бұрын
New Purchase for Mohnis Ticker AMR he is doing well with this one ✅
@stuffaboutthings8679
@stuffaboutthings8679 11 ай бұрын
Make bridge great again !
@MdLiton-i1w5j
@MdLiton-i1w5j Жыл бұрын
laptop account apk for site link me days
@Zealand007
@Zealand007 Жыл бұрын
People who cloned Monish are screwed.Refernce MU, BK
@punjacksond
@punjacksond Жыл бұрын
❤❤❤❤❤
@harpreetgill1868
@harpreetgill1868 Жыл бұрын
Who can file that 13F
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