Mohnish Pabrai’s Q&A session with Doctors Investing Group
Вставка
- Опубліковано 2 сер 2024
- Doctors Investing Group | Interviewer: Tom Dittrich | February 16, 2022.
00:00:00 Introduction
00:01:25 From Entrepreneur to Investor
00:06:22 Value Investing
00:09:00 Learning to find true value of a business
00:12:26 Diversified vs. Concentrated Portfolio
00:14:48 Shameless Cloning
00:17:40 Business with spawning DNA
00:25:16 Effect of macro events on investing
00:39:43 Investing in foreign markets
00:44:31 Auction driven markets
00:50:40 Free Lunch Portfolio
00:52:10 Dakshana Foundation
The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.
You might not have a hundred million dollars to invest, but that doesn’t mean your money can’t share in the same opportunities available to others. You work hard for your money; make sure your money works hard for you.
The wealth you pass to the next generation can have a profound impact on your heirs, providing educational opportunities, the capital to start a business, or financial support to your grandchildren.
To manage investment risk, consider maintaining a broad diversification of your investments that reflects your personal risk tolerance, time horizon, and the nature of your financial goal. Remember, diversification is an approach to help manage investment risk. It does not eliminate the risk of loss if security prices decline.Because investing can be complicated, consider working with a financial professional to help guide you on your wealth-building journey.
can you endorse any ?
TERESA JENSEN WHITE does a perfect job. look her up on the web
thanks for the info . Found her website and it really impressive
Let's go!
Mohnish is back! Thanks again
I can't believe this much of an insight and information is published free on the internet.
Personally I learned and am keep learning a lot from you. I wish Mr. Acun was publishing his ideas as frequently as you do.
Thank you very much Mr. Pabrai.
I like this podcast. For sure Mohnish is amazing. But I would like to point out, that the interviewer did everything very professionally. He asked short questions and then he gave Mohnish his time to answer with enough time. Thanks for your videos! 💙💛👍
Love from Bihar, India 💛
It's so awesome that you share these! Thanks for sharing your wisdom as always
Thanks alot for sharing and the values You continuously share with us. I have listened alot to your investing models of instead of looking for discounted pies to look for growing pies. How would You go about figuring out a growing pie that has been heavily discounted recently due to uncertainty regarding 80% of revenues?
Thank you Sir. I almost watched most of your videos and waiting for new videos. I learned a lot. May God bless you more.
Clear sound. Marvelous video clarity. Better than before. Thanks for excellent content as always. Regards
Thank you for sharing this Mohnish sir ⚡️
Thank you very much Mr. Pabrai for sharing your knowledge!
Yes Monish we need more!
It's amazing to have your wisdom Monish. Many thanks
This is one of the best interviews I have seen with Mohnish, I don’t know why but the content here is levels above his other talks which is really saying something.
It's awesome.. I always love to hear you @Mohnish sir
This is the only youtube channel where I post like 👍 before watching the video. The density of investing knowledge available in each video is the highest as compared to any other available resources on the planet.
Watching it now.
Great interview, Mohnish is one of favourite value investors!
Thank you! 👏
Mohnish is always great and thanks for posting this interview. Please consider letting your group join in and ask questions from their own curiosity next time, as well as asking if there is a topic that Mohnish would like to give a short prepared talk on (his choices are insightful and usually delivered with great enthusiasm).
Thank You Mohnish
The best talk yet 👍 thanks Monish
Very great thanks Monish!
Thank you Mohnish.
Thank you
A treasure trove.🙏
I might get bored by listening to Warren buffet but never Mohnish. As always very interesting and filled with knowledge.
Thank you for sharing this 💪sir
The Insight and clarity of thought are insane; Mohnish has inspired the concept of cloning, which is a smarter way of investing provided you do your analysis based on your circle of competence.
I liked the last part where he speaks how measure the return for society thanks of charity. Very interesting, I never thought about this. Probably In futures I will think before donate something. And even before I will read the 181 pages of last report 2020 of M.P. Foundation :-).
Thank you sir 🙏🙏
Waited so long for Mohnish Pabrai video
Thanks! I like the metaphor of bowling with bumpers.
Thank you!
I never
Miss Mohnish prabhai on UA-cam
Can somebody get his audio settings dialed in, its difficult to listen to.
❤️❤️❤️❤️❤️
Mohnish please tell us about the new office!
Does anybody know what happend regarding the dilution with REYSAS? They went to market and increased shares outstanding by +100% at depressed levels to increase working capital. I don't get it....I am probably missing something...
Risk of value investing is - how long does it take the market to converge at the price of your assumption at the time of purchase. How long do you continue to hold on to the stock if there is enough tailwind to push the price beyond.
Really great interview. Wish Mohnish has better quality sound system
Nice
Amazing session Sir as always!!
Something interesting I have noticed with Mohnish Sir is that he keeps his gurus very close to him, even if that means keeping their portraits or sculptures.
I get reminded of Eklavya and Guru Dronacharya from The Mahabharata.
Hi. What's the benefit of a non-rising share price if you're not going to buy more? About rysas. Why are you waiting?
I have watched so many videos but no one has asked Monish how you buy Turkish stocks. I am in Australia and I don't know how to buy Turkish stocks
Mohnish we love you.
PLEASE BUY A GOOD QUALITY MICROPHONE.
What is a good way to make much money from investing?
I actually invest and trade crypto as a side hustle. I really recommend HELEN CARTER Strategies. She's been the key to my success and a few of my friends too. I earn almost 60k every month with her help and guidance.
Good thing is people are getting to know Keeping Cash/Fiat is pretty much stone age at this point, it is designated to fail eventually
My personal broker is Helen Carter
@Jeffery williams Her tele gram handle 👇
@Jeffery williams
User👇name 👇
What is the exact name of the warehouse company in turkey that he talks about?
Reysas lojistik
@@QualitativeInvestor Thanks! I looked at the stock for 3 minutes - that company is not easy to evaluate by numbers for sure: stock price between 0,20-0,44 dollars last 12 months, quarterly results are all over the place, and because of the expected devaluation of the turkish currency, the stock basically needs to move higher constantly... Hmmm.
@@mattchannel7075 Stock price irrelevant. Market Capitalization is.
Stock price should not guide you.
Read latest annual report on their website in English.
Please, what is the name of the Turkey juice company?
Anyone having an idea what’s the name of turkish juice company?
Reysas
@@mdr69001 Reysas is the warehouse company but he talked about some juice producer
I think it is Konfrut
ticker ccola ...coco cola icecek
Thanks Mohnish, who is your guy in Turkey ? Would love to invest with him
He is Haydar Acun, you can find him via twitter and he is also the owner of Marmara Capital
are going to the BERKSHIRE HATHAWAY meeting?
oh new editing skills. nice!
Its been a while
first!
which Turkish juice company he's talking about?
ticker ccola Coca Cola icecek
Terrific interview. Terrible sound.
Something is preoccupying his mind. His mood seemed a bit off from baseline. We should be thankful he still makes these rain or shine.
You like PCG?
Turnkey story: If everyone has left who will buy the 35% of the company which Mohnish own ? as soon as 5% of the company will get sold the stock price will get crushed.
Interesting point! What do you think of the company now? It has shot up a lot is continuing to do so this year as well. People like Mohnish saying it can still go up in multiples.
The problem I have with Mohnish is that he talks really well, yet in practice he doesn't seem to practice what he preaches. Namely with SRG and BABA. If we're supposed to make high conviction bets or invest in no brainers, why would he buy them and sell them a few time later?
He explains the alibaba in that he found tencent afterwards and felt it was a better bet. Coupled with capital loss tax writeoff.
I
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i never had the opportunity to benefit until i meet Mrs Stacy Huth that's when i started earning real good at first I invested 3BTC and earned 10.5BTC in just 2months of trading
It will be mind blowing for people who got sacred and sold their coin cause of the dip
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