Guy Spier and Mohnish Pabrai
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- Опубліковано 3 бер 2018
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I also noticed the cycling shoes! That is true mark of living life on your own terms. Love it! I wish we could have seen Mohnish's bike! 🚲
A pleasant conversation on investing philosophy for sure! I appreciate his thoughtfulness and for finding a credo that works for him. We all should develop a credo that lines up with our own values and meshes with our personality.
Mohnish has created a space that works for him. It's a little too busy looking for me. I need a lot of empty and open space. Give me a big desk, with a massive computer monitor, a handful of wooden pencils, and a stack of scratch paper. Give me a bookshelf filled with thoughtful authors and two typewriters - my IBM Selectric and my Olympia SM-8.
What a wonderful and pleasure interview/chat. I will be replaying this over and over. Thank you Monish and Guy!
So excited to show around his office, had an opportunity to meet him and he's a great great guy
I love seeing the friendship grow between these two amazing individuals.
Highly underrated video
Undervalued 🤣😂
Lol
I can keep watching this clip forever. True legends!
thanks for uploading this gem!
Old Gold, still shining bright
36:56 this was when India’s Sensex was at 21000.
Amazing video. How about Mohnish and those cycling shoes!
Thanks for posting
Thanks Monish
You are both great!
Loved it, wealth of information
Interesting his convo on Silicon Valley Bank
Amazon at 1.7T as of September 2021
✔ 10+ for the cycling shoes
Amazing video
What good his foundation is doing by getting people to few iit colleges which are so few , can't see best value
Is this "Mastercard Guy"? :)
Yup lol he doesnt want to sell his mastercard he made a killing bought it at $20!!
5th watch !
Lovely
💫
32:00 this aged well
You beat me to that comment :)
Dr.Burry is that you?😂
Check out around 14 min 10 sec. Monish is wearing cleats. I’m following this trend from now on and will become a success like him.
Mohnish was right on Amazon
This talk happened in Jan-Feb 2014 ?
Thanks. Amazon at 1.5T. Horse heading out of business
what is the book, Guy spier is reffering to at 34.10, he says city of ???
The City of Gems
city of djinns
Its a book about New Delhi in mid-1990s from the perspective of a brit who moved to India and fell in love with the city.
The Chipotle thesis is I think fundamentally wrong. It was clearly impossible to see the global trajectory of a restaurant(!) starting on 3 US states. Could have been any other mexican restaurant chain. You just cannot with certainty pick that kind of a no-moat franchise ex ante at an early stage. Different to smaller niche markets where you are actually leading. Silicon Valley Bank is the better example.
Will be interesting to see if autonomous trucking can erode the moat of railroads
Yeah sure in short distances but trains will always have advantages they carry more and are cheaper more fuel efficient, autonomous trains is the future, can you imagine trucks doing a better job than a train carrying ore, fertilizer, grains etc?
Not in Canada.
What are value investors doing in 2021? It'll be very interesting to know.
Lots of them are buying Alibaba, including Pobrai
gained 20% return from early 2021.
@@raksierlambang Since then, Pabrai sold (bought Tencent instead) Munger bought, I bought, and it has gone down 14% :D
@@derkmerv6725 if munger bought it, he's gon a hold it for lifetime. Which means in long term perspective, its cheap.
@@raksierlambang Yeah, thats my reason for buying, cloning
you know its indian when the walls are in that colour
Eric I never even thought about that. Your very observant. I just listen to investing insight.
Mohnish looks much better clean-shaven
Mohnish is more lucky then intelligent and a cloner
Yeah he says that himself many times in his books. He says there is no need to invent new if you can leverage the existing ones.
Guy Spier looks as if he needs to go to the loo... fast!
37:27 - how ironic, who would have predicted the reign of Modi.. and india falling to its lowest point in various democracy index, freedom index, press freedom index and more.. Religious fanaticism and polarization at the highest.
Growth rate has fallen (it was down to 3% even before corona). Unemployment is at its highest.
not communism or socialism india is suffering from crony capitalism!!!