Mohnish Pabrai’s Q&A with The CFA Society of Mexico on August 17, 2022

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  • Опубліковано 2 сер 2024
  • Mohnish Pabrai's Q&A with The CFA Society of Mexico on August 17, 2022.
    00:00:00 Introduction
    00:02:40 Different Styles of Investing
    00:21:01 Active Fund Management Industry
    00:24:01 Value vs Growth
    00:32:43 Handling Macro-economic Factors
    00:37:36 The Future of Value Investing
    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.

КОМЕНТАРІ • 58

  • @lunchinvesting
    @lunchinvesting Рік тому +17

    I wish other known value investors would bless us with even half the content Mohnish is releasing. Thank you as always :)

  • @hamadbinmahfooz3736
    @hamadbinmahfooz3736 Рік тому +2

    Mr. Pabrai. I would like to thank u deeply for your invaluable insight. You have no idea how valuable your words are to me. I patiently wait for your videos to drop. The knowledge and wisdom you are giving out to the world is dakshana for the unfortunate and fortunate guys/ gurls who wanna follow the footsteps of great teachers. Hopefully people will keep your legacy going forever.

  • @rocking1313
    @rocking1313 Рік тому +3

    Thanks so much Mohnish for sharing your insights so generously
    “I consider myself to be a farmer-not a hunter. And I think most people on Wall Street are hunters. They like to fell big beasts and I’m very comfortable planting a few rows and just tending to them carefully.” - Thomas Russo

  • @berliozz85
    @berliozz85 Рік тому +2

    Amazing talk as usual! And entertaining! It is good that the Turkish are looking to give money to poor Mohnish! :D

  • @shazme4915
    @shazme4915 Рік тому

    Mohnish got to know of you few mint back and honestly a wonderful journey you had my sincere wishes to you and your good work you are with 👍👍👍. Keep the spirit on

  • @ConvergenceTrader
    @ConvergenceTrader Рік тому +2

    Love from Bihar, India ❤💛

  • @gregorsimon9337
    @gregorsimon9337 Рік тому +3

    Thank you, I learned a lot from this video.

  • @thestudentofdhandho5302
    @thestudentofdhandho5302 Рік тому

    Thanks for another great video, Mohnish!

  • @gabisammut
    @gabisammut Рік тому

    Great as always Mohnish!

  • @yalnaabi
    @yalnaabi Рік тому +4

    Mohnish, please get a new mic
    Thanks for all the wisdom!

  • @honeyjain6655
    @honeyjain6655 Рік тому +2

    Every time I hear you Mr. Mohnish, I learn something about value investing, something which more valuable than what I can find in books! Please Mr. Mohnish live a healthy life and live well! God bless you!
    Keep flowing your precious knowledge to us!

  • @bonscott1998
    @bonscott1998 Рік тому +5

    Thank you for sharing Mohnish! Loved how you remained composed when that question about BABA came up (I'm not sure how many times you have had to answer that question!). Following your investment journey, it has been interesting to see your transition over to the the Sleep/Munger/Buffett model with the investing into the great compounders. At the same time even great compounders share different characteristics. What are your thoughts on Scale Economies Shared model?

    • @matc956
      @matc956 Рік тому

      When was that question? I can’t find it. Thanks 🙏🏻

    • @siddhant_mutha
      @siddhant_mutha Рік тому +1

      @@matc956 @20:00

  • @padmakarbiradar5402
    @padmakarbiradar5402 Рік тому

    Thank you for uploading sir

  • @pornstarpat
    @pornstarpat Рік тому +4

    Can we start a go fund me for pabrai audio?

  • @JamesToler
    @JamesToler Рік тому

    Mohnish dishing out that wisdom as usual!!

  • @kotipanditi6625
    @kotipanditi6625 6 місяців тому

    Thank you Pabrai.

  • @dishantkumar77
    @dishantkumar77 Рік тому

    Thank you Sir!🙏

  • @varunjain5789
    @varunjain5789 Рік тому

    Loved it !!!

  • @istiyakshaikh4842
    @istiyakshaikh4842 Рік тому +33

    Again n again very very bad audio Mr. Pabrai.. time to get new mic..

    • @woojelee3439
      @woojelee3439 Рік тому

      you're entitled

    • @ReliableisHere
      @ReliableisHere Рік тому +2

      Your definitely poor if that’s what you care about

    • @mathieulafitte7861
      @mathieulafitte7861 Рік тому +1

      @@ReliableisHere Yes of course. Hearing what he says and understanding it is not important. What is important is to shave your head and wear a mustache.

    • @sds123faf
      @sds123faf Рік тому

      It s not about the mic, it s about the conversation software whatever it is

  • @vikeshyadav568
    @vikeshyadav568 Рік тому +1

    Sir thanks for such a great content pls improve the quality of audio
    I don't want to miss even a word

  • @jeffinmjohn6816
    @jeffinmjohn6816 Рік тому +2

    Picking great managers is much harder than picking great stocks. - Mohnish Pabrai

  • @Amber_107
    @Amber_107 Рік тому

    Thank you for the wisdom. Finally, people are asking different Q&A other than we have seen for last decade. Mohnish has lot to teach.

  • @lionels839
    @lionels839 Рік тому

    Reminds me this excellent article: Fama, E.F. and K.R. French. “Value versus Growth: The International Evidence.” Journal of Finance, 53 (1998), pp. 1975-99.

  • @NareshKumar-zx9tb
    @NareshKumar-zx9tb Рік тому

    Very nice sir May to God live with great pleasure

  • @TheRustyLM
    @TheRustyLM Рік тому

    New Value investor here.
    I heart Mohnish. He loves Turkey.
    I’m loving Argentina. Anyone want to look at YPF(oil & gas)?

  • @pranavgupta1416
    @pranavgupta1416 Рік тому

    The girl with white specs asked him a great question. Thanks

  • @dolevmazker736
    @dolevmazker736 Рік тому +1

    Thanks for this.
    Please get a better microphone, i cant understand the sentences sometimes

  • @jackho17
    @jackho17 Рік тому +1

    It appears to me that the Turkish market is somewhat like the one here in my country, Vietnam :D

  • @aerialdude
    @aerialdude Рік тому

    Mohnish, I love your videos, but please get a better microphone (or adjust the settings)!

  • @mxtthompson
    @mxtthompson Рік тому +5

    Audio v bad
    Content from Mohnish v good

  • @ricardocarretas9810
    @ricardocarretas9810 Рік тому

    Turkey is not in the common market in the eu. It has a trade agreement, the same for Great Britain that was in the common market.

    • @doho259
      @doho259 Рік тому

      I am looking for a way to invest in Turkish companies as a citizen of a EU country. Couldn‘t find any so far. Do you know a way ?

  • @aristark559
    @aristark559 Рік тому

    whats the name of the turkish fruit juice company?

  • @alexanderalbertse3533
    @alexanderalbertse3533 Рік тому +1

    Mohnish please please sort out your audio!! All your recent videos have terrible audio from your side, you keep disappearing 😞

  • @terrallcoscarelli7002
    @terrallcoscarelli7002 Рік тому

    Would u recommend buying something like QQQ over buying anyone of these individually???

    • @terrallcoscarelli7002
      @terrallcoscarelli7002 Рік тому

      I’m 17 and I’ve been dca’ing in VOO and I’m thinking of starting to go 70% VOO 30% Nvidia or 60% VOO, 30% QQQ and 10% Nvidia

    • @terrallcoscarelli7002
      @terrallcoscarelli7002 Рік тому

      Thanks so much I was able to find her page and I already leave her a message.

    • @buellkhasimai8931
      @buellkhasimai8931 Рік тому

      I haven't seen much from this guy but my impression is he is one of the guys promoting hype. When it comes to individual stocks, I listen to a high quality analysis from Everything Money, Sven Carlin, and Monish Pabrai, just to name a few. Most of the UA-cam gurus don't know what they are talking about, so finding good examples to follow is the first challenge. The second one is to not follow blindly because even the best investors will make some mistakes as they themselves admit and then thirdly I think you should consider working with an advisor too, like Teresa Jensen white. It will boost your learning process

  • @doho259
    @doho259 Рік тому

    Great Video.
    I am looking for a way to invest in Turkish companies as a citizen of a EU country. Couldn‘t find any so far. Does anyone here knows a way?

  • @NareshKumar-zx9tb
    @NareshKumar-zx9tb Рік тому +1

    Sir Maan I am new in the market. I don't even have much money. Please specify reliable company. when you were free I live in a small village in Punjab. Where the market is called gambling. Everyone is scary. I am your fan

  • @ezequielchavez6128
    @ezequielchavez6128 Рік тому +2

    Monish please buy a new MIC!!

  • @yappydabbad9323
    @yappydabbad9323 Рік тому

    what is up with the mic here!?!

  • @AlexanderDiArmani
    @AlexanderDiArmani Рік тому

    The mic is soooooooo bad.

  • @MeMyselfAndBob
    @MeMyselfAndBob Рік тому

    First question, 20 minutes long answer totally off topic. And please Mohnish, invest in a good quality microphone. The sound is terrible!

  • @akshbera6637
    @akshbera6637 Рік тому

    Mohnish please turf off the monetization

  • @Balance3rd
    @Balance3rd Рік тому

    That guy needs to mute his mic

  • @GianetanSekhon
    @GianetanSekhon Рік тому

    Mohnish's wisdom is great but his mike/audio sucks big time. Do some investement in a good mike Pabrai.

  • @goldilockszone4389
    @goldilockszone4389 Рік тому

    What a useless sounds system. Just can't hear a thing properly

  • @sllgrecco
    @sllgrecco Рік тому

    Backgammon is a skill + luck game, just like poker. Howard Marks has a nice text about that called You Bet! in his Oaktree memos