Mohnish Pabrai speaks at Trinity College Dublin - February 21, 2019
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- Опубліковано 19 тра 2024
- Mohnish Pabrai lecture to Trinity Student Managed Fund at Trinity Business School, Trinity College Dublin, in Dublin, Ireland, on February 21, 2019.
00:00:00 Introduction
00:03:50 BULL! A history of the boom and bust, 1982-2004 by Maggie Mahar
00:05:13 THE DOW (1896 - 2019)
00:10:38 Market conditions when Pabrai Funds started
00:13:00 Price matters
00:16:35 S&P 500 (1928 - 2019)
00:17:13 Nasdaq (1971 - 2019)
00:18:00 Sensex (1979 - 2019); Dax (1988 - 2019)
00:18:50 Property bubble to NIKKEI (1970 - 2019)
00:22:21 KOSPI (1980 - 2019)
00:34:00 Lessons from Charlie Munger and Warren Buffett
00:41:17 Advice on Starting a Career
00:44:29 Definition of Success
00:48:39 Hedge Fund Fee Structure
00:59:54 When should one start a Fund
01:09:27 Succession plan at Pabrai Funds
01:10:42 Mental Models with Philanthropy; Dakshana Foundation
01:20:58 Low Risk and High Uncertainty Bets
01:29:57 Finding your own rope during drawdowns
01:35:42 Thoughts on current market levels
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.
“If you take the whole history of Berkshire Hathaway and take out the 20 best transactions our record is a joke. Life is not just bathing you in unlimited opportunities” Charlie Munger
Thank you sir. I found it really great of you to give this many speeches and condense a wide varriaty of topics in an easy way to anderstand matter. great fan of your's. Wish you and your family just the best.
Thanks for sharing this Mohnish. Incredible wisdom!
Hey Tom!
THANK YOU FOR THOSE 1.4 HOURS IT'S BEEN GREAT LEARNING EXPERIENCE. THANK YOU FOR MAKING IT PUBLIC.
Its 1.66 hours ;)
I love it. embarrassing it took me a minute.
The time just flew with Manish. Great conversationalist.
Mohnish JI... Thank you.... Much awaiting to watch your latest lecture.
Keep recording and uploading all of your videos...My humble request sir
Thank you Mohnish. Always great to listen.
Every time you teach us something new. Thank you so much! 🙏
Thank you soooo much for sharing this with us.
Incredible talk. I admire his wisdom and core principles in life and investing. I need to watch all his videos. Thank you Mohnish!
Thanks a lot Pabrai for uploading to youtube, Happy to learn and reeducate myself
long awaited video..thank you Mohnish.
Thanks for sharing the lecture . GRT as always. Wonderful way to explain the issue with examples. Having watched your so many vedios , there was a repeat of examples ,but still it is always a pleasure to listen .So thanks once again and waiting for the next one.
I had not heard the story about his father and the astrologer before despite listening to many of his previous talks. Incredibly moving.
Thank u sir for sharing ur precious sessions
This academic location had the most animated and engaged students, thats my feeling after watching all of Mohnish's lectures to different colleges
Truly grateful to UA-cam for letting me rub shoulders with all these great leaders in life. I wanted to be rich for a long time. but now I'd trade riches to be around people who enrich my life.
Very informative, the new a Warren Buffett. I had never heard of him until this video, thank you for shareing.
Excellent presentation upfront !!!
Always a joy listening to you, Mohnish
I don't know sir how much I can thank you for your lectures...m in stock market for 5years ... everytime I repeatedly see your vdos gain some new things...m working in a psu ...But if u allow me I can quit job n work in your organization for free of cost...It's amazing to learn from ur sea of knowledge...
Thank you for sharing this Monish!
Thank you for great talks :)
Sir, Thanks for Sharing & Very insightful
Thank you so much ❤️ sir...
sharing knowledge is great karma. Thank you, sir, for the kindness to share and educate in the art of investing.
so true... what a generous act
Thank you:)
Thank You !
Thank You Sir
Nobody in the investment world had a greater impact on me than you, you are a great investor, a great teacher and above all a great human being, i admire a lot about your Philanthropy too.
Thanks Mohnish for sharing
Great lecture.. Thanks
Really good as always
Great talk
thanks Mohnish
Really genuine person.
The internet is truly mighty.. I’m standing here in my kitchen eating leftovers and sipping beer on the bar… meanwhile getting lectured like I am In a business Akademie, blessed with the visit of one of the greatest humans ever lived.. Salute
K S ✌️
Insightful
Great video!
What does Desmond run now? Can we invest with him ?
Peter Drucker, "if you can't measure it, you can't improve it."
Did anyone catch the name of the auto parts company Buffet found in Barron's?
Sir,Now i am thinking why i can not find your SPEAC before...Thanks
The Dax and Nikkei charts clearly are (I imagine accidental) duplicate-slides. Which is correct? Thank you.
Awesome sir
Uncertainty can create great opportunities in an auction driven market
Does Alibaba fit the "low risk high uncertainty" model right now?
His talk at Google is good too.
hahahahaha omg I heard the intro from 00:00 and then looked to see "University of Dubln" - lol slowly but surely Monish is colonising the universities with classical Indian music.
My Ideol.....Pabrai sir.
He uses price indices which don't include dividends and not total returns indices which consider the dividends reinvested.
John 8 : 42 " For it was from God that I came forth and have come here. I had nothing to do with my coming, but it was He who sent me."
Which are Parai Funds?
Not sexy, but sound advice! Thank you Monish!
I still am trying to figure out why so few people besides you trust the Fiat Chrysler forcast but I'm betting you're right.
Also been of the cheapest stocks on Toby Carlisle’s acquirers multiple platform for about 2+ years - If Monish got in then (I suspect he did) - He’s already in the money...
What a guy!
Dhandho kar!
If I have to clone I will clone Monish and not Warren. Monish has a higher average return than Warren. “Numbers don’t lie”
for starters.
anyone from dublin ?
WHOA.
35:00
"Out of the park", if you will..
1:15:00 "RIff Raff" Businesses dont survive.
It hurts to not able to eat some isn’t it
Today is kind of 1999 in repeat. All money goes into Tesla and high flying it stocks. Funds throwing in the towel and buy into the eufhoria.
The bigger the party the greater the Hangover. It looks funny but it is fact.....
1 Corinthians 11 : 3 " I want you to know that Jesus is the head of man and man is the head of woman and GOD is the head of Jesus."
same redundant speech every where.. I have been following his guest lectures from years..
And you are still following his speeches😀
I felt his Boston college lectures have something new every year by design since he takes that lecture every year.