Love this video. The investment advice to the 19 year old and about being a harsh grader. I did that in the last couple and years and I can so relate to your response!
The Capital Acceptance, capital company, is essentially a pay-day lender. No-brainer. Any company that deals with poor people is a win-lose bacause poor people are high-risk. In order to make money with them u need high insurance/margin of safety. The only way u get them to pay is forcing them to pay.
No, there are indeed win-win businesses even with customers who have very low incomes. For example, in China, Ant Group provides mobile payment services at such low costs that beggars use QR codes. Predatory lending is immoral because, there are no other alternatives left for some citizens. In antiquity, usurers who couldn't recover their debts would gain a slave instead.
These lectures are just a godsend for me. Thanks Mr. Pabrai, can't wait for the next one..
Thanks Mohnish for walking through actual company examples on the win-lose analysis!
Excellent. I learned so much from Monish❤
One of my favorite videos from Mohnish Pabrai. Thanks for sharing.
Love this video. The investment advice to the 19 year old and about being a harsh grader. I did that in the last couple and years and I can so relate to your response!
Chai with Pabrai… Not a bad way to spend the evening
So much wisdom in one video
I spent all that money in business school, when I could have watched UA-cam instead.
U could've pooled your money for lunch with Buffett like Mohnish did.
Interesting talk on win-lose business models.
Great video
गुरू जी प्रणाम
Summary of the video: Value is created in the minds of consumers and not in the income statements.
First!! Let’s go Monish!!!!!
谢谢。就是有配的英文字幕就更好了。不值得有没有正常的比如借助软件或者AI。thank you！
your student from india , but very disappointed with physical audience attendance .
Anyway grateful and fortunate to understand about my ultimate guru
SEGRO warehouses trading at 10Billion and Assets are worth 17 Billion. very little debt
It would be good if Mohnish would talk less about all the great investments that munger and buffett made and highlight his own investments.
It's all the same stuff
2 minutes analysis fedbank financial services
Is there any company like COSCO in india ,except TATA
Dmart is built on the principles of Cosco.
your Rain industry investment was a failed investment....you should reflect back on your too rather than on bill ackmen
C3is Inc. Q3 2024 Financial Report
The Capital Acceptance, capital company, is essentially a pay-day lender. No-brainer. Any company that deals with poor people is a win-lose bacause poor people are high-risk. In order to make money with them u need high insurance/margin of safety. The only way u get them to pay is forcing them to pay.
No, there are indeed win-win businesses even with customers who have very low incomes. For example, in China, Ant Group provides mobile payment services at such low costs that beggars use QR codes.
Predatory lending is immoral because, there are no other alternatives left for some citizens.
In antiquity, usurers who couldn't recover their debts would gain a slave instead.