one important quote from Pabrai - you may not buy a stock at relatively high P/E but if you already own it, then you can continue owning it at the relatively high P/E
Hi Monish. I always feel smarter each time I listen to you. I was wondering is high ROE/ROIC combined with low/no debt is a criteria in your Free Lunch portfolio?
Love the 5-6 sentece explanation. Most investors especially people that do write ups seems to be writing 100 pages and multiple spread sheets but you can't simplify the investments one probably doesn't understand the investment
Thanks for sharing Mohnish! Fantastic lecture as always, and I really enjoyed listening to your take on investing in compounders vs 50c Dollars. You really opened my eyes on the subject!
One of the pitfalls of cigar butts is that it requires more diversification. And when you're only putting 100 basis points of your wealth into a stock you're not going to move the needle. It's better to go with companies you are comfortable with owning forever. Or at least for a very long time 😊
Mohnish - please please fix the audio issues. I would love to listen to all your audio videos but there audio quality is horrible (while content is amazing!!). Volume goes in and out regularly.
Revenues and operating profits at McDonalds and Coke have been flat basically for a decade. It's dividends and buybacks at this point, not growth. Also MCD runs with negative equity.
I don't understand any of this on one side people are saying picking stocks is futile fund managers can't beat an index etc. So how does he do it? If this is possible then why all the passive investing community is so reluctant to notice? They demoralise me
Passive investors don't want to put in the time and are afraid of having conviction and willingness to take risk in order to win. They fixate on their 25-50% losses instead of the 5-10x wins.
Most people don't beat the index over time. Of course it's possible. It's safer and efficient to just buy a sp500 index fund. And when talking about guys like these, or hedge funds, etc. They spend a LOT of money to get any small edge.
Jesus Christ buy a better mic Monish. For the sake of your followers and people who come to hear you speak, the least you can do is spend $100 on a good mic
Dear Mohnish, please upgrade your audio tools so we can actually hear your valuable information!!
Mohnish's UA-cam Channel's got to be one of the greatest learning opportunities in investing ever.
one important quote from Pabrai - you may not buy a stock at relatively high P/E but if you already own it, then you can continue owning it at the relatively high P/E
The amount of value found in each Pabrai video is incredible.
22:43 Checklist when looking for multibaggers
Great content, bad audio though
I couldn't take the audio and bailed. It was horrible
@@teamvigod 0
I thought my earphones are going end of life.
Turning on automated subtitles was useful.
Thats the problem with Monish,the audio
What a really insightful and inspiring interview- such a humble, generous and thoughtful guy for one so intelligent and successful. Thank you Mohnish.
Love from Bihar, India 💛
Audio is not clear..can listen to mohnish for hours...investing simplified..thanks mohnish👍👍
Hi Monish. Love your content. Pls upgrade your audio. Thank you for educating us.
Hi Monish. I always feel smarter each time I listen to you. I was wondering is high ROE/ROIC combined with low/no debt is a criteria in your Free Lunch portfolio?
Thank you so much for sharing your knowledge and lessons along the way. I truly enjoyed the video.
Good to see mohnish settled down in texas. BTW, the name of the lady compeering events is phenomemon!! now Ive seen everything
Great interview. Thank you sir.
Nice summary of Peter Lynch's advises
Great perspective Mohnish. Thanks
Love the 5-6 sentece explanation. Most investors especially people that do write ups seems to be writing 100 pages and multiple spread sheets but you can't simplify the investments one probably doesn't understand the investment
Good investments include easy-to-explain investment theses.
The sound is very bad.
Good interesting content.
The audio bugs, quality problem
Mohnish how do you screen for stocks?
Love you sir
Your charitable work
I am follow the path laid by you and sir charlie
Amazing video, and a hidden gem!
Amazing insight | Thank you
New mic plz
Thanks for sharing Mohnish! Fantastic lecture as always, and I really enjoyed listening to your take on investing in compounders vs 50c Dollars. You really opened my eyes on the subject!
One of the pitfalls of cigar butts is that it requires more diversification. And when you're only putting 100 basis points of your wealth into a stock you're not going to move the needle. It's better to go with companies you are comfortable with owning forever. Or at least for a very long time 😊
money won't get you skills... purchasing an equipment and being able to use it are. 2 different things.
Mohnish please improve the audio quality. I want to hear what you say clearly.
Mohnish - please please fix the audio issues. I would love to listen to all your audio videos but there audio quality is horrible (while content is amazing!!). Volume goes in and out regularly.
What with the audio ups and down 👎
But great content mohnish
He seems to use a filter in the last videos. But it does not work out good ...
@@RetroRanger I think it's the noise cancellation in software zoom, teams etc
@@sabka_rajvir exactly
How can you buy Indian Stocks from the USA?
Thank you
Great lecture. Pls do something with that audio...is very bad.
The sound is too bad i jumped out
@1:04:02 first time hearing you speak in hindi
For the first time I heard Mohnish speak Hindi.
I would like to see someone asking Mohnish about SRG now. Since the new changes around SRG, how to evaluate the correct price of such a stock.
He answers this in his video 3 months ago with Harvard Business School. 39:26 in.
@@plowerrr3I watched that video and I think you did not follow the recent news around SRG
Great lecture sir. Thanks for sharing this! :)
Hi Sir
Why you exited in IEX
Amazing video ! Wow
Audio is so bad, Mr.Pabria please buy a new mic. Always a pleasure to listen.
Thanks Mohnish, I really appreciate the lessons you have shared.
Lots of thanks from 🇿🇲 Zambia
Thank You Mohnish
Great insight...audio is too shaky
Whay the sound works so bad??
Apart from reading 10k and company websites what other resources are available to learn more about industries
Books, newspapers, business school case studies, product reviews.
I am a big fan of you
Revenues and operating profits at McDonalds and Coke have been flat basically for a decade. It's dividends and buybacks at this point, not growth. Also MCD runs with negative equity.
Please get a better webcam/microphone Mohnish! Priceless information but being wasted because of the audio. Lovely office though :)
Audio is bad. Sound goes in and out. I like the content but hard to focus.
Over all great content with bad audio
Love you ❤ as always sir......
Mohnish, FIX YOUR MICROPHONE for god sake.
How i could join it
Thanks sir
It was a great video, but it was PITA to listen to because Mohnis's voice oscillated horribly!
Pabrai has never mastered speaking directly into a microphone.
lol...
OMG the audio is horrible!
PAYTM/One 97 Communications Ltd is multi bagger stock
I wish his microphone would not cut him off in volume
Big audio problems
Bad audio, if possible please reload it with good audio, please
Audio is bad. Use CC
I just loved ur every videos 🔥🔥😹
Sometimes I think I am just listening to UA-cam investors who fluked out, but don't realize it.
I don't understand any of this on one side people are saying picking stocks is futile fund managers can't beat an index etc. So how does he do it? If this is possible then why all the passive investing community is so reluctant to notice? They demoralise me
Passive investors don't want to put in the time and are afraid of having conviction and willingness to take risk in order to win. They fixate on their 25-50% losses instead of the 5-10x wins.
@@vict1435 There's this guy Ben Felix on YT he's really into it & he's a CFA
Most people don't beat the index over time. Of course it's possible. It's safer and efficient to just buy a sp500 index fund.
And when talking about guys like these, or hedge funds, etc. They spend a LOT of money to get any small edge.
For all those who says value investing is dead: The day when this channel gets few crores of subscribers we may tempt to start saying such nonsense
Bad audio
Please buy a microphoneee
45:00
I want McDonald's now
🍔🥱
Ayeee
I wanted to be first 😠
43:48
oh no, bad audio
Horrible audio
He needs to invest in a mic
Jesus Christ buy a better mic Monish. For the sake of your followers and people who come to hear you speak, the least you can do is spend $100 on a good mic
JOLLY BEE
worst audio ever
Hello Sir m
Mohnish Pabrai is crooked.
talk abt 10 bagger 100 bagger, even 1 bagger is hard for you hahah
zzzzzz
Bro, get an actual mic. Aren't you worth millions?
Thank you Mohnish.
Thank you