Mohnish Pabrai: Best Lecture EVER For Stock Market Investors (Value Investing)
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- Опубліковано 10 чер 2023
- Mohnish Pabrai’s PRICELESS Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.). I really want to thank Mohnish for the knowledge he spreads for free every single month. I learned a lot from him and I wish I can continue to do so.
Mohnish Pabrai is one of the greatest investors of all time. His fund completely crushed the market by 1,103% between 2000 and 2013.
This channel aims to archive some of the lessons the best investors in the world have to teach us.
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Large-cap stocks and ETFs typically deliver relatively stable returns during periods of heightened volatility and can be great for investors aiming to minimize risk. Renewed buying strength in markets in September and October. I want to invest more than $300k, but I'm not sure on how to mitigate risk.
Spreading your investments across different sectors and asset classes can help manage risk. Diversification can protect your portfolio from the impact of a downturn in any one area of the market.
Speaking with an advisor helped me stay afloat in the market and grow my portfolio to about 65% since January 2022, This helped me stay afloat and improve my portfolio of $450k in months.They have strategies that are specifically suited to your long-term objectives and financial aspirations.
my partner’s been considering going the same route, could you share more info please on the advisor that guides you.
'NATALIE NOEL BURNS' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
While this provide an actual strategy on investment, on how you buy your stocks. After buying shares for just over 10 years, i'm struggling to make gains. How do i adjust or revamp my $2M portfolio? or should i consider some defensive investments?
In this current unstable markets, It is advisable to diversify while retaining 70-80% in secure investments. looking at the worth of your portfolio, you should consider financial advisory.
Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.
She goes by ‘’Jessica Annabelle Rupp’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thank you for sharing, I must say, Jessica appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains.
Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
Amazing. It gets quite difficult to handle all of this, and staying informed is a major cause, how do you go about this are you a pro investor?
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of my finances in the past two quarters.
This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets.
I’m intrigued by your progress. Could you share some insights into your trading strategy or perhaps recommend any specific resources or mentors that have led to your success.
As a newbie, about to invest you most have four things in mind.
1 have long time mindset
2 be willing to take risk
3 be careful on Money usage, if you are not spending to earn back then stop spending
4 never claimed to know -Ask question, it's the best you work with a financial advisor.. like Martinez Amend, he is good on what he knows how to do best.
It's wise to seek a professional guidance when building a strong financial portfolio due to its complexity
Hit $200k today. Thanks you for all the knowledge and nuggets you had thrown my way over the last months. Started with $20k in October 2023
Most rich people stay rich by spending like poor and investing without season, and most poor people spending like rich yet not investing like the rich, but impressing them.
You're absolutely right, and that's a beautiful mindset you've got there I never thought of it this way before.
The idea of the whole trade market is something I still can't wrap my head around.
Even if bond yields are rising while stock prices are decreasing, the markets are still skeptical whether the Federal Reserve will stick to its goal to raise interest rates until inflation is under control. As I'm still debating whether to sell my $401k worth of equities, what is the best way to profit from the current down market?
Even though there will likely be more pain in the future, investors should look for stocks like Royal Philips NV and Alstom SA that have been sufficiently battered down to be a bargain or hire an exceptional portfolio manager.
I completely agree, which is why I think it's important to delegate decision-making responsibility to an investment coach. Underperformance is essentially unimaginable given their specialized experience and education, as well as the fact that each of their skills is focused on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable events. Working with an investment coach for over two years, I've made over $1.5 million.
That's something I've been considering. I have a lot of stocks that I've kept, but they're starting to lose value, so I'm not sure if I should keep them or sell them. Hiring your investment coach would make it much easier for me to rebuild my portfolio.
'Vivian Carol Gioia' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
I watched this during the pandemic time and at that time I had no idea about stocks and companies..feeling nostalgic watching it again..Mr Monish he's a legend too.
Your stock investing strategy is excellent. I've been hesitant to enter this market since knowing about a man who made over a million dollars from just $300k since the epidemic, but I now believe the moment is perfect. I'm now interested in the strategy and techniques he used to achieve such a huge profit.
Look for stocks that, at the very least, move in line with the long-term trend of the market and offer yields that are higher than the market average. But you should ask a financial expert for guidance if you want to create an effective long-term plan.
@@harod033 That is amazing! Since my portfolio has greatly deteriorated, I could really use this advisor's expertise. If you could suggest a reputable investing advisor, I would be grateful.
@@harod033 Insightful... I was curious after reading what you shared, so I Googled her name. I came across her webpage.
Value investing is the key, very informative .Thank you for the lesson prof 🙏.
Only rich people can say don't work where you don't want to.
I need food even if I dislike my work 😅😂
Correct 😂😂
Thank you for posting this
Great video. New Subscriber and now a fan of Mohnish. Very likeable and fantastic delivery.
What a nice guy he is, the way of simplicity is really admirable. Frankly speaking, this type of guy are really Greatful because they know that what's come under my expertise and what not.
Today after listening his lecture I fell confident on myself that I am on the right track. Thank you sir.
He just started a public fund too :)
you are a great teacher. what a video thank you sir
Love u sir. Way of expansion is excellent
Thank you🌹🌹🌹
Pretty hard to live like that if you aren’t a kind of genius that can beat the market over the long term. So that’s an essential part.
13:42 Mastercard destroying Sunteck at the moment, but we will have to wait 6 years more
This lecture probably came out before Mohnish learned about "Circling the Wagons"
What do u mean?
circle trading
Timestamps would greatly help nice videos like this one ❤❤❤❤❤
Great video! I really do have a question. For someone with less than $40K to invest, how would you recommend we enter the stock market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What’s your take on this approach?
Because they are used to bull markets, most people find it difficult to handle a decline, but if you know where to search and how to get around, you can make a sizable profit. It depends on how you plan to enter and leave.
Given that we are not accustomed to such uncertain markets, the fact that the US stock market has been on its longest bull run ever makes the widespread anxiety and excitement comprehensible. There are opportunities if you know where to go, as you noted that it wasn't difficult for me to earn more than $780k in the previous 10 months. Since I was aware that I would need a reliable and strong plan to get through these tough times, I engaged a portfolio advisor.
@@AshtonGrace Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
@@MariusNatt It was run by Maria Teresa Tyler, who I learned about and got in touch with thanks to a CNBC interview. Since then, it has served as the point of entry and departure for the games we have emphasized. A search on the internet can be done if tracking is necessary.
@@AshtonGrace I looked up Maria Teresa Tyler's profile online since I was curious. I saw her page, her credentials, and how tight she came across. At first, I thought this was overblown nonsense.
That's an old video, so I decided to take advantage of it and check the current situation :)
13:58
on 6/11/2023 Mastercard is about $369/share (gain value) and Sunteck Realty is Rs. 286/share (lost value)
So, the guy has been right about keeping mastercard)))
So far, but remember the bet is to hold until 2030
Yeah the govt recently again started a mini demonitization where the 2k currency note will be banned soon and whatever black money that exists now will again get purged.
To compare a financial behemoth with a real estate player is like comparing the us military industrial complex with a one store burger stall....the burger stall can earn 100x roe... But can it complete against a financial behemoth.
@@pavantadas30 the burger stall might stop operating at any moment. It's no a very reliable business.
I have checked the current situation & I feel so sorry for Mohnish
I admire the mastercard investor guy who told you to get lost.
I can't believe I have spent 40 min. with this guy, so sorry for the group of students sitting in front of him.
14 years with that trainer and these are the results!! Should we expect same results in markets? Just DCA into index funds, call it a day, and live life. Also…Cali is far from paradise…look at all the homeless and other social problems
very good
There are two way to look at the video. One as a Fan and just follow what he said, with his own wisdom. Salute to it. Second with what happen in 2024. I do not see either Suntek,Motherson Sumi or Rain Ind performed very well. Even decision made in 2018/19 really look bad. Mohnish may get success by 2030 but there are so many other better place where he could have made money (in INDIA). Mastercard and Coke has done better than what he expect atleast. Sorry but I must say he just got too happy when he beat his X friend on % term in first 1 year :)
I love Mr Paburai
You wish you lived Irvine, CA. Lmao .
Hello, love this video, just started it. Just wanted to ask, is there somewhere I can get the slides? Thanks!
Investing is a combination of long term and short term thinking. Mastercard is a long term stock. Nothing wrong in holding it long term.
Thank you very much really we need to do a job so olso business freedom that is beautiful so we will have a better place olso you should try to solve that problem so it is very important point business freedom is depend on for peace and stability that is good
This dude is big BSer
I follow and love your videos. sadly, it's been a while since i visited it has been a very rough year... i am experiencing one of the toughest phases of my life... Lost a fortune lnvesting in emerging companies. Hopeful, for a turnaround.
It's the market don't leave during the bear, you will be fine. You should have opted for a suitable robot platform or traded with Gary Joe Wilde, or any other regulated advisor. As a beginner investor myself, I have made over 45K in a few months of coping Gary's positions.
More than 5 years later, in Feb 2024 -
Sunteck - 462 | +30% | CAGR 5%
Mastercard - 458 | +127% | CAGR 16%
Someone sold Sunteck and bought Mastercard too..
Check dividends
Sunteck Rs. 475
Mastercard $ 424
Date 14th Dec 2023
You always learn something when you listen to Mohnish. Learning how to invest at a young age is key to success. A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger serials the investment principles key to there success.
Did you factor dollar vs rupee during the time in case of master card and suntech. I am not in favor or against any but trying to understand with a mix approach of price action along with dollar vs rupee value.
A ounce of luck is better then a pound of wisdom.
Suntek reality made 50% absolute growth in 6 years since sep 2017 , since parbai invested. Is it great
2023 September 3, Sunteck Realty Rs. 362/share vs MasterCard $415,57/share. Looks like Mohnish will lose his bet
Yes. Sunteck is cyclical af
@@TheBanterCity2023 december 1, rs.502.25 + (7.5 dividend)
Would love Land Rover,Jaguar to approach Motherson Sumi.
I've totally stopped believing in the S&P to deliver any significant return, especially this period. I'm thinking of redistributing my portfolio to other stocks, but I hardly know which ones will do well. I have about $400k set aside to distribute into profit yielding dividend equities, still not sure of which to get into. Just here for ideas
The S&P 500 has incredible long-term return potential if one can persevere with it. This is why it's wise to speak with a financial counselor before making any kind of investment decision.
I’ve been working with a coach for over 3 years and my port-folio has yielded from initial $500k to a ballpark estimate of $1.85m as of today. Maybe you should consider exploring that option.
I hope you don't mind if I ask you recommend this particular professional you use their service?
“Julie Anne Hoover" oversees my portfolio, simply do your due diligence. She's an extremely intelligent person, very thoughtful, cautious, and shows a great deal of expertise with over two decade of experience in her line of work.
thanks for sharing this, I googled the lady you mentioned and after going through her resume, I can tell she's a pro. I wrote her and I'm waiting on her reply
Mastercard is $423.14 as of 12/18/23 so doubled and then some.
Disruption is a risk for autoparts manufacturers. Electric cars need not so many parts.
High Mohnish
Checking the price now really interested they still under valued in my analysis do you still hold them today 2023 what is your opinion and status now any fundamentals changes or you let Mr G Sier to win 😂
you lost the bet Mohnish. 5 year stock price change: (2019→2024)
Rain Industry 5% ↑
Sunteck 41% ↑
Mastercard 112% ↑
I admire the guy who told him to get lost😂😂
Wasn't Mastercard just like the many Indian companies run on froad?. Prior to Reagan the creddit card companies were gasping for air. There and then they were not allowed to charge more than 12%. Laws were changed for one reason only, they were not valid in state of Dakota. All the creddit companies sent one representative over and the next day sky was the limit what % they could charge and they still do. Meanwhile banks were paying near zero yield past the 80-ties were rates for loans were past 20%. What did take place regarding loan sharking where an excesss of 12% was not allowed.
No.. they deal more in payment processing not in loans or credit card debt... the creditor might be capital one or something but they are using Mastercard payment platform and the card.
@qubeplayg it means bribes
❤
“the other 354 days..” 🤔
Yeah, there is a good ideas to know for, don’t know why he compared Indian stocks to US stocks? And he did not push further his presentation in RAIN that went hard/down after it surge, he did not say what he did? Or what his reason there? He just saying he will find out in 5 years? He did not sell any profit or what?
43:33 hidden moats #RAIN
😂
No doubt he’s a great investor but he overestimated Suntech Realty though it’s early (compared to 2030)
Same,it's still the same & Mastercard nearly doubled, but no one knows if sun tech mightbe accumulating & suddenly it becomes rocket
I think I shud hv seen this 7 months back
This guy is luckier than good. Ps. Time will tell...
Still time to take this video offline Mohnish. Sunteck will go to zero in October 2026. (Your guess is as good as mine... ;-) )
The kind of information this guy has is mostly unaccessible to the retail investor I believe. He talks to CEO's on a personal level and bets on the companies. Good information tho, I've got a new angle to see companies I invest in.
Mastercard is 472 in March 2024
He is incredibly smart but his story telling is sooo slow
Today 07/02/24 MasterCard stock is 460.5 up 110 % Suntech Realty is 473 up 42% 🤔
I am interested 😂
Is this sector even still profitable with everything that has been happening? I seriously doubt this.
Definitely. You think people would still engage in it this seriously if it wasn't profitable?? With the right information, one can make unbelievable amounts from the market., personally, I have made over a couple of thousands in the past few months from the market and I'm not even a pro .
Hi Hildred, how do you do it? do you use a spreadsheet
No, don't know what that is. I use a professional Walter Anderson Burroughs. Him or any good pro would be better if you have time constraints or are a beginner and though there might be charges, its way more profitable.
came into this thread and surprisingly I know this fella, used to share the same office block with him. great guy
No it is not
" everyone's favorite business... " What is he saying? Sounds like Malkai, mall-tie, something like that.
Moutai, known as the national liquor of China, is a potent, colourless spirit that is usually served at banquets in China, and drinkers say that the flavour …
I'm confused, Mastercard is $400+ lmao.
Sunteck is at $367 (not sure currency).
But it's only gone up 150% approx since 2009... what am i missing?
Compared to the date Mohnish has given
Sunteck is up about 10% @Rs 390 from Rs 355 in 5 yrs
While Mastercard is up about 92% for the same period
The situation is even worse for Sunteck on the same currency basis
Suntek Realty is now at 500...its indian stock market listed
The trainer Jason doesn't look so successfully in his job when look at Mohnish's belly
Master card has given better returns.2024
I admire the guy who told him to get lost😂😂
nothing to learn here. He saw moats where there was none. Rain is cyclical like he said. Sunteck is not even running with stocks from its sector.
In last 1 year, Sunteck Realty share price is down ~35% while the Indian stock market is up by 19% during the same period..this is as of 13 June'23..
and what does a stock price have to do with value?😂
@@rickfool1452 It has everything to do with it wtf are you talking about lol
@@Tendomcgoobin hmm. so market is perfectly efficient. v smart.
Will Warren Buffet buy all those unknown Indian Companies which have CEO’s with mood swings as only moat .
@@rajarora2097 this is why it's easy to make money in the Indian market. filled with morons.
Stay in india mohnish stay in india..... Could be better at understanding business
I learnt nothing. Listened in a very boring way this lecture.
looks like Guy is winning
😂😂😂😂😂😂😂
No valuable info shared. Most of the talk was about “what I did” and not “how I did it”. Even after the woman asked him how to identify these companies.
Personal trainer hasn´t been fired? Nice employer
So I guess he lost that contest with "GUY" Since Master Card stock has been on fire and Sunteck performance was garbage. Goes to show you to think for yourself and don't take someones advice just because they were successful in the past.
Love Mohnish but this was not the Best Lecture Ever
Simple numbers
Master in 2005 - $4.7
2024- $426.81 -. Xx90.8 times
Suntek. In 2009. $258.17
2024. $459.8 - xxx1.78 times
Suntek in lovest 2016 - $95.6-. Xxx 4.8 times
Unfortunately you not believe what you talking about
most of the people there are chinise
Pabrai just sold off sunteck realty
Wait. This guy has a trainer for 12 years and he looks like this? 😅 Someone should fire his trainer!
Mohnish is a grifter. More of a trader than anything else. Review his records. Haven’t been able to make any returns for last 10 years
Stock analysts say stocks that will skyrocket in year 2024 are MRNA. UPST. TDOC. BBY. Tgt. PARA. SQQQ ROKU? To name few.