Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.)

May 1, 2019 at Irvine, California
Professor Juang Guohua's Students

00:00:00 Introduction
00:05:40 Cloning
00:10:02 Great Businesses vs. Great Investments
00:11:59 Mastercard vs. Sunteck Realty
00:29:38 Motherson Sumi vs. Rain Industries
00:47:20 Warren Buffett's Coke Investment
00:50:30 Rain Industries
01:04:50 Rain Industries
01:11:10 Motherson Sumi

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.

[gowrishankarkn]

What a lecture Mohnish. What I could not understand by reading The Intelligent Investor (100 pages) in one month I gained 10 years of knowledge about the Capital Markets in 1 hour. God Bless You sir. Just I shall watch ALL of your videos. Thanks.

[bhushankhairnar]

I start my days with mohnish pabrai videos and it help me in buying undervalued stocks.. Thank mohnish..

[RobertBrown-kezp]

So glad I came across your name in one of the Buffett-Munger Berkshire Hathaway annual meetings. You give me hope as a private investor.

[shankarnanda]

Oct 14-2019
sunteck realty - Rs 408.95 (up 15% from base)
master card - $276.38 (up 36 % from base)

Oct 14, 2020
Sunteck - Rs 255
MasterCard - $ 342

Oct 14, 2021
Sunteck - Rs 510
Master card - $ 345
I love reading your Dhandho Investor. Thanks 😊

[davidvest]

i never really bought into the hype surrounding algo trading a few years ago until last year. seeing how effortlessly my portfolio has been scaling since the last quarter, actually about $310k in growth, even with the current turbulence, i do not know why more people are not adopting this approach. with concepts like DCA and rebalancing all automated, it could not have been better. been helluva ride so far!

[ArifAnsari-dukq]

Listening this video is equivalent to reading many books on investment.

[ashwinthobbi]

Great talk Mohnish..If you do not hear Warren/Charlie every 5 minutes on an average in Mohnish's talk, you have to double check whether it is actually Mohnish who is talking or it is someone else :)..

[khafreahmose]

What he elucidated on starting at 1:01:20 was a real gem! I love his philosophy of constant improvement and evolving beyond the status quo of modern value investing.

[Historyteacheraz]

Great video! Always learn something valuable when Mohnish talks. A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger is a good resource for new investors.

[sahildave]

This is an awesome session Mohnish. Learnt a lot of invaluable modern investing lessons.

[alexinvests]

I love cloning. Thank you for being such a great teacher!

[stevenpaul]

Putting our time and effort in activities and investments that will yield a profitable return in the future is what we should be aiming for. Success depends on the actions or steps you take to achieve it.

[tinytales.productions]

It’s 4 years now.
6 nov 2022

Mastercard- 318.37 usd
Vs
Sunteck- 395.65rs


(Guy is up right now)

[rachit]

Update- (2.5.21)
Mastercard- 382 🔼 51%
Sunteck- 267🔽 25%
9 year left

[logicalthinking]

These guys are killing it! So smart questions!!

[karanmalik]

Thanks for shedding some light on your principles Mr Pabrai !!

[kmukul]

Thank you pabrai, if i didnt have a job, I will watch a lot more of pabrai

[qaisurrehman]

Thank you Monish, always looking forward for your new videos a lot of new learning as always, thanks,

[animeshmehra]

Update- 07.05.2020 (Covid Effect)

Mastercard ~$280
Suntek~ INR 161

[qaisurrehman]

59:54 what? look the expression of the lady