Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Dec 22, 2017

Chai with Pabrai - A podcast by Mohnish Pabrai

Categories:

Prof. Jiang Guohua's Value Investing Course "Compounding is the 8th Wonder of the World" (00:00:00) - Introduction (00:04:19) - Book: One thousand way to make $1000 (00:05:41) - The power of compounding (00:08:23) - Rule of 72 (00:15:58) - The  Wilson Coin Company (00:24:12) - 3 variables in Compounding (00:30:20) - Compounding @ 26% (00:36:45) - Lesson learnt from owning an Insurance company (00:39:57) - Zero management fees (00:42:48) - Guy Spier (00:45:07) - Investment outside US (India & China) (00:49:54) - Investing in Berkshire Hathaway (00:51:30) - Change in investment strategy (00:53:55) - Managing personal assets (00:56:59) - Finding the true value of a company (01:07:36) - Stop-losses are dumb (01:14:48) - My Worst Investment (01:32:26) - Circle of Competence (01:38:41) - Conviction