Mohnish Pabrai’s Q&A session with students at the University of Georgia

University of Georgia Host: Charlie Warren Oberman November 18, 2021 (00:00:00) - Introduction (00:02:06) - Buffett: when he has his first stock tip, call me collect (00:03:47) - Relationship with Warren Buffett and Charlie Munger (00:12:41) - Circle of competence (00:15:16) - Sources for Investment Ideas (00:17:08) - Handling Underperformance (00:18:49) - Leverage in Businesses (00:23:05) - Micro vs. Macro (00:24:21) - Avoiding Confirmation Bias (00:25:51) - Identifying Moats (00:29:00) - Evaluating Management (00:30:16) - Investing as a Profession (00:32:15) - Entrepreneur’s Advantage (00:33:49) - Zero Fee Structure (00:35:42) - Pre-investment checklist (00:39:12) - Lessons from Failures (00:44:14) - Calculating Intrinsic Value (00:48:03) - Shameless Cloning (00:49:42) - Long-term compounders  

Om Podcasten

Mohnish Pabrai is the founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic: Perspectives on Investing​.