FINSEC Dialog Conversation with Mohnish Pabrai
Session with Sandeep Parekh 1st June 2022 (00:00:00) - Introduction (00:01:37) - The Dakshana Story (00:06:52) - High risk and high return in philanthropy (00:09:00) - Cloning the Super 30 model (00:12:24) - Effect of macro & micro on investing (00:14:53) - The Dot Com Bubble of 1999-2000 (00:21:24) - Funeral businesses are amazing (00:27:05) - Shameless Cloning (00:32:50) - Mis-priced assets (00:40:19) - Sold too soon! Wise too late! (00:52:36) - The Power of compounding (01:04:35) - Investing in India (01:08:19) - Ben Graham Net Nets