Mohnish Pabrai’s Q&A Session with Students at Indiana Univ. Kelley School of Business –April 1, 2021
Mohnish Pabrai’s Q&A Session with Students at Indiana Univ. Kelley School of Business –April 1, 2021 (00:00:00) - Introduction (00:04:31) - Investment checklist (00:08:18) - Circle of competence (00:11:08) - Shipping Industry (00:21:56) - Portfolio Management (00:23:35) - US Markets vs. Other markets (00:25:38) - Short selling (00:29:24) - Research process (00:30:42) - Holding a stock (00:33:10) - Cinches, Feet on the desk and awesome destinations (00:41:33) - Pre-investment checklist (00:43:19) - Kelly formula (00:45:04) - Scenario analysis (00:46:28) - Hurdle rate (00:47:48) - Philanthropic initiative; Dakshana Foundation (00:51:41) - When wealth is lost (00:54:14) - Best trait of an investor; Patience (00:56:12) - Lunch with Warren Buffett (00:58:43) - Starting of Pabrai Funds (01:01:49) - Investment Strategy (01:02:35) - Learning from mistakes (01:04:17) - Career Advice