Chai with Pabrai

Mohnish Pabrai's session with CIBS at University of Cambridge on January 31, 2025

Chai with Pabrai

Show Notes

Mohnish Pabrai's session with Cambridge Investment Banking Society at University of Cambridge on January 31, 2025.

(00:00:00) - Introduction

(00:01:38) - Marcus Aurelius: Stoic philosophy

(00:04:28) - Learning from mistakes

(00:09:01) - Ignore Macroeconomic factors

(00:11:57) - Value vs growth investing

(00:14:58) - Investing in Turkey: Reysas

(00:19:22) - Venture Capital: Bill Gurley

(00:23:06) - Handling the 2008 financial crisis

(00:24:12) - Skills for value investing

(00:27:02) - Look for undiscovered opportunities; Warren's Swiss Army knife approach

(00:30:22) - Handling the portfolio concentration and risks

(00:33:49) - Sam Walton

(00:36:31) - All knowledge is cumulative

(00:38:43) - Nick Sleep

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