Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016
Chai with Pabrai · Mohnish Pabrai
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Show Notes
Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value Investing Professor Arvind Navaratnam
(00:00:00) - Introduction
(00:00:40) - The Quest for 10 to 100 Baggars
(00:05:34) - Investment in Satyam Computers
(00:10:31) - Blue Dart
(00:13:28) - Kotak Mahindra Bank
(00:14:19) - CMGI
(00:20:25) - 1st type of 100 baggers – Moody, Coca-Cola, Visa etc.
(00:31:16) - 2nd type of 100 baggers – Amazon, Costco etc
(00:33:34) - 3rd type of 100 baggers – IPSCO, Fiat etc
(00:44:47) - Tesoro Petroleum
(00:50:26) - Frontline
(01:00:23) - Teck Cominco
(01:03:43) - 4th type of 100 baggers
(01:08:41) - 5th type of 100 baggers – Silicon Valley Bank
(01:19:11) - Frontline 2.0
(01:27:10) - Circle of Competence
(01:32:02) - Your inner calling
(01:41:23) - There is no suffering in this world
(01:43:08) - Value is its own catalyst