Mohnish Pabrai's Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020
Chai with Pabrai · Mohnish Pabrai
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Professor Jiang Guohua's Students "Compounding with the Spawners"
(00:00:00) - Introduction
(00:04:41) - Choices for an investor
(00:09:58) - The Path to Multi-Baggers
(00:13:35) - Spawners
(00:30:40) - The $50 Billion Rule
(00:33:57) - Pabrai Spawning rules
(00:36:46) - Set it and forget it
(00:42:58) - Conglomerates vs. Spawners in Emerging Markets
(00:43:52) - Fake Spawners
(01:06:27) - Core traits of Spawners
(01:19:12) - CMGI
(01:22:54) - When wealth is lost
(01:25:24) - Costco; Seritage
(01:29:18) - Entrepreneur's Advantage
(01:33:07) - Leverage and Debt