Value Investing Masterclass with NUS MBA students at NUS Business School
Chai with Pabrai · Mohnish Pabrai
January 26, 202353m 2s
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Show Notes
NUS MBA Finance Club, NUS Business School January 19, 2022
(00:00:00) - Introduction
(00:02:43) - Captive Finance Company
(00:13:38) - Funeral Business
(00:22:49) - Investment in IPSCO
(00:26:53) - High Uncertainty, Low risk; High returns
(00:27:32) - Silicon Valley Bank
(00:34:46) - Power of compounding
(00:36:01) - Value investing is not dead
(00:38:30) - Investing as treasure hunt
(00:42:58) - Lessons from Warren Buffett
(00:45:43) - Investment in Alibaba and China
(00:48:28) - Chuck Akre; 3-legged stool