Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017

Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam

00:00:00 Introduction
00:03:23 Compounding is the 8th wonder of world
00:17:20 Wilson’s Coin Operated Company
00:26:27 Warren’s obsession about compounding
00:29:11 Rule of 72
00:38:10 Mr. Money Mustache
00:40:50 Rate of compounding
00:46:11 Compound 26%
00:55:10 Mindless Cloning
01:04:09 Comparative advantage of a Hedge fund
01:12:05 Portfolio Management
01:19:35 Kelly formula
01:22:00 Thou shall not forecast recession
01:30:25 Best source of ideas
01:35:00 Market trends and Passive investing
01:42:35 Doing the best job as a manager
01:50:56 Insurance business
01:52:37 Entrepreneur’s Advantage
01:56:40 Investing in Commodity Businesses
02:02:40 Technology and Investment
02:04:25 Insights on Charlie Munger
02:11:08 Difference in profit and non-profit world; Dakshana Foundation
02:15:45 Advantage of being Part-time Investor

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.