Mohnish Pabrai's Session with SumZero on June 10, 2025

More from Chai with Pabrai

1. 

   10 Dec 2025 · 32 min

   Mohnish Pabrai's Fireside chat with Ben Graham Centre on October 14, 2025

   Mohnish Pabrai's Fireside chat with Ben Graham Centre at the 5th European Value Investing Conference on October 14, 2025. (00:00:00) - Introduction (00:00:58) - Cloning is the best mental model (00:02:14) - Human aversion to cloning (00:04:00) - Simplicity: Highest level of intellect (00:05:35) - Cloning the Buffett Partnerships (00:09:38) - Learnings from Buffett and Munger: Portfolio concentration (00:14:49) - Asymmetry in investing: Amazon (00:16:41) - Power vs. Force: David Hawkins (00:21:26) - The Dakshana Foundation: Cloned from Super 30 (00:27:06) - Success rate of the Dakshana…

2. 

   14 Oct 2025 · 24 min

   Q&A session with Nisaba Godrej & Omar Momin and Dakshana Scholars at Dakshana Valley on July 25, 2025

   Q&A session with Nisaba Godrej & Omar Momin and Dakshana Scholars at Dakshana Valley on July 25, 2025 (00:00:00) – Introduction (00:00:49) - How youth can build a developed nation (00:02:48) - Grow together, Rise together, Win together (00:04:57) - Excellence with character changes the world (00:07:51) - Big impact starts with small actions (00:09:47) - Private innovation for public good; Arvind Eye Care & Infinite Vision (00:16:26) - Listen to your inner voice (00:17:35) - Curiosity over curriculum (00:20:01) - Integrity above everything (00:22:08) - Better schools for brighter future The…

3. 

   1 Oct 2025 · 1 hr 26 min

   Mohnish Pabrai's Interview session at The Diary of a CEO on July 13, 2025

   Mohnish Pabrai's Interview session with Steven Bartlett at The Diary of a CEO on July 13, 2025. (00:00:26) - Cloning as a mental model; Bill Gates and Sam Walton (00:05:11) - Entrepreneurs do not take risk (00:09:23) - Focus on offering gaps (00:13:11) - Understand customer requirement; Google Glass vs. Meta (00:16:20) - Make your business cost-effective; Walmart & LVMH (00:18:24) - Getting your music out; Bill Gates & Paul Allen (00:21:40) - Find the calling in your life (00:23:54) - My Owner's Manual (00:29:04) - Capital investment in start-ups; Sir Richard Branson (00:36:59) -…

4. 

   5 Oct 2026 · 1 hr 6 min

   Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1

   Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1. (00:00:00) - Introduction (00:01:41) - BCD Tofu House (00:03:09) - Advancement in South Korea (00:04:33) - Spend less than you earn! (00:05:57) - Memory businesses: Samsung, SK Hynix & Micron (00:10:08) - Micron vs. SK Hynix (00:12:19) - The declining population of South Korea; Hyundai (00:14:50) - Investing in S&P vs. Berkshire Hathaway (00:17:47) - My investment checklist; Leverage, Business moats & Management teams (00:20:18) - Hyundai vs. MasterCard (00:22:26) - Investing in Turkey; Reysas (00:26:16)…

5. 

   9 Sep 2026 · 47 min

   Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026

   Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026. (00:00:00) - Introduction (00:01:43) - Checklist for an aspiring fund manager (00:03:00) - Evaluating the company's management team (00:03:56) - Micron; Oligopolistic market situations; Coke & Pepsi (00:08:31) - The 1973-74 Nifty-Fifty crash; Walmart & The Walton Family (00:13:57) - Investing in Turkey; Reysas (00:24:33) - Kaspi (00:29:00) - Portfolio concentration; The Walton Family & Bentonville, Arkansas (00:32:59) - Constellation Software Services (00:34:12) - Reysas Logistics & Reysas REIT…

6. 

   27 Aug 2026 · 46 min

   Mohnish Pabrai's Interview with New Money on July 21, 2026

   Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026. (00:00:00) - Introduction (00:00:35) - Investing in Berkshire Hathaway Class B shares (00:03:02) - Berkshire Hathaway: Handling a trillion-dollar portfolio (00:06:19) - Berkshire's investment in Google (00:09:36) - The gold rush: Memory businesses; Micron (00:12:36) - Kaspi (00:16:19) - Your deepest desire is your destiny; Finding stocks on Value Investors Club (00:22:15) - Invest in your highest conviction bets (00:25:50) - How to decide about investing in a stock; Adobe vs. Kaspi (00:28:44) - SpaceX; Elon…

7. 

   3 Aug 2026 · 1 hr 40 min

   Mohnish Pabrai's Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020

   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

8. 

   30 Jul 2026 · 1 hr 28 min

   The Kolkata Value Hunters Club; Q&A with Mohnish Pabrai

   Knowledge Speakers Series May 12, 2021 (00:00:00) - Introduction (00:04:03) - Value vs Growth Investing (00:29:23) - Investments in India (00:38:25) - Learnings from Warren Buffett and Charlie Munger (00:43:19) - Dakshana Foundation (00:48:18) - Impact of COVID on businesses (00:52:03) - Indian hotels business (00:56:28) - What's a great business? (00:58:17) - How to select Best Value Proposition? (01:07:58) - Unicorns in India (01:12:57) - Mohnish's schedule (01:17:31) - Death and Rebirth business (01:23:03) - India's growth and market

9. 

   30 Jul 2026 · 1 hr 2 min

   London Business School (LBS) MBA students Q&A on May 19, 2021

   This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club (00:00:00) - Introduction (00:02:47) - Changes in our Economy post-COVID (00:08:21) - Entrepreneur's Advantage (00:15:11) - Advise to New Investors (00:19:37) - Inner Scorecard (00:24:09) - Evaluating Management (00:30:42) - Investment in Graftech (00:38:56) - Portfolio Construction (00:43:46) - Mumbai Real Estate (00:49:27) - Impact of Exchange Rate on Investments (00:52:51) - Learnings from Nick Sleep

10. 

    30 Jul 2026 · 53 min

    Value Investing Masterclass with NUS MBA students at NUS Business School

    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

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