Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020 скачать в хорошем качестве

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - October 8, 2020

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam 00:00:00 Introduction 00:01:34 Bull! A history of boom and bust, 1982-2004 00:02:15 The Dow (1896-2020) 00:15:25 NASDAQ (1971-2020) 00:19:20 Nikkei (1970-2020) 00:21:06 Kospi (1980-2020) 00:22:58 “Old too soon, wise too late”- Charlie Munger 00:26:08 NVR business 00:28:00 Nick Sleep 00:33:14 Extreme undervaluation to extreme overvaluation 00:34:38 Great compounder or great carnival 00:36:15 Investing failures 00:39:00 Valuating a company 00:46:26 Retails 00:59:24 Where to start? 01:06:34 Managing portfolio during pandemic 01:11:40 Value investing is not dead 01:13:00 Optionality in a business 01:18:40 Long runway 01:22:11 Identifying moats 01:27:00 Opportunity cost 01:33:07 Shameless Cloning 01:39:11 Pre-investment checklist 01:43:15 Investment in IPSCO and Turkey 01:49:14 Kelly formula 01:54:03 Quality of management team 01:58:21 Advise for students 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.