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
(00:02:37) - Compounding is the 8th wonder of world
(00:14:10) - Wilson’s Coin Operated Company
(00:22:00) - Warren’s obsession about compounding
(00:24:36) - Rule of 72
(00:32:16) - Mr. Money Mustache
(00:34:25) - Rate of compounding
(00:39:03) - Compound 26%
(00:46:20) - Mindless Cloning
(00:54:07) - Comparative advantage of a Hedge fund
(01:00:52) - Portfolio Management
(01:06:46) - Kelly formula
(01:08:55) - Thou shall not forecast recession
(01:16:19) - Best source of ideas
(01:20:08) - Market trends and Passive investing
(01:26:50) - Doing the best job as a manager
(01:33:48) - Insurance business
(01:34:48) - Entrepreneur’s Advantage
(01:37:42) - Investing in Commodity Businesses
(01:42:31) - Technology and Investment
(01:43:42) - Insights on Charlie Munger
(01:48:44) - Difference in profit and non-profit world; Dakshana Foundation
(01:52:43) - Advantage of being Part-time Investor
