Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016
Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value Investing
Professor Arvind Navaratnam
(00:00:00) - Introduction
(00:00:40) - The Quest for 10 to 100 Baggars
(00:05:27) - Investment in Satyam Computers
(00:10:30) - Blue Dart
(00:13:27) - Kotak Mahindra Bank
(00:14:17) - CMGI
(00:20:26) - 1st type of 100 baggers – Moody, Coca-Cola, Visa etc.
(00:31:16) - 2nd type of 100 baggers – Amazon, Costco etc
(00:33:33) - 3rd type of 100 baggers – IPSCO, Fiat etc
(00:44:50) - Tesoro Petroleum
(00:50:27) - Frontline
(01:00:24) - Teck Cominco
(01:03:46) - 4th type of 100 baggers
(01:08:47) - 5th type of 100 baggers – Silicon Valley Bank
(01:19:15) - Frontline 2.0
(01:27:14) - Circle of Competence
(01:32:03) - Your inner calling
(01:41:27) - There is no suffering in this world
(01:43:14) - Value is its own catalyst
